Wharton Club of New Jersey

WIG – Wharton Investors Group

Mark your calendars: Next meeting on Wed, Jun 24, at 6p by zoom.

This group provides a forum to discuss investing, taxes, financial planning, and estate planning topics that are top of mind for members. Alongside peer-to-peer sharing (remember those case studies?), we’ll also benefit from insights shared by fellow club members who are accomplished professionals in these areas.

As always, our Club’s No Solicitation policy applies—we’re committed to keeping these meetings a “safe harbor” for open and respectful dialogue.
To know more: https://www.whartonnjclub.com/join_sig

Moderator: Dushyant Pandit | [email protected] | 908-608-1608

Sonia Estevez, one of the members of the Wharton Club of New Jersey Middlesex County Networking Group says: “I love attending the Middlesex County Networking meetings as I never know what I may learn. On Friday, I met an alum (Scott) who is able to help me connect with customers for my start up; and I learned about a new great biking trail from another alum (Neil) who told me about the Great Allegheny Passage. I enjoyed delicious fresh bagel and learned about sales compensation practices. All in just over an hour."

Any member of the Wharton Club of New Jersey is welcome to join. Go to our website to view a schedule of all upcoming networking events, or find them in our newsletter that comes out Thursdays at 8am.

Last Chance to Sign Up to Visit Greenwood Gardens!

Sign Up before noon on Thursday, May 28th or miss your chance to mingle with fellow alumni in a beautiful setting, to be followed by a great lunch at Basilico.

More information and registration: https://www.whartonnjclub.com/wcnj_tour_of_greenwood_gardens_20260530

Join the Wharton Club of New Jersey at Greenwood Gardens on May 30, followed by lunch at Basilico in Millburn. Docents will take us on a guided tour through this enchanted hideaway, graced with terraced gardens, stately fountains, hidden grottoes, romantic woodlands, and winding paths.

More information and registration: https://www.whartonnjclub.com/wcnj_tour_of_greenwood_gardens_20260530

In this The New York Times article, WCNJ board member Ram Rajagopal talks about the financial challenges of caring for aging parents.
https://www.nytimes.com/2026/05/02/business/aging-parents-money-finances-retirement.html?smid=nytcore-ios-share

If this is a challenge you face and you are a WCNJ member, join the Wharton Club of New Jersey Investors Group discussion on Zoom on May 27. More information and registration: https://www.whartonnjclub.com/wcnj_investors_group_20260527

WIG – Wharton Investors Group The Wharton Club of NJ is pleased to support WIG - The Wharton Investors Group for our members. This group provides a forum to discuss investing, taxes, financial planning, and estate planning topics that are top of mind for members. Alongside peer-to-peer sharing (remember those case studies?), you...

When will you change your risk profile and withdrawal amounts when you are in retirement? A recent survey about investors’ risk taking appetite when it comes to generating income from investment when they are in retirement. The risk taking appetite depends on where they are in their retirement c*cle.

What investors want for retirement | Dushyant P. When will you change your risk profile and withdrawal amounts when you are in retirement? A recent survey about investors’ risk taking appetite when it comes to generating income from investment when they are in retirement. The risk taking appetite depends on where they are in their retirement c*c...

Happy Mother’s Day! Reposting from UPENN

Mother’s Day began right here in Philadelphia 💐

The pictured historical marker reads: “Mother’s Day. Founded by Anna Jarvis of Philadelphia. First officially observed in 1908, it honored motherhood and family life at a time of rising feminist activism. An early supporter was John Wanamaker, whose store stood opposite. Mother’s Day was given federal recognition in 1914.”

Across the Commonwealth of Pennsylvania, more than 2,500 cast aluminum markers have been placed by the Pennsylvania Historical and Museum Commission; seven are on Penn’s campus, with many more seen across the city.

Join Wharton Club of New Jersey at Greenwood Gardens on May 30, followed by lunch at Basilico in Millburn. Docents will take us on a guided tour through this enchanted hideaway, graced with terraced gardens, stately fountains, hidden grottoes, romantic woodlands, and winding paths. Link for more information and registration in the links below - or go to our website and click on Events.

How To Get Involved in the Wharton Club of New Jersey

If you're new to the Wharton Club of New Jersey and are hesitant on how to get involved, here are a few ideas:

1. Come to a networking meeting. They are low key and friendly - a great way to meet new people and discuss any job challenges without judgement. Find a list of places and dates in the newsletter or on our website (link in comments).

2. Join a SIG (Special Interest Group). Learn more about the Wharton Investors Group and the Women's Group on our website.

3. Come to an event. Events are in our newsletter and on our website.

4. Join a committee. We have committees for marketing, events, membership and sponsorship. Learn more about the committees on our website (link in comments) or email [email protected].

Our newsletter is emailed every Thursday at 8am ET. If you are not receiving it, check your junk folder or email [email protected].

Looking forward to seeing you!

This isn’t your standard networking event – it’s a curated gathering in a professional setting that uses advanced AI technology to generate personalized matches to maximize your time and effort.

Link for more information and registration in the comments.