Future Meetings
“Hot Topics” - Trusts, Asset Protection, Medicaid & Estate Planning Update
April 22, 2021
9:00 AM - 10:15 AM
Zoom Call
Guide your clients and their families through their senior year of Estate & Asset Protection planning.
Lunch & Learn: 5 Steps for CyberSecurity that all Financial Professionals Need to Know
April 28, 2021
12:00 PM - 1:00 PM
Zoom Call
Learn how data becomes exposed, what threats you and your clients could potentially face, and 5 steps you can take today to protect your online identity.
Lunch & Learn: Hidden Gems of the iPhone: Making Technology Simple for You and Your Clients
May 05, 2021
12:00 PM - 1:00 PM
Zoom Call
Learn about the many hidden tips & tricks for you & your clients, including the built-in Scanner, Signature, Screenshots, Digitizing Data, Siri and More!
Mini Virtual Symposium - Together Towards Tomorrow
May 13, 2021
8:30 AM - 12:00 PM
Zoom Call
We have lived through some unprecedented times... but now is the time to look ahead and discuss the latest developments that impact and enhance our profession.
Nine and Dine
June 17, 2021
3:30 PM - 8:00 PM
Bethpage State Park
99 Quaker Meeting House Road
Farmingdale, NY 11735
Our first in-person Social Distanced Event - Enjoy 9 holes of Golf at the renowned Bethpage State Park followed by a Cocktail Reception on the Patio overlooking the Black Course.
