PAST EVENTS 2025
UNDERSTANDING SOCIAL SECURITY & MEDICARE - 2 CE credits - May 14, 2025 only CFP credits
CASE STUDIES - 2 CE credits - April 16, 2025
MARKET UPDATE - 2 CE credits - Mar 12, 2025
TAX UPDATE - 2 CE credits -Feb 12, 2025
FINANCIAL EXPLOITATION - 2 CE credits - Jan 8, 2025
PAST EVENTS 2024
RETIREMENT PLANS MADE EASY - 2 CE credits - Nov 13, 2024
INSURANCE POLICY ANALYSIS - 2 CE Credits - Oct 9, 2024
EDUCATION PLANNING -1 CE credit - Sept 11, 2024
July 10, 2024 - ETHICS - 2 CE credits - July 10, 2024
GOLF Tournament with Big I Rochester - June 11, 2024
PRACTICE MANAGEMENT - 1 CE credit - June 12, 2024
ADVISING CLIENTS THROUGH & BEYOND DEATH - 2 CE Credits- May 15, 2024
INTRODUCTION TO STRUCTURED PRODUCTS - 2 CE Credits April 17, 2024
MARKET UPDATE - 2 CE Credits March 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