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