Family Wealth Management
Private Client Briefings

Quarterly Family Wealth Management Quarterly Local Education Events are typically held in the Greater Philadelphia / New Jersey area.

We are proud to announce our schedule for 2009. To sign up, just RSVP with our office and we will secure your seat for you.

  • September 30th @ The Wyndham Hotel in Mt. Laurel, NJ
    6:30 pm – 9 pm
    Your Money Outlook by Todd Schaul, Regional Sales Director, Morningstar Investments
    Keynote: Securing Your Retirement: Transforming Social Security into Winning Retirement Strategies , Marty Higgins, CFP, CLU, AEP

To receive further news and information about our Private Client Briefings, make sure you are signed up to receive our biweekly ezine, Financial Perspectives. We will announce the schedule to everyone on our list as soon as it is finalized. Click here to sign up if you have not yet done so!

If you need assistance with your registration, please contact us now!

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Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Member FINRA / SIPC. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.