CPE Credits available for all CPA's who attend! CFP Credits available for Certified Financial Planners who attend! We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion...
The New Year has arrived! Time to celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, January 18th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with...
We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, February 8th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Reverse Mortgages & Long-Term Care Protection Strategies. Tim Kennedy, Certified Reverse Mortgage Professional and host of “It’s Just A...
Hope everyone is enjoying their February! Let's celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, February 22nd at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting...
Join us on Wednesday, March 1st at 6 pm for the 2023 ACLD Poker for a Purpose Kickoff Event at Simplay in Hauppauge! There will be complementary simulator games & hors d’oeuvres and an opportunity for extra chips & casino dollars if you register for the #PokerForAPurpose event in May. Register below to experience this fantastic evening of networking...
Hosted by Ken Fish & Brian Doherty Sponsored by NAIFA We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, March 22nd at 8:00 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Social Security Benefits. Ken Fish, Regional Vice President for...
Hope everyone is enjoying their April! Let's celebrate the end of tax season with another fun in-person gathering and connect over Happy Hour! Please join us on Wednesday, April 26th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a...
Don't miss out! Join us as we explore prevalent buy-sell structures and their effects on your business owner clients. On Thursday, May 18th, at 2:00 PM EST, Ryan Patton of Lincoln Financial will explain the crucial importance of ensuring a business owner's succession plan can withstand IRS scrutiny. Could your buy-sell agreement make...
Brought to you by Mutual of Omaha! Catch John Gibbons' LTC webinar on Tuesday, May 23rd, at 11:30 AM - 12:15 PM EST. Establishing a plan and emphasizing the significance of "Extended Care" planning is crucial. Possessing a roadmap will enable a smoother and more efficient process. Initiating with inquiries will assist in identifying the necessity and...
Brought to you by Mutual of Omaha! Catch John Gibbons' LTC webinar on Thursday, May 25th, at 11:30 AM - 12:15 PM EST. Establishing a plan and emphasizing the significance of "Extended Care" planning is crucial. Possessing a roadmap will enable a smoother and more efficient process. Initiating with inquiries will assist in identifying the necessity and...
