Upcoming Events

  • Our presenters are: Kevin Gannon, and Ron Zoeller and the topic is ‘Self-Funded Health Insurance Plans’. We will apply for 1 hour of continuing education NYS Insurance, CFP® and CPA. Breakfast will be ready at 7:45 AM Coffee after 7:30 … Continue reading
    Date and Time:September 17 @ 8:00 am Speaker:Kevin Gannon Location:TBA
  • The topic:  ERISA Update. Secure Act, Cares Act, MEP’s PEP’s and (it’s back!) The new Conflict of interest Regulation. Presented by Larry Kavanaugh Jr. AIF, CPFA, CLU, ChFC, also with information from Andy Cleason presenting on American Funds retirement plan capabilities. … Continue reading
    Date and Time:October 15 @ 8:00 am Speaker:Lawrence Kavanaugh, Jr. Location:TBA
  • Especially geared for the Young Professional. Focusing on important plans and structure for successful growth as you build your practice and make your mark in the Financial Industry. ‘Be in the room’ with experts with exceptional advice, who have the … Continue reading
    Date and Time:November 12 @ 4:00 pm Speaker:TBA Location:TBA
  • Back by v e r y popular demand! ‘Guide To The Market’ is the program and will be presented by Connor Fitzgerald from JPMorgan. This Educational Breakfast is not to missed – it is always a favorite! Reservation link will … Continue reading
    Date and Time:December 3 @ 8:00 am Speaker:Connor Fitzgerald Location:TBA