NEMA REGION: Northern New Jersey Local Group Meetings for 2026
Please save the following dates for 2026 NAPFA Northern NJ Local study group lunch meetings:
September 17th
Speaker/Firm: Greg Starita, Executive Director of JP Morgan Asset Management
Greg Starita, Executive Director, is a Relationship Manager and Investment Specialist on J.P. Morgan Asset Management's Education Savings team. In this role, Greg spearheads 529 Plan initiatives, while being an advocate for educating financial professionals and families on the importance of investing for college. Since joining J.P. Morgan from Morgan Stanley in 2007, Greg has held several roles including Product Management in Chase Wealth Management, Product Development in Asset Management and Business Management in Asset Management’s Global Liquidity business. Most recently, he served as Head of Business Management in Asset Management’s U.S. Advisor business. Greg holds a B.S. in Business Management from St. John’s University.
Topic: College Planning Essentials: A comprehensive guide to Saving and Investing
Great opportunity to have lunch, network with fellow peers and learn about College Planning essentials. College Planning Essentials is an advisor-ready guide designed to help families navigate the key decisions involved in saving and paying for college amid rising education costs and planning uncertainty. It organizes the conversation around why college planning matters, how to think about costs, what to expect from financial aid, and how to use 529 plans effectively as part of an overall funding strategy. Advisors can use it to set expectations, prioritize next steps, and translate complex planning topics into clear client action items. Clients benefit from improved clarity on trade-offs and a more structured approach to funding education goals.
Arrive by 11:45 to grab lunch and network with peers. Lunch and learn.
Lunch to be provided by Accretive Wealth Partners.
All are welcome whether you are a newbie or a veteran planner.
SAVE THE DATE:
December 10th
More details to follow regarding speakers/locations etc.
Plan on the events staring at 11:45 am with speaker presenting at noon.
More information will be posted when available in the Northern New Jersey Local Group Community page.