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Plan With Us We take a holistic approach to financial planning. We provide the knowledge & experience needed to create sound, objective advice.

It is our goal to help you make educated, informed decisions about issues that affect your financial well-being.

๐…๐š๐ฅ๐ฅ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉยฎ ๐‚๐ฅ๐š๐ฌ๐ฌ๐ž๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ฅ๐จ๐œ๐š๐ฅ ๐ˆ๐ง๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐จ๐ซ๐ฌ ๐Ÿ๐ซ๐จ๐ฆ ๐–๐š๐ฅ๐ฅ, ๐๐‰! John A. Mendes, CFPยฎ, CASL, LUTCF ...
08/26/2026

๐…๐š๐ฅ๐ฅ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉยฎ ๐‚๐ฅ๐š๐ฌ๐ฌ๐ž๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ฅ๐จ๐œ๐š๐ฅ ๐ˆ๐ง๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐จ๐ซ๐ฌ ๐Ÿ๐ซ๐จ๐ฆ ๐–๐š๐ฅ๐ฅ, ๐๐‰! John A. Mendes, CFPยฎ, CASL, LUTCF & Sean Donlan, CFPยฎ, ChFCยฎ, CLUยฎ, CASL ๐‘Š๐‘’โ€™๐‘Ÿ๐‘’ ๐‘๐‘œ๐‘š๐‘š๐‘–๐‘ก๐‘ก๐‘’๐‘‘ ๐‘ก๐‘œ โ„Ž๐‘’๐‘™๐‘๐‘–๐‘›๐‘” ๐‘ฆ๐‘œ๐‘ข ๐‘š๐‘Ž๐‘˜๐‘’ ๐‘–๐‘›๐‘“๐‘œ๐‘Ÿ๐‘š๐‘’๐‘‘ ๐‘‘๐‘’๐‘๐‘–๐‘ ๐‘–๐‘œ๐‘›๐‘  ๐‘Ž๐‘๐‘œ๐‘ข๐‘ก ๐‘ฆ๐‘œ๐‘ข๐‘Ÿ ๐‘“๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐‘“๐‘ข๐‘ก๐‘ข๐‘Ÿ๐‘’.
We invite you, your family, and friends to attend our upcoming IN PERSON & VIRTUAL options for Retirement Planning Today Workshopยฎ ๐”ธ๐•Ÿ๐•• ๐••๐• ๐•Ÿโ€™๐•ฅ ๐•—๐• ๐•ฃ๐•˜๐•–๐•ฅ ๐•ฅ๐•  ๐•ค๐•ก๐•ฃ๐•–๐•’๐•• ๐•ฅ๐•™๐•– ๐•จ๐• ๐•ฃ๐••!
$39 ๐’“๐’†๐’ˆ๐’Š๐’”๐’•๐’“๐’‚๐’•๐’Š๐’๐’ ๐’Š๐’๐’„๐’๐’–๐’…๐’†๐’” ๐‘ญ๐’“๐’†๐’† ๐‘ฎ๐’–๐’†๐’”๐’•, ๐‘ช๐’๐’–๐’“๐’”๐’†๐’ƒ๐’๐’๐’Œ (๐’…๐’Š๐’ˆ๐’Š๐’•๐’‚๐’ ๐’‡๐’๐’“ ๐’๐’๐’๐’Ž) & ๐’๐’๐’†-๐’๐’-๐’๐’๐’† ๐‘ธ & ๐‘จ ๐’”๐’†๐’”๐’”๐’Š๐’๐’
Retirement Planning Todayยฎ Workshop
๐‘๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง: www.PlanWithUs.com/Events
๐™„๐™‰ ๐™‹๐™€๐™๐™Ž๐™Š๐™‰ ๐…๐š๐ฅ๐ฅ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”
๐‚๐ฅ๐š๐ฌ๐ฌ ๐Ÿ - Brick Memorial High School: 2001 Lanes Mills Road, Brick, NJ
๐“๐ก๐ฎ๐ซ๐ฌ๐๐š๐ฒ๐ฌ, ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ– & ๐Ÿ๐Ÿ“ โ€“ ๐Ÿ”:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ ๐ญ๐จ ๐Ÿ—:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ
๐‘๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง: www.PlanWithUs.com/Events
Course ID to Register: 1N4ZP1
๐‚๐ฅ๐š๐ฌ๐ฌ ๐Ÿ -Keyport Central School: 335 Broad St, Keyport, NJ
๐“๐ฎ๐ž๐ฌ๐๐š๐ฒ๐ฌ, ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ๐Ÿ‘ & ๐Ÿ๐ŸŽ โ€“ ๐Ÿ”:๐Ÿ‘๐ŸŽ๐ฉ๐ฆ ๐ญ๐จ ๐Ÿ—:๐Ÿ‘๐ŸŽ๐ฉ๐ฆ
๐‘๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง: www.PlanWithUs.com/Events
Course ID to Register: U21CK1
๐‚๐ฅ๐š๐ฌ๐ฌ ๐Ÿ‘ - Wall High School: 1630 18th Ave, Wall Township, NJ
๐–๐ž๐๐ง๐ž๐ฌ๐๐š๐ฒ๐ฌ, ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ๐Ÿ’ & ๐Ÿ๐Ÿ โ€“ ๐Ÿ”:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ ๐ญ๐จ ๐Ÿ—:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ
๐‘๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง: www.PlanWithUs.com/Events
Course ID to Register: QM82M1
๐‚๐ฅ๐š๐ฌ๐ฌ ๐Ÿ’ - Ocean County College: 1 College Drive, Toms River, NJ
๐“๐ก๐ฎ๐ซ๐ฌ๐๐š๐ฒ๐ฌ, ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ๐Ÿ & ๐Ÿ๐Ÿ— โ€“ ๐Ÿ”:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ ๐ญ๐จ ๐Ÿ—:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ
๐‘๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง: www.PlanWithUs.com/Events
Course ID to Register: TMXKK1
๐‚๐ฅ๐š๐ฌ๐ฌ ๐Ÿ“ - Ocean County College: 1 College Drive, Toms River, NJ
๐–๐ž๐๐ง๐ž๐ฌ๐๐š๐ฒ๐ฌ, ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ๐Ÿ– & ๐๐จ๐ฏ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ’ โ€“ ๐Ÿ”:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ ๐ญ๐จ ๐Ÿ—:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ
๐‘๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง: www.PlanWithUs.com/Events
Course ID to Register: TMXKK1
๐™‘๐™„๐™๐™๐™๐˜ผ๐™‡ ๐…๐š๐ฅ๐ฅ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” -
๐™๐จ๐จ๐ฆ ๐‚๐ฅ๐š๐ฌ๐ฌ - ๐๐จ๐ฏ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ๐ŸŽ & ๐Ÿ๐Ÿ• โ€“ ๐Ÿ”:๐Ÿ‘๐ŸŽ ๐ฉ๐ฆ ๐ญ๐จ ๐Ÿ–:๐Ÿ‘๐ŸŽ๐ฉ๐ฆ
๐‘๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง: www.PlanWithUs.com/Events
Course ID to Register: QM82M1
The Retirement Planning Todayยฎ Workshop contains something for everyone. The classroom prepared you for your career. Now itโ€™s time to take a deep dive into your financial future. You can find trendy news anywhere, but it is difficult to use this information to make informed decisions. Come together with your peers for an insightful approach to assembling the personalized tools and strategies necessary for a lifetime of financial decisions.
This 2-part course is designed to teach you how to build and align your money with your values to accomplish your goals. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can help you develop a personalized plan to achieve your retirement goals. Register Today!
๐‘ป๐’‰๐’† ๐‘ซ๐’Š๐’‡๐’‡๐’†๐’“๐’†๐’๐’„๐’† ๐’ƒ๐’†๐’•๐’˜๐’†๐’†๐’ ๐‘ฌ๐’…๐’–๐’„๐’‚๐’•๐’Š๐’๐’ ๐’‚๐’๐’… ๐‘ฐ๐’๐’‡๐’๐’“๐’Ž๐’‚๐’•๐’Š๐’๐’ Learn How To: โ€ข Determine the amount of money you need to retire โ€ข Create your own goals for a โ€œsuccessful retirementโ€ โ€ข Help eliminate debt and improve cash flow โ€ข Properly convert your IRA to a Roth IRA โ€ข Select the retirement plan distribution choice that is right for you โ€ข Plan your retirement income to preserve a comfortable standard of living โ€ข Transfer the risk of potential financial losses before or during retirement โ€ข Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning Questions before Registering? Reach out to ๐‰๐จ๐ก๐ง ๐Œ๐ž๐ง๐๐ž๐ฌ - ๐ฃ๐จ๐ก๐ง๐ฆ๐ž๐ง๐๐ž๐ฌ@๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ๐ ๐ฎ๐ข๐๐ž.๐œ๐จ๐ฆ/ ๐Ÿ•๐Ÿ‘๐Ÿ-๐Ÿ•๐Ÿ“๐Ÿ-๐Ÿ‘๐ŸŽ๐Ÿ“๐Ÿ“ or visit us at www.planwithus.com/events CRN202808-9325912

Retirement Planning Todayยฎ Course Registration RETIREMENT PLANNING TODAYยฎ WORKSHOPS๏ปฟFor Course Registration, please click REGISTER on the desired date below or contact John A. Mendes.ย  ย  Upcoming Events More events are on the way! Check back soon for more information. Past Events April 7 - Apr...

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As your life evolves, your needs may change. You may get married, have children or grandchildren, or advance in your car...
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As your life evolves, your needs may change. You may get married, have children or grandchildren, or advance in your career. Your financial professional will be there every step of the way to help ensure that your life insurance coverage keeps up with these changes and continues to protect those who matter most to you. Contact us today!

When you stick to your savings goals, create a budget that takes your anticipated lifestyle into account and manage your...
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When you stick to your savings goals, create a budget that takes your anticipated lifestyle into account and manage your finances throughout your lifetime, youโ€™re well on your way to preparing for the retirement you envision. Reach out to us today to start planning the retirement you always wanted!

Let freedom ring! Happy Independence Day to all my fellow Americans.
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Being Financially Successful is important, read about these 10 Financial tips and reach out to us today to hear more!
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Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retireme...
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Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retirement? Letโ€™s talk it through and see how modern
retirement tools can help strike a balance between acceptable risk and responsible saving.

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