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November 12, 2019 – 3 Discussion Topics – Happy Hour

November 12, 2019 @ 4:00 pm - 6:00 pm

Designed by our Young Professionals!

Join us for a Happy Hour Timed Event. There will be several Topic Tables led by  a specialist in the field.

Bring your questions, bring a friend. Your questions will drive this educational session.

Registration is open.


Date: November 12

Time: 4 PM-6PM

Location: The Irishman (Williamsville), 5601 Main St, Williamsville, NY 14221

Afternoon – Happy Hour Style Education Program


We will submit for this session to be an approved continuing education session for

  1. New York State Department of Financial Services (Ins)
  2. New York State Department of Accountancy (CPA)
  3. Board of Certified Financial Professionals (CFP)

This session will be set up as one 2 hour educational session, with three topic tables for attendees to go to and learn from.

There will be one sign in sheet for the entire 2 hour session.

The three topics we are highlighting on November 12 are:

  1. Prospect/Marketing and Social Media – Sarah Blankenship
  2. Estate Planning For the Average Joe: Avoiding probate and common mistakes – Sarah Fenster, Esq.
  3. Business Process: Connect, Follow Up, Next Meeting, Take Action, Business Flow and Control. – John Moshides CLU®, ChFC®, AEP®, CLTC


November 12, 2019
4:00 pm - 6:00 pm
Event Category:


The Irishman, Williamsville, NY
Main Street, Walker Center
Buffalo, NY 14221 United States
+ Google Map


Sarah Blankenship, MBA; Sarah Fenster ESQ.; And John Moshides CLU®, ChFC®, AEP®, CLTC