Events

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

Hope everyone is enjoying their February! Let's celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, February 22nd at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with

Join us on Wednesday, March 1st at 6 pm for the 2023 ACLD Poker for a Purpose Kickoff Event at Simplay in Hauppauge! There will be complementary simulator games & hors d’oeuvres and an opportunity for extra chips & casino dollars if

Hosted by Ken Fish & Brian Doherty Sponsored by NAIFA We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, March 22nd at 8:00 AM at 201 Old Country Rd Melville, NY 11747 Lower Level

Hope everyone is enjoying their April! Let's celebrate the end of tax season with another fun in-person gathering and connect over Happy Hour! Please join us on Wednesday, April 26th at 5:30 PM at The Hilton located at 598 Broadhollow

Hosted by Gregory Matalon & Robert Barnett Featuring a Prelude by Neil Himmelstein & A Discussion with Phil Kanyuk   We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, May 31st at 8:00 AM at 201

Wishing everyone a joyous start to June! Let's welcome the arrival of summertime with an exciting in-person get-together and bond over a Happy Hour! Please join us on Wednesday, June 14th at 5:30 PM at Bijou located at 400 Broadhollow Rd, Melville, NY 11747