Events

This month's topic will be: “The Secure Act and the Estate Tax Time Bomb" Uncover the hidden Estate tax consequences and solve the tax time bomb this creates with legal and insurance concepts. Presenter: Lawrence Scherer, Scherer & Pudell, PLLC

Rob Fishman, Partner and Owner, Sandler Training Business Growth Architect Author & Keynote Speaker Sales Trainer, Sales Management & Leadership Advisor Drawing on over 35 years of business ownership, Rob Fishman is a partner and owner of Sandler Training of

Despite the challenges COVID-19 has forced us all to contend with, this is not the time to pull back on marketing. Yet we do need to change some of our tactics and adapt to new circumstances. Learn how to stay

Join us this Wednesday, April 22nd at 8:00 AM for another interactive Zoom meeting where the highly-esteemed Lawrence J. Scherer will conduct an in-depth review of Estate and Elder Law planning issues in light of COVID-19. You do not want

Join us on Wednesday, May 6th at 8:00 AM for an interactive Zoom meeting with renowned bankruptcy attorney Andrew Thaler. Among the many critical subjects Andrew plans to discuss (listed below), he will also be highlighting the differences between Chapter

Join us on Wednesday, May 20th at 8:00 AM for a Zoom meeting with David Steiner of Cypress Grove Technologies on how to ensure your online security is where it needs to be, without breaking the bank. As always, this

The recent drop in the Applicable Federal Rates (AFR) and Section 7520 Rate make this the best time for your high net worth clients to finance the purchase of their life insurance. Join us on Wednesday, June 3rd at 8:00 AM for

Market volatility through COVID-19 has compromised innumerable businesses. It has also helped businesses reach unanticipated heights. Join us Wednesday at 8:00 AM for a Zoom meeting with Larry Bloom and Philip Kanyuk, as they walk us through multiple business scenarios

Join us for an exciting Zoom meeting on Wednesday, August 26th at 8:00 am on the topic of intellectual property (IP) with attorney Matthew Asbell. Matthew is consistently ranked among the top intellectual property attorneys both nationally and internationally and

CPE Credits available for all CPA's who attend! CFP Credits available for Certified Financial Planners who attend! We are happy to present another fantastic opportunity to connect and learn! Please join us on Wednesday, January 11th at 8:30 AM at 201 Old

2023 has arrived! Time to celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, January 18th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals,

We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, February 8th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Reverse Mortgages & Long-Term