Future Meetings

    Fee Advisor Round Table "The Client Experience"

    June 04, 2020
    10:00 AM - 11:30 AM

    Zoom Call

    A "Client Experience Assessment" to help you determine how client-centric your firm is and offer ideas on how you can continue to enhance and differentiate your firm and services.

    Read More  Register Now

    Estate Planning Vital Documents & Update: Helping You, Your Family, and Clients be Prepared During the Coronavirus Pandemic and Beyond

    June 18, 2020
    10:00 AM - 11:30 AM

    Zoom Call

    Explore the four most important Life Care and Estate Planning documents that no one should live without.

    Read More  Register Now

    Attendee Registration - 21st Annual Symposium and Exhibition

    October 29, 2020
    8:00 AM - 6:00 PM

    Heritage Club at Bethpage
    99 Quaker Meeting House Road
    Farmingdale, NY 11735
    Venue website

    A full day CE Symposium featuring nationally acclaimed, leading speakers in the Financial Planning Profession discussing the latest developments that impact and enhance our profession.

    Read More  Register Now

    Sponsor Registration - 21st Annual Symposium and Exhibition

    October 29, 2020
    8:00 AM - 6:00 PM

    Heritage Club at Bethpage
    99 Quaker Meeting House Road
    Farmingdale, NY 11735
    Venue website

    Here is your chance to meet face-to-face with hundreds of Financial Planning Professionals, Investment Managers, Accountants and Insurance Agents in the LI region who are interested in what you are selling!

    Read More  Register Now