Smallwood Wealth Management

New bank
Aug 25, 2025

Banking and finance experts assess AI, banking trends and fraud risks

Executives from TD Bank, Gibbons PC and Smallwood Wealth analyze the interest rate environment and take a deep dive into the use – and potential pitfalls – of artificial intelligence.

2025 NJBIZ Trends in Banking & Finance Panel Discussion
Aug 20, 2025

NJBIZ panel explores rates, real estate and banking outlook

Experts from TD Bank, Gibbons PC and Smallwood Wealth Management discuss Trends in Banking & Finance, including markets, forces shaping the local economy and more.

Family business planning
Jul 21, 2025

Experts share tips to grow – and possibly sell – family businesses

An NJBIZ panel explores how these companies can plan for succession, access capital and navigate new tax laws under the One Big Beautiful Act.

NJBIZ Family Business Panel Discussion
Jul 17, 2025

NJBIZ panel covers planning, succession for family firms

Our latest virtual discussion engaged financial experts – and a business owner with experience in the space – to explore tax reform, M&A, legacy strategies and more.