Photo Gallery and Client Events
“Use a picture. It’s worth a thousand words.” ~ Tess Flanders, Newspaper Editor, 1911
Not much has changed since 1911 – we still believe that a picture is worth a thousand words. And we love the memories we are able to capture in the pictures we take at our client events and beyond. Thank you to all who share in our memories.
February 4, 2021: 6 Things You NEED to Know About The Markets and Your Money Under The Biden Administration
On Thursday, February 4, we hosted an exclusive client-only webinar. In just 60 minutes, our clients learned how the new administration may impact the markets and their money.
January 14, 2021: The Year in Review and a Look Ahead: Six Planning Ideas for 2021 Including Recent Changes in Washington and Georgia On My Mind
We hosted our “Open to All” webinar co-hosted with VP Regional Director, Bill Zorovich from Baron Funds. This webinar was geared towards Six planning ideas for 2021 and Beyond. In just 60 minutes, our attendees learned Planning strategies to utilize in 2021 to help lower their tax bill, Potential economic policy and tax changes under the Biden administration, and how they may impact your future, and investments to consider for 2021.
January 7, 2021: The Year in Review and a Look Ahead: Six Planning Ideas for 2021
We hosted an exclusive client-only webinar co-hosted with VP Regional Director, Bill Zorovich from Baron Funds. This webinar was geared towards Six planning ideas for 2021 and Beyond. In just 60 minutes, our clients learned Planning strategies to utilize in 2021 to help lower their tax bill and investments to consider for 2021.
2020 Annual Holiday Champagne & Educational Event (Virtual)
Taylor Financial Group celebrated the 2020 Holiday Season with their annual holiday event on Saturday, December 12th – this year, virtually. Taylor Financial Group did things a little differently this year in order to host a safe & COVID-19 friendly event. The evening started off with a wonderful education component shared between Bill Bonds from Prudential and co-hosted by Debbie. Many thanks to everyone who joined us!
And a special thank you to everyone who participated in our virtual toys & food drive. We collected 200 itemed goods, beating last year’s collection and helping families directly impacted by this global pandemic.
November 10, 2020: First Annual Virtual Client Advisory Board Meeting
Last week, Taylor Financial Group hosted our annual Client Advisory Board Meeting – Virtually this year!
As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting , where we discuss all things Taylor Financial Group – where we’ve been, what we’ve been doing, and how we can create the best possible experience for our clients! This year we had the pleasure of having our veteran clients join us, as well as some new ones.
What have we been up to? Glad you asked! We have replaced our in-person workshops with monthly virtual webinars (which have been a big hit), and we now conduct our client meetings through GoToMeeting (virtual meeting platform). We still love our client events, so we went remote with that also, and we have held several virtual wine tastings and cooking classes. We have also expanded our financial planning offerings, providing regular plan updates to our clients and also incorporating IRA distribution planning for those with large retirement accounts who are worried about taxes. We have also expanded the team by hiring our long time intern, Jared, as a full time team member and we also hired a new Client Communications Specialist to improve and expand our outreach to all of you!
October 29, 2020: First Annual TFG Pumpkin Fest
Debbie and Rob Taylor were gracious enough to host our entire Taylor Financial Group Team at their home in Ramsey for a Pumpkin Fest! We enjoyed a game of Bingo, Festive Beer & Cider tasting and painted our own pumpkins!
October 15, 2020: Second Virtual Wine Tasting and Tour Event for TFG Clients
We held our second Virtual Wine Tasting and Tour through our friends and Stoney Hill Vinyard and their sister winery Long Meadow Ranch! Our wonderful host Whitney MacDonald led us through a beautiful virtual event where all attendees learned specific details on how the wine is produced from start to finish!
Although states have begun phased reopenings and outdoor dining is an option in many places, most of our clients still aren’t gathering in groups. And with an uptick in cases happening in several states, many people still aren’t comfortable or allowed to travel to vineyards or sit inside tasting rooms.
W wanted to create a virtual gathering with our clients, their family, and friends, and enjoy uncorking a delicious bottle of wine.
October 7, 2020: Free live cooking session with Marc Forgione, one of the famed Iron Chefs on the Food Network.
October 1, 2020: Boost Your Medicare IQ: Get the Right Coverage at the Best Price Webinar
We hosed a client and prospective client webinar geared towards providing Medicare 101 webinar. In just 60 minutes, our attendees learned how to master this complicated system and how to get the best coverage for their needs.
September 30, 2020: Taylor Financial Group Team Dinner
Before winter comes, the Taylor Financial Group Team got together for dinner at Brother’s BBQ in Ramsey, NJ! As you can see, we ate like kings!
September 8, 2020: Taylor Financial Group Team Dinner
In the midst of the Coronavirus Pandemic, the Taylor Financial Group Team (and most of the Taylor Family) enjoyed team bonding at Cafe Panache, Ramsey NJ, before outdoor dinning was no longer available.
July 2nd, 2020: After the Run Up: Goldman Sachs on Their Outlook and The Investment Themes That Matter
This exclusive client-only webinar was co-hosted by Candice Tse, Managing Director, U.S. Head of Market Strategy, Goldman Sachs and Debbie Taylor. Candice shared Goldman’s forecast for the rest of 2020.
Candice was able to answer some of the most pressing questions our clients had for moving through 2020, elaborate on specific investment opportunities, and help our clients gain exclusive insights from Goldman Sachs into the market recovery.
June 4th, 2020: “First Thursday” Virtual Workshop: Changes to Taxes and Retirement Planning in 2020
This workshop focused on all the recent events including the CARES Act, the SECURE Act and how it impacts taxes, retirement planning, retirement distributions and those who are actually in retirement.
Our First Ever Virtual Wine Tasting and Tour Event
In response to the coronavirus threat, we wanted to pull together a client event that allowed us to minimize the health risks of seeing our clients in this difficult time. We decided to move our previous plans to a digital forum and created a Virtual Wine Tasting Event!
We understand there’s a lot of uncertainty around COVID-19, and the health of our clients are of the highest priority. That’s why we’ve put together this Virtual Wine Tasting Client Event with our hosts at Stony Hill Vineyard in St. Helena, California!
This event consisted of two white wines, 2018 Stony Hill White Riesling and the 2019 Stony Hill Chardonnay, sent to all of our clients who RSVP’ed. Some clients chose to prepare a charcuterie plate (as seen below) and others just enjoyed the wine as it was. There were also plenty of questions asked and answered by our lovely host Sarah Berger!
We hope to continue this tradition and to continue connecting with our clients whether it be in person or virtually!
May 1, 2020: First Friday Client, Friends & Family Coffee Chat
Debbie hosted her first Client Only Webinar where she discussed the global economic reaction to the coronavirs pandemic, investing strategies in current markets and discussed more about Learn about the Setting Every Community Up for Retirement Enhancement (SECURE) Act which passed at the end of 2019.
3rd Annual Galentine’s Event
At this year’s 3rd Annual Galentine’s Event, TFG organized a “Woman’s Chat” to gather feedback about our firm and also to listen and understand the financial needs of women. We discussed many important (and sensitive) issues such as cyber security, retirement, elder care and how to take control of unexpected financial burdens in this day and age. Often, women are not completely aware of their finances and it leaves them vulnerable when changes happen in their lives. In fact, 90% of women will be managing their family’s wealth at some future time.
At TFG, we aim to educate and improve women’s position in life through discussion, advice and support. The women suggested TFG provide specialized resources through our website on topics such as How to Manage the Finances of Older Loved-Ones, Finances for Same Sex Couples, What to Do When Your Cyber Security Has Been Compromised, and Where to Retire. The women had also provided lots of additional suggestions regarding future services and how best to communicate that we offer those services.
Following the “Woman’s Chat,” TFG hosted a cooking demonstration at Oliver R Twist Olive Oil Co. in Ridgewood, NJ, focusing on “easily” prepared meals with gourmet ingredients. We were joined by Chef Angie Shaghaghi (of Top Chef Fame) and her partner Kenneth Collins, (Owner of Tour Catering, in Lodi), for a “competitive” cook off! Fun was had by all. Stay tuned for many new initiatives geared towards women and families! We look forward to continuing this tradition and empowering women to take financial control.
2019 Annual Holiday Education Event
Taylor Financial Group celebrated the 2019 Holiday Season with their annual holiday event on Saturday, December 7th. With the help of our wonderful clients and friends the evening was full of laughter and creating new memories! The evening started off with a wonderful education component and we celebrated the season with over 80 people. Many thanks to everyone who joined us!
And a special thank you to everyone who participated in our Toys for Toys toy drive. We collected 100 toys, beating last year’s collection and making a lot of kids happy this Christmas!
2019 Client Advisory Board Luncheon
Each year we have our Annual Client Advisory Board meeting. We are so appreciative of our Board Members, who take time out of their busy day to sit down with us and share their experiences and suggestions. Our foremost desire is to serve our clients, and we are always looking for ways to improve the client experience. The Client Advisory Board is a big part of the process. Thank you to everyone who attended and we are looking forward to next year!
Annual Jackals Baseball Game and BBQ
TFG hosted its Annual Jackals Baseball Game and BBQ on July 13th and it was a home run! After all, anytime Debbie gets to do a photo shoot with a human sized Jackal, it is a good time! It was so great to see everyone! If you couldn’t make it out, we hope to see you at our next event or next year at the ball game!
Women’s Club Summer Cooking Class
TFG hosted its Women’s Club at Olive R Twist Olive Oil Co. in Ridgewood, NJ, for an “Under the Tuscan Sun” cooking class. We were joined by Chef Angie Shaghaghi of Top Chef fame for a cooking demonstration. We also celebrated Debbie’s upcoming birthday with cake!
We were fortunate to have many of our loyal female friends and clients take time out of their busy lives to join us!
Emerging Markets Happy Hour
We had a great time at Roots Steakhouse in Ridgewood last week at our Emerging Markets Happy Hour! Thomas Toomey, Vice President of JP Morgan Chase, discussed JPM’s Market Outlook and Bill Bond, Vice President of Virtus Investment, discussed their outlook for emerging markets. It was all followed by a lovely Question and Answer period. We all enjoyed great conversation and amazing food! Thank you to everyone who joined us!
2nd Annual Galentine’s Day Chat & Cooking Class
Our 2nd Annual Galentine’s Chat & Cooking Class combined focus group discussions with great company and delicious food into one amazing evening! We started the evening in the TFG Office with our focus group. Our chat addressed how we promote women’s issues and we received great feedback from the ladies where they shared their ideas and concerns and how TFG can make an impact for clients and in the community.
We then made our way over to Olive R Twist Olive Oil Co. in Ridgewood, NJ, where we were joined by our friend and the owner, Marianne Krantz, and Chef Angie Shaghaghi for a cooking demonstration. Everyone loved this event so much, that we decided to host regular cooking and fellowship events throughout the year as part of our newly formed, Women’s Club.
We were fortunate to have many of our loyal female friends and clients take time out of their busy lives to join us!
Girls Who Code
Taylor Financial Group embarked on a 10 week long journey teaching young women the ins and outs of coding and robotics. The class met every Wednesday at Waldwick Public Library and was lead by Debra’s son Bobby Taylor, who shares a passion for coding and robotics as well. The class was a huge success and TFG acted as the underwriters of the entire endeavor, providing laptops and books for the students.
2018 Annual Holiday Dinner
Taylor Financial Group celebrated the 2018 Holiday Season with their annual party on Saturday. December 1st. With the help of our wonderful clients and friends the evening was full of laughter and creating new memories! Many thanks to everyone who joined us!
5th Annual Spring Dinner
We had a beautiful night with our clients at our 5th Annual Spring Dinner on May 17th. It was a fun-filled night with great food, laughter, and amazing company. Thank you to everyone who joined us!
Ramsey’s Sprint for Our Schools 5k Race & Fun Run
We had a great time supporting the Ramsey Public Education Foundation by being a Silver Sponsor for their 2018 5k race, and also running in it. A big thank you to the clients who joined us! Despite the rain, we had fun and finished strong.
1st Annual Galentine’s Chat & Dinner
In years past, we’ve had many focus groups and advisory board meetings. We’ve also had several Valentine’s ladies’ luncheons. But we’ve never had an event quite like our 1st Annual Galentine’s Chat & Dinner, which combined focus group discussions with great company and delicious food into one amazing evening! We were fortunate to have many of our loyal female friends and clients take time out of their busy lives to join us. To read about some of our main takeaways, click here.
2017 Annual Holiday Party
We had such a blast at our Annual Holiday Party on Saturday, December 2nd at Cafe Panache, one of NJ’s best rated restaurants! We reserved the entire restaurant and enjoyed delicious food while celebrating with great friends – our TFG family! Thanks to all who joined us! We can’t wait to do it again next year!
And a special thank you to everyone who participated in our Toys for Toys toy drive. We collected 97 toys, beating last year’s collection and making a lot of kids happy this Christmas!
Debbie Speaks to the Women’s Council of Realtors of Bergen County
Debbie was invited to speak to the Bergen County Women’s Council of Realtors, where she discussed the importance of retirement planning, the need for women to be involved with and informed of their financial plan and investments, and educating our children to be financially responsible.
Debbie Presents at ONESCO Institute 2017
Debbie received rave reviews about her presentation to 150+ financial advisors at the ONESCO Institute Conference last week. She was thrilled to share her insights on industry best practices and tips for providing the best possible client experience!
TFG Donates to Hurricane Victims
This Labor Day Weekend, we had the honor of being able to assist in the Hurricane Harvey relief efforts. Through Steve’s Hackensack Rotary affiliation, we donated food and supplies to be delivered to Houston with the help of International Humanitarian Aid Foundation (IHAF). Pastor Andy Topp, the Founder of IHAF, personally flew the food and supplies to the Houston area.
We are so grateful we could be a part of something so meaningful, and our thoughts and prayers continue to be with the people of Houston (and other areas recently affected by hurricanes).
2017 NJ Jackals BBQ & Baseball Game
We had a wonderful time at our 9th Annual NJ Jackals BBQ & Baseball Game! What an amazing time – perfect weather, surrounded by friends and family! We love sharing this time with our clients each year.
Financial Empowerment Workshops
Since January 2017, we have been holding financial empowerment workshops with the goal of providing what we believe to be a much-needed community service – to educate and empower people to take charge of their future! To date, we have held a total of 13 workshops, with over 60 attendees, including many who returned month after month. We are SO excited that these workshops have been able to help so many, and we look forward to continuing our workshop series in the Fall Season. Stay tuned for our Fall Workshop Schedule coming soon, which you can view on our Events page by clicking here.
4th Annual Spring Wine Dinner
We had a great time at our 4th Annual Spring Wine Dinner on May 4th. It was an evening filled with great conversation, amazing food, and delicious wine! Thank you to everyone who joined us!
2016 Annual Holiday Party
Taylor Financial Group hosted it’s Annual Holiday Party on December 9th and it was a ton of fun! We had great company, delicious food, some prize giveaways, a live band, and dancing until the very end. Thank you to everyone who joined us!
2016 1st Annual Spring Golf Outing
Taylor Financial Group hosted it’s 1st Annual Spring Golf Outing this June and it was a great success! We are looking forward to making it a tradition.
2016 Spring Ladies Luncheon
This year’s Spring Ladies Luncheon was fantastic! We had a wonderful lunch at Cafe Panache in Ramsey, while we enjoyed great conversation and even played some trivia games. We love these ladies!
2015 Holiday Open House
We had such a fun time at our first Open House, we decided to have another Open House to celebrate the Holidays!
2015 Client Advisory Board Meeting
Each year we have our Annual Client Advisory Board meeting. We are so appreciative of our Board Members, who take time out of their busy day to sit down with us and share their experiences and suggestions. Our foremost desire is to serve our clients, and we are always looking for ways to improve the client experience. The Client Advisory Board is a big part of the process.
2015 New Jersey Jackals BBQ & Baseball Game
Another successful year at the NJ Jackals game. Truly, the funnest event of the year, where we get to spend time with our friends and their families.
2015 TFG Grand Open House
We welcomed our clients and friends to our new office on June 25th! What a lovely time reminiscing.
2014 Holiday Party
2014 Client Advisory Board Luncheon
“Taylor Financial Group is like a family.” ~ “There is comfort in knowing the entire team is educated and knowledgeable.” ~ “Debbie is always available, no matter where she is in the world!” — These are just a few of the wonderful comments made by our Client Advisory Board members during our 2014 Annual Client Advisory Board Meeting.
2014 Marquee Event
On April 24, 2014 we hosted our Third Annual Marquee Client Event at the Indian Trail Club. The event featured key note speaker Anastasia Amoroso, CFA, Global Market Strategist of JPMorgan.
You can watch Anastasia’s presentation by clicking here.
2014 Ladies Spring Luncheon
We love the ladies of TFG, and we always have fun at our Annual Ladies Spring Luncheon!
2013 Holiday Party
Always a great time at our annual holiday party!
2013 Annual NJ Jackals Game
What a special time we had, enjoying some food, great friends, a baseball game, and amazing fireworks!
2013 Summer Wine Dinner
Nothing like delicious food paired with the perfect wine!
2013 Annual Marquee Event featuring Jeffrey Ptak
2012 Warrior Dash for Charity
The TFG team works together and plays together!