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.

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    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.

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    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!

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    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.

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    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.

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