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News

  1. Listen to Next Generation Wealth Planning's  Impact Consultant Team member,  Maria Semple on MSNBC, as she discusses effective email marketing tips

  2. Observer Tribune.  12/13/13. “Advisor Strives To Train Students In Helping Society"

  3. Franklin Reporter. 2/1/14 - “Franklin HS Business Psychology class learns the value of philanthropy”

  4. Citizen Newspaper of Morris County.  3/19/14, “Boonton High School students learn the art of giving

  5. NorthJersey.com. 3/26/14. Boonton High School students gain real-world experience in charitable fundraising

  6. Neighbor News. 7/16/14. “Students Develop as Philanthropists through Unique Program”.

  7. 11/3/14 – observer tribune. Main Street Philanthropy' teaches charity to West Morris students

  8. Observer Tribune. 11/12/14. West Morris Central and Mendham students learn the nitty gritty of philanthropy and fund raising

  9. Daily Record. 1/7/15 “Boonton HS students learn about mental health issues, philanthropy

  10. NorthJersey.com and “The Item of Millburn-Short Hills”.  1/15/15  “Millburn High School Students Learn Philanthropy”

  11. Investment News:  5/6/12 “It's good business to help clients plan giving”

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Osaic Wealth Form CRS

DISCLAIMER Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory and Insurance services offered through Next Generation Wealth Planning, LLC., a registered investment advisor not affiliated with Osaic Wealth, Inc. Registration does not imply a certain level of skill or training.

This communication is strictly intended for individuals residing in the states of  Arizona, California, Connecticut, Delaware, Florida, Georgia, Indiana, Maryland, Maine, New Jersey, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Vermont, and Washington. No offers may be made or accepted from any resident outside the state referenced.

Yale Levey is also separately registered as investment advisor representative under Next Generation wealth Planning, a Registered Investment Advisor. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed (New Jersey and Texas).

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linked to.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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