Upcoming Events

  • Topic: Guide To The Markets! Everyone loves this annual presentation from JPMorgan that we are so fortunate to get scheduled. Join us when Connor Fitzgerald is here to give the CE session. NYS Ins. and CFP applied for and CPE … Continue reading
    Date and Time:March 21 @ 8:00 am Speaker:Connor Fitzgerald Location:Giancarlo’s Sicilian Steak House
  • This very important topic will be presented expertly by Matt Sperrazo from John Hancock.   This course will discuss the history of social security, where it stands today and how to maximize your benefit. Today social security is estimated to … Continue reading
    Date and Time:April 18 @ 8:00 am Speaker:Matt Sperraza Location:Giancarlo’s Sicilian Steak House
  • Registration is open. We plan 2 – one hour consecutive educational sessions in Surrogate Court with Honorable Acea M. Mosey, Surrogate Court Judge and Chief Court Attorney Joseph A. Shifflet Esq. Following these proceedings, we will move to the Tewksbury … Continue reading
    Date and Time:May 23 @ 1:30 pm Speaker:Chief Court Attorney Joseph A. Shifflet Esq. Location:Surrogate Court
  • It’s time for our Annual Meeting of the Membership and Friends – a Luncheon. Register me! Location: Canalside, outside in the party tent adjacent to Explore and More. We hoping you will join us – we are very pleased to … Continue reading
    Date and Time:June 5 @ 11:30 am Speaker:Michele Urbanczyk Location:Explore and More Museum, Canalside
  • Our Annual Summer School and Social. 1 hour of continuing education provided by Dan Cavaretta of Nationwide PLUS Historic Boat Tour in Lockport and Social with Refreshments. This is an afternoon to evening event. Nationwide is our sponsor!  Thank you!
    Date and Time:July 17 @ 3:30 pm Speaker:Dan Cavaretta Location: