Current Event- Register Now!
HISTORY LESSON & FIXED INCOME -2CE credit CFP only - November 12, 2025 Locust Hill CC
https://lp.constantcontactpages.com/ev/reg/vdahj5w
SAVE THE DATES:
Business Succession, January 14, 2026 8-10am
Tax Update, February 11, 2026 8-10am
Guide to the Markets, March 11, 2026 8-10am
Case Study, April 22, 2026 8-10am
Insurance Planning, May 13, 2026 8-10am
Ethics - Virtual program, June 3, 2026 8-10am
PAST EVENTS 2025
FROM PROFIT TO PURPOSE; CHARITABLE GIVING -1CE credit - October 8, 2025
ASSET PROTECTION PLANNING -1CE credit - September 10, 2025
ETHICS 2025 -2CE credits - August 13, 2025 Virtual
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