Presentations & Events

Technology as a Weapon: the Future of Elder Fraud- Part 1: Deception Through Generative

Ronak Patel to speak at the 2026 Practising Law Institute's Fundamentals of Broker-Dealer Regulation program

Asset Protection Strategies – What Works, What Doesn’t and What You Should Avoid

Alise Johnson Interviewed on CNBC’s American Greed Program “Friends Without Benefits”

Alise Johnson to moderate Southeastern Women in Financial Services Spring Symposium

Kenneth Cohen presented for the Estate Planning Council of Bergen County

Logan Fisher and Ronak Patel to present at the 2025 Hilltop Securities Wealth Management Elevate Conference