Victoria Cannillo earns the CFA Investment Foundations® Certificate

  A 30-second read by the Baron Team: At Baron Financial Group, we are committed to education and further advancing our knowledge of the industry to best serve our clients.

In November 2018, one of our Baron team members, Victoria Cannillo, earned the CFA Institute Investment Foundations® certificate from the CFA (Chartered Financial Analyst®) Institute to help with her role as a financial analyst as well as a member of our internal investment committee. Victoria dedicated approximately four months to learn and study the program material which culminated in a 2-hour exam.

According to the CFA Institute, “The CFA Institute Investment Foundations® Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.” To read what the specific topics of the program curriculum are, click here.

To learn more about the CFA Institute and the Investment Foundations program click here. To learn more about Baron Financial Group, contact us at 201-791-6408 or at info@baron-financial.com.

 

Baron Financial Group Attends 2018 Washington D.C. Schwab Impact Educational Conference

A 30-second read by the Baron Team:  Baron Financial Group strives to stay up-to-date on the current information and newest advancements available in the financial industry regarding financial planning and investment management, practice management, and security. To that end, Baron Team members attended the 2018 Schwab Impact, held in Washington, D.C. from October 28th – 31st, the financial industry’s largest gathering of experts and visionaries. 

Baron advisors Victor Cannillo, Anthony Benante and Nicholas Scheibner joined the four-day event attending educational sessions on wealth management, client experience, firm operations and other topics vital to our ever-changing industry.  Included among the myriad of thought leaders and keynote speakers was Janet L. Yellin, former Chair, Board of Governors of the Federal Reserve System (2014-2018).

Economic and governmental policies are dynamic; attending industry conferences helps us to remain current so that we may continue to provide a valuable service to our clients.

Please contact the Baron Team with any questions.

Nicholas Scheibner, Anthony Benante & Victor Cannillo at Schwab Impact 2018

Responsible Guidance: Tips to Prevent Medicare Fraud

A 30-second read by the Baron Team:  If you are currently a Medicare card holder, below are some fraud-prevention tips provided by Medicare.gov that you may want to be aware of. Just like your credit card or social security card, you want to make sure your Medicare card and/or number is always protected.

Below are some tips highlighted in the Medicare.gov “Tips to prevent fraud” article:

Continue reading “Responsible Guidance: Tips to Prevent Medicare Fraud”

Baron Financial Group Supports Spectrum for Living’s Annual Walkathon

A 30-second read by the Baron Team:  As is our tradition, Baron Financial Group sponsored Spectrum for Living’s Annual Walkathon. This year’s event was “D’Feet Disabilities – 5K & Doggie Dash.” The event was held Saturday, October 13, 2018 at Overpeck Park in Ridgefield, NJ. Victoria Cannillo of Baron Financial participated in the 5k walk/run.

According to their website, Spectrum for Living, a New Jersey not-for-profit organization, helps adults with developmental disabilities attain their maximum potential by providing quality housing and clinical services in state-of-the-art facilities and in the homes of families caring for a disabled loved one.

Spectrum’s mission statement is to “to enable individuals who have developmental and/or physical disabilities to have the opportunity to attain their highest level of skills, purpose and independence with dignity through an ongoing commitment to comprehensive quality services, advocacy and family partnership”.

Spectrum for Living is in its 35th year of operation. To learn more about Spectrum for Living, click here.

To learn more about Baron Financial Group’s philanthropic efforts, click here.

“It is our hope that together, we can look forward to a future of promise for all.”

Medicare Open Enrollment – Oct. 15th – Dec. 7th, 2018

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2019 Medicare annual open enrollment period begins today, Oct. 15, 2018 and runs through December 7, 2018.

The 2019 Medicare Parts A & B premiums and deductibles are available at cms.gov

You can learn more at Medicare.gov, the official U.S. Government site for Medicare.

If you have any further questions, please don’t hesitate to contact the Baron Financial Group team.