Future Meetings

    Virtual Networking After 5... Cocktails and Conversations and BINGO!

    August 06, 2020
    5:00 PM - 6:00 PM

    Zoom Call

    Still feeling stir-crazy working from home? Connect with Old Friends and Make a Few New Ones! Virtual BINGO prizes include gift cards to Amazon and Starbucks!

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    The Ins and Outs of College Financial Aid

    September 10, 2020
    10:00 AM - 11:30 AM

    Zoom Call

    Tips every Financial Advisor needs to know to advise Parents on how to start and succeed at the College Financial Aid process

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    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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