Upcoming Events

  • 8-9:15 AM Thursday December 12, 2019 Topic: ‘The Growing Role of Advisors in Delivering Retirement Plan Advice’, a Fiduciary Update Presenter: Matt Ferullo, Morningstar Sponsor: Matt Ferullo, Morningstar and Aaron Finch,VOYA Registration will open soon. Enjoy this informative session with … Continue reading
    Date and Time:December 12 @ 8:00 am Speaker:Aaron Finch Location:Giancarlo’s Sicilian Steak House
  • Join us at our first Educational Breakfast Meeting of 2020 Time: 8:00-9:15 AM Topic: Tax Update Location: Giancarlo’s, 5110 Main Street, Williamsville, NY 14221 Presenter: Jeffrey Clark, Jackson National NYS Ins. CE, CFP and CPA CPE will be applied for. … Continue reading
    Date and Time:January 9, 2020 @ 8:00 am Speaker:Jeffrey Clark Location:Giancarlo’s Sicilian Steak House
  • A very important topic, presented by our Gold Annual Sponsor UNIVERA. More details to come – BUT SAVE THIS DATE for breakfast with the FSP! Registration will be open soon. 8-9:15 AM Giancarlo’s, 5166 Main Street, Williamsville, NY Thursday February … Continue reading
    Date and Time:February 13, 2020 @ 8:00 am Speaker:UNIVERA Location:Giancarlo’s Sicilian Steak House
  • Everyone LOVES this program. We are so fortunate that Connor Fitzgerald from JPMorgan will make the presentation! Save the date, registration will open later. We will submit for NYS Ins. CE, CFP and CPA CPE   Thank you JPMorgan!
    Date and Time:March 13, 2020 @ 8:00 am Speaker:Connor Fitzgerald Location:Giancarlo’s Sicilian Steak House
  • We are hoping to get a program in place here with a presenter from the NYS Department of Financial Services to discuss recent regulations. Sound good? Save the date, and join us for this educational Breakfast 8-9:15 AM Giancarlo’s, 5166 … Continue reading
    Date and Time:April 16, 2020 @ 8:00 am Speaker: Location: