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September 13, 2019 @ 6:30 am - 8:00 am
The Bergen County Chapter of the New Canaan Society (NCS) will meet on Friday, September 13, 2019. Michael March will lead our Energy Group discussions! Please join us at the Brick House restaurant in Wyckoff (179 Godwin Ave, directions link below) at 6:30 a.m. for a continental breakfast. We’ll have you on your way by approximately 8 a.m.
Michael is a founding partner of Synergy Advisory Management Group, a Wealth Management Company serving Northern New Jersey. The firm was formed about 15 years ago with two other partners.
Michael has lectured widely at local colleges and universities on financial topics including insurance and retirement planning: offers workshops, seminars, and in-service programs for individuals, human resource managers, attorneys, CPAs, and Fortune 500 companies.
He began his career as a CPA with a Wall Street accounting firm. He also became a Certified Financial Planner™ when he transitioned out of public accounting to a personal financial planning career. He acquired extensive knowledge of the retirement plan market by working for more than a decade with a Third Party Administrator. Michael has spent the last 15 years assisting investors in minimizing the effects of income and estate taxes and tailoring customized financial plans for families in need of college and retirement planning.
He is a member of Grace Church of Ridgewood where he is serving on their finance committee and a Grace Group coordinator. Michael lives in Fair Lawn with his wife, Yvette, and has two grown children.
Please join us!