Future Meetings

    Sponsor Registration - 2020 Virtual Symposium

    October 27, 2020 8:15 AM to October 29, 2020 1:00 PM

    Zoom Call

    In these uncertain times... Here is your chance to get in front of Financial Planning Professionals, Investment Managers, Accountants, Attorneys, and Insurance Agents in the Long Island region who are interested in what you are selling!

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    Attendee Registration - 2020 Virtual Symposium

    October 27, 2020 8:15 AM to October 29, 2020 1:00 PM

    Zoom Call

    Earn up to 9 CE Credits at our Symposium featuring nationally acclaimed, leading speakers in the Financial Planning profession discussing the latest developments that impact and enhance our profession.

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    CFP Board's Code of Ethics & Standard Conduct

    November 18, 2020
    9:00 AM - 11:00 AM

    Zoom Call

    Join us as we discuss 2020's significant changes and how they affect CFP Professionals

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