Our Events

2018:

January 
Lunch & Learn – “5 Steps to Financial Success” – John T. Mather Hospital – Port Jefferson, NY
Seminar – “The Holistic Approach to Wealth Protection for Business Owners in 2018” – NYC

February 
Seminar – “What Every Woman Should Know About Money” – Rye Brook, NY
Business Council of Westchester Evening Networking Reception – White Plains, NY

March 
Informative Evening – “5 Steps to Financial Success” – Danfords Hotel & Marina – Port Jefferson, NY
Annual Awards Celebration – The Yale Club of NYC

April 
Informative Evening – “Trump Tax Law Changes & Capital Market Outlook” – Morton’s Steakhouse, White Plains, NY
Business Council of Westchester Evening Networking Reception – iPic Theater – Dobbs Ferry, NY
Lunch & Learn – “Disability Insurance. Why Now?” – John T. Mather Hospital – Port Jefferson, NY
Informative Evening – “2018 Market & Economic Outlook” – Danfords Hotel & Marina – Port Jefferson, NY
Lunch & Learn – “Financial Planning 101” – Alzheimer’s Foundation of America – NYC

May 
Networking Series – “Women, Wealth, and Worth” – NYC

2017

January
New Year Client Appreciation Dinner – Long Island, NY
Seminar – “Plan, Protect, Prosper – Essential Steps to Protect You and Your Family’s Future” – Long Island, NY

February
Business Council of Westchester Seasonal Soiree – “What Every Business Owner Needs to Know in 2017” – New Rochelle, NY

March
Seminar – “Plan, Protect, Prosper – Essential Steps to Protect You and Your Family’s Future” – Long Island, NY
Informative Evening – “How to Care for Your Loved One After Rehab” – Sands Point Center for Health & Rehabilitation – Port Washington, NY
Business Council of Westchester Evening Networking Reception
Individual Disability Seminar for Brokers – Rye Brook, NY
Barclay’s Presentation – “Financial Literacy & Balance” – New York, NY

April
Business Council of Westchester Evening Networking Reception
PTA Educational Evening – “Essential Steps to Protect You and Your Family’s Future” – Long Island, NY
Informative Evening – “Are You Prepared for Your Parents’ Discharge?” – Water’s Edge at Port Jefferson for Rehabilitation and Nursing – Port Jefferson, NY
Informative Evening – “Are You Prepared for Your Parents’ Discharge?” – Island Nursing and Rehab Center – Holtsville, NY
Seminar – “Retirement Bingo – Rethink Your Retirement” – NYC

May
Recruiting Event to Celebrate the Start of Summer – ALPFA (Association of Latino Professionals for America) – New York, NY
CPE Seminar – “Life Insurance Taxation & the Advantages of Defined Benefit Plans” – The Yale Club, NYC
Lunch & Learn – “5 Steps to Financial Success” – Huntington Hills Center for Health & Rehabilitation – Melville, NY
CPA CPE Seminar – “Business Entities: Buy-Sell Analysis & Business Continuation” – The Yale Club, NYC
CPA CPE Seminar – “Business Entities: Buy-Sell Analysis & Business Continuation” – Rye Brook, NY
Lunch & Learn – “5 Steps to Financial Success” – John T. Mather Hospital – Port Jefferson, NY
Seminar – “Life Insurance as an Asset” – Elmsford, NY
Seminar – “7 Steps to Financial Success When Planning with a Special Needs Child” – Inwood, NY

June 
CPA CPE Seminar – “Business Entities: Buy-Sell Analysis & Business Continuation” – Jericho, NY
Client Appreciation Golf “Nine & Dine” Event – Baiting Hollow Golf Club, NY
Lunch & Learn – “5 Steps to Financial Success” – Belair Nursing & Rehabilitation Center – North Bellmore, NY
Client Appreciation Dinner – Shay & Ivy – NYC
Client Event – “3 Beers Every Parent Should Try & 3 Financial Facts Every Parent Should Know” – Port Washington, NY

July
Physician Golf Event – The Back Nine – Cortland Manor, NY
CPA CPE Seminar – “A Lost Art” – CT

August
Client Appreciation Happy Hour – The Stag’s Head – NYC

September
Lunch & Learn – “5 Steps to Financial Success” – Huntington Hills Center for Health & Rehabilitation – Melville, NY
Educational Evening – “5 Steps to Financial Success” – NY Chiropractic Council for Nassau/Suffolk Chapters – Plainview, NY

November 
Client Appreciation Scotch Tasting - The Brandy Library, NYC