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:Matt Sperraza Location:Giancarlo’s Sicilian Steak House
  • This very important topic will be presented expertly by Matt Sperrazo from John Hancock. Please register online by Monday April 15. Continuing education credit will be applied for NYS Ins., CFP and CPA. Giancarlo’s, 5110 Main Street, Williamsville. 8-9:15 Coffee … Continue reading
    Date and Time:April 18 @ 8:00 am Speaker:Matt Sperraza Location:Giancarlo’s Sicilian Steak House
  • Registration will open for this event soon. We plan 2 full hours in Surrogate Court. Following this a sum up by a prestigious Buffalo lawyer. This will explain anything you may have question about. This will be another, the 3rd … Continue reading
    Date and Time:May 23 @ 2:00 am Speaker: Location:
  • 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. Precise details will be posted as … Continue reading
    Date and Time:July 17 @ 3:30 pm Speaker:Dan Cavaretta Location:
  • This is our Sponsor Thank you Event, but all members and others are welcome. Sponsors attend as our guests everyone else please join us for a $10.00 event fee. Bison’s vs Toledo Mud Hens, we are in the First Base … Continue reading
    Date and Time:August 13 @ 7:00 pm Speaker: Location:Coca-Cola Field