We look forward to seeing you at one of our upcoming events!
We are committed to curating a diverse array of events and webinars to maximize the value of your membership. While some dates are subject to change, we're excited to share our outlined schedule for the year. Stay tuned for updates by checking back regularly!
- September 26: In Person Event - Hosted by Blackrock-Maintaining / Elevating relationships with HNW/UHNW clients, engaging prospects. 5:30PM – 7:30PM at BlackRock Hudson Yards
- September 28: AARP What the Financial-Financial Empowerment Roadmap 9:30am - 3:30pm at CUNY Graduate Center
- October 9: Virtual Ethics Session (free for members)
- October 16: In Person Event - Member Breakfast
- October 24: NexGen In Person - Hosted by Shelton Capital (specifics TBD)
- November 6: In Person Event & Happy Hour - Harbor Capital Investment Roundtable - Hosted by NYU
- December 11: Webinar