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March 2018

Third Annual CE Day!

March 15, 2018 @ 8:00 am - 3:00 pm

Thursday, March 15, 2018 8:00 am - 1 pm - 5 CE Hours 1:00 pm - testing (from provided vouchers) - up to 10 additional CE Hours INCLUDES CFP ETHICS COURSE!! Speakers include Kitty Bressington, CFP, Amanda Carden Agins and Tim Pellittiere.  Sponsored by Stuart Littler  

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April 2018

What Makes You Referable

April 4, 2018 @ 7:30 am - 9:00 am

Sponsored by SEI.  Steve Wershing Presenter.  Details to come

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May 2018

Annual Meeting

May 2, 2018 @ 4:30 pm - 6:00 pm

From 4:30 PM until 6:30 PM.  It will be held at Irondequoit Conference Center at I-Square. 400 Bakers Park, Irondequoit, NY Details to Come!

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June 2018

Social Security Update

June 6, 2018 @ 7:30 am - 9:00 am

Details to Come

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September 2018

Wednesday, Sept. 5 – Tax Reform: What does the future look like?

September 5, 2018 @ 7:45 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States
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Speakers EFPR Group, LLP James Leisner, CPA / Debra Zarzycki, CPA / Mark Jacob, CPA Sponsored by: Jackson National     All meetings are at Midvale Country Club – 2387 Baird Road, Penfield, NY 14526 – unless otherwise specified. Relationship Building & Warm Breakfast from 7:45am – 8:00am. Program begins promptly at 8am – 9:30am SFSP Members = FREE  & Guests/Non-Members =$25.00 (one time) In order for a guest or non-member to attend subsequent meetings they must become a member.

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October 2018

Wednesday, Oct. 3 – Marketing to and Planning for Millennials

October 3, 2018 @ 7:45 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States

Speakers: Brian Imrich, CFP GPS Financial and Kay Pfleghardt, CFP Family Wealth & Legacy LLC

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November 2018

Wednesday, Nov. 7 – Non-Business Owner Tax Planning

November 7, 2018 @ 7:45 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States

Speaker: Michael Agostinelli, CPA/PFS Davie Kaplan

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December 2018

Wednesday, Dec. 5 – The Qualified Plan Landscape

December 5, 2018 @ 7:45 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States

Speakers: Phyllis Rimkus, MBA USRMA, Inc. and Michael Palumbos, ChFC  Family Wealth & Legacy LLC

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January 2019

Wednesday, Jan. 9th, 2019 – Should Seniors Get Married

January 9 @ 7:45 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States

Sponsored by:  Kroll Law Firm. Speaker: Marcus Kroll, Esq. Kroll Law Firm

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February 2019

Wednesday, Feb. 6, 2019 – Medical Insurance and Medicare Under Trump

February 6 @ 8:00 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States

Speaker: Erick Bond, Sr. of Bond Financial Network.

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March 2019

Wednesday, March 6, 2019 – Business Transition Options

March 6 @ 8:00 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States
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Speakers: Kenneth Burke, CPA/PFS/CBEC of High Falls Advisors, Inc. and Steven Gersz, Esq. of Underberg & Kessler.  Additional speakers may include: Marty Palumbos and Mike Masiello. CE Pending.

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Thursday, March 14, 2019 – CE Day

March 14 @ 8:00 am - 5:00 pm
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States

Save the date. More details to follow.

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April 2019

Wednesday, April 3, 2019 – Life Insurance In Qualified Plans

April 3 @ 8:00 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States
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Speaker:  Rich Novak, Regional VP, Advanced Markets of Security Mutual.

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May 2019

Wednesday, May 1st, 2019 – Annual Meeting

May 1 @ 4:30 pm - 6:30 pm
Sibley Square, 260 East Main St. 6th Floor NextCorp Presentation Room
Rochester, NY 14604 United States
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Please join us for appetizers and an open bar (beer/wine) as we learn about the revitalization and utilization of the 1,100,000 square foot, historic, Sibley Square. Heidi Zimmer Meyer, president of Rochester Downtown Development Corporation, will provide an update of the resurgence of downtown Rochester with a focus on "The Commissary, downtown kitchen incubator" which is a project of the RDDC. Ken Greene, president of Greene RE Solutions, will speak about the development of Sibley Square in the epicenter of…

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June 2019

Wednesday, June 5th, 2019 – How Not To Pay For College

June 5 @ 8:00 am - 9:30 am
Midvale Country Club, 2387 Baird Road
Penfield , NY 14526 United States

Speaker: Hugh Manoli of Caritas Consulting, LLC.

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