Upcoming Chapter Events

AN OVERVIEW OF 401K PLAN AND CASH BALANCE PLAN ALTERNATIVES - 2 CE Credits
Wednesday, January 11, 2023 8:00am-10:00am
Location: Locust Hill Country Club

TAX UPDATE - 2 CE Credits
Wednesday, February 8, 2023 8:00am-10:00am
Location: Locust Hill Country Club

INVESTING IN OPTIONS - 2 CE Credits
Wednesday, March 8, 2023 8:00am-10:00am
Location: Irondequoit Country Club

SOCIALLY RESPONSIBLE INVESTING - 2 CE Credits
Wednesday, April 19, 2023 8:00am-10:00am
Location: Irondequoit Country Club

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