In-person event

November 2025 Luncheon

Syracuse, NY

Retirement Plan Trends, Opportunities, and Updates:  Preparing Financial Advisors to Win Retirement Plan Business in 2026

SpeakerJames Brand, ACSI

Sponsor:  Paul Giovanniello, Calamos 

One CE credit is awaiting approval by The CFP Board.

Please register no later than Friday, November 14th for this program.  Sponsors are charged for all those that RSVP, so please attend if registered.