Upcoming Chapter Events

May 15, 2024 - GRIEF PLANNING at Locust Hill CC

June 11, 2024 - GOLF Tournament with Big I Rochester at Ravenwood Golf Club

June 12, 2024 - Practice Management at Irondequoit CC

July 10, 2024 - ETHICS - virtual program - details may change

September 11, 2024 - EDUCATION PLANNING at Irondequoit CC

 

INTRODUCTION TO STRUCTURED PRODUCTS - 2 CE Credits
Wednesday, April 17, 2024 - Irondequoit Country Club

 

PAST EVENTS

MARKET UPDATE - 2 CE Credits
February 13, 2024

TAX & ESTATE PLANNING UPDATE IN 2023 - 2 CE Credits
February 14, 2024

FBI & CYBERSECURITY - No CE Credit
January 10, 2024

PAST EVENTS 2023

BEHAVIORIAL FINANCE - 2 CE Credits
November 8, 2023

ETHICS - 2 CE Credits
October 18, 2023

SUCCESSION PLANNING - No CE Credit
October 11, 2023

GERIATRIC CARE MANAGEMENT - 1 CE Credit
September 13, 2023

NON-TRADITONAL FAMILIES - 2 CE Credits
May 10, 2023

THE CASE FOR LOW-VOLATILITY EQUITY - 2 CE Credits
March 8, 2023

TAX & ESTATE PLANNING UPDATE - 2 CE Credits
February 8, 2023

AN OVERVIEW OF 401K PLAN AND CASH BALANCE PLAN ALTERNATIVES - 2 CE Credits
January 11, 2023

PAST EVENTS 2022

LIFE INSURANCE ADVICE AS A CFP® PROFESSIONAL - 2 CE Credits
November 9, 2022

MEDICAID PLANNING - 2 CE Credits
October 12, 2022

UNDERSTANDING P&C INSURANCE FOR OUR CLIENTS - 2 CE Credits for CFP
September 14, 2022

Annual Symposium - 6 CE Credits NYS/ 5 CE Credits CFP
June 15, 2022

Healthcare cost in Retirement - 2 CE Credits
May 11, 2022

ETHICS  - 2 CE Credits
April 19, 2022

Advanced Life Insurance Planning - 2 CE Credits
April 13, 2022

Charitable Remainder Trusts - 2 CE Credits
March 9, 2022

Tax Law Update and Planning for 2022 - 2 CE Credits
February 9, 2022

The Future of Retirement, and How to Guide Clients Through it - NO CE Credit
January 12, 2022

PAST EVENTS 2021

Tax and Estate Planning Update for 2021 - 2 CE Credits
February 3, 2021

Savvy Social Security Planning - 2 CE Credits
March 3, 2021

Senior Living and Care Options- 1 CE Credit
April 7, 2021

College and the Financial Challenges  - 1 CE Credit
May 5 2021

How to Use Brain Science to Make Smarter Investing Decisions  - no CE Credit
June 9, 2021

Ethics  - 2 CE Credits
July 14, 2021

Long Term Care in 2021 - 2 CE Credits
September 8, 2021

Gray Divorce - 2 CE Credits
October 13, 2021

Guide to the Markets 2021 and Retirement - 2 CE Credits
November 10, 2021