Events

Market Outlook Webinar - What the headlines aren't telling you.

Feeling uncertain about how to navigate todays increasingly complex market environment is completely understandable. We invite you to join our upcoming educational webinar, where we will share research‑driven insights and strategic guidance designed to support investors who may feel unprepared or concerned about current market conditions. Our mission is to provide the knowledge, innovation, and structured planning needed to help investors pursue opportunities and manage risk; even during periods of heightened volatility. We are pleased to welcome First Trust, who will offer their perspectives on both current market trends and long‑term economic outlooks, providing valuable takeaways to support informed investment decisions.

Market Outlook Webinar!

Feeling uncertain about how to navigate today's increasingly complex market environment is completely understandable. We invite you to join our upcoming educational webinar, designed to provide research‑driven insights and strategic guidance for investors who may feel unprepared or concerned about current conditions. Our mission is to equip investors with the knowledge, innovation, and structured planning needed to help maximize opportunities and manage risk, even in periods of heightened volatility. We are pleased to welcome Howard Capital Management, who will share their perspectives on both current market dynamics and long‑term economic trends, offering valuable takeaways to support informed decision‑making. We welcome Howard Capital Management with insights as to their takeaways for the current and long-term perspectives on markets and economics.

A Wine Lovers Dream - Private Wine Class

From the marvelous range of often-overlooked wines of the Loire Valley to the elegant Chardonnays and Pinot Noirs of Burgundy, we will explore the greatest winemaking regions in France.  We will simplify French wines so you can master our wine aisles and any restaurant wine list with confidence. Guided by professionals you'll spend 2 hours exploring famous winegrowing regions and sample delicious pours.  Small fixings with platters will be provided along with non alcoholic beverages and refreshments. 

Savvy Social Security Planning for Women

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life.

NARFE Private Seminar - Wealth Management 101 and Principals of Preserving Wealth

Wealth Management 101 - Looking at some of the wealth management strategies that may help build long-term wealth in today's uncertain markets to include... Market Summary. Strategies to help protect your lifestyle from rising costs. Common Investing pitfalls. Key principles of investing & more... Principles of Preserving Wealth - Focusing on Estate Management Objectives such as... Estate tactics and processes. Critical Documents. How estate taxes work.

Gal-entines Event!

Hey lovely ladies! You’re invited to a fun and fabulous Galentine’s celebration full of laughter, friendship, and self-love. Let’s toast to the amazing women we are and enjoy an evening with good food, great company, and plenty of smiles. Whether you come solo or with your best girlfriends, this night is all about celebrating sisterhood and joy—because who says Valentine’s Day is just for couples?

9th Annual William Floyd Teacher Appreciation Happy Hour

A special "Thank you" to all educators, support staff and administration who work tirelessly to ensure the wellbeing and educational development of the students attending William Floyd School District.

Market Outlook Webinar!

Feeling uncertain about how to navigate today's increasingly complex market? Join us for an educational webinar with research and strategy to serve as a guide for investors who feel unprepared or worried about investing. It is our mission to offer the knowledge, innovation and a defined plan in an effort to help investors maximize gains and minimize losses, even during volatile markets. We welcome Russell Investments with insights as to their takeaways for the current and long-term perspectives on markets and economics.

Health and Wellness Fair - Social Security for Women Seminars (12:30-1:30 OR 2:30-3:30)

A one-day-only transformative event designed to empower women in managing their financial and personal well-being. The event includes two social security seminars with a delicious lunch for everyone to enjoy. It provides valuable information, inspiration, connections, and conversations for women to prioritize their health, nurture their mental and emotional well-being, ensure financial independence, and enhance their overall happiness.  Two seminars will be taken place at both 12:30-1:30 pm and 2:30-3:30 pm. Presented by Katherine Martin, Certified Retirement Counselor. Vendors include Medicare specialist Jeanette Colby, Salt and Scrubs by Babz, Charmed and Threaded Jewlery Making, Mystical Kali, and many more!! The event is partially funded by First Trust, Corebridge, Ocean Park, Howard Capital Management and Russell Investments

Savvy Social Security Planning for Women

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life.

Plattduetsche

Join us for a memorable evening at one of the area's most charming outdoor venues, inspired by the rich traditions of German culture. Set against a picturesque backdrop, this event will feature authentic German cuisine, refreshing beverages including classic German beers and wines, and warm hospitality in a beautifully curated space. Guests will enjoy the relaxed ambiance of the open-air setting, perfect for meaningful conversations and networking. Whether you're savoring bratwurst and schnitzel or raising a stein in celebration, this night promises to be a delightful blend of culture, cuisine, and connection. We look forward to sharing this special experience with you.

A Day at the Ballpark with the Long Island Ducks

Pickleball Palooza

Join us for an exciting day of laughs, competition, and community at our Pickleball Palooza! Whether you're a seasoned pro or have never held a paddle, this event is designed for everyone to enjoy the fast-growing sport of pickleball in a friendly, inclusive atmosphere. Please note, your spot is not guaranteed until you get verbal confirmation from our team. Space is limited, so please wait for this confirmation before planning.

Market Outlook Webinar!

Feeling uncertain about how to navigate today's increasingly complex market? Join us for an educational webinar with research and strategy to serve as a guide for investors who feel unprepared or worried about investing. It is our mission to offer the knowledge, innovation and a defined plan in an effort to help investors maximize gains and minimize losses, even during volatile markets. We welcome Howard Capital Management and Capital Group with insights as to their takeaways for the current and long-term perspectives on markets and economics.

2025 Spring Shredding Day

A day to shred those files of papers while feeling confident in protecting your identity! Shred day will coincide with our new office renovation completion along with food trucks, beverages and a visit from Mr. Softee!

A Wine Lovers Dream - Private Wine Class

From the marvelous range of often-overlooked wines of the Loire Valley to the elegant Chardonnays and Pinot Noirs of Burgundy, we will explore the greatest winemaking regions in France.  We will simplify French wines so you can master our wine aisles and any restaurant wine list with confidence. Guided by professionals you'll spend 2 hours exploring famous winegrowing regions and sample delicious pours.  Small fixings with platters will be provided along with non alcoholic beverages and refreshments. 

NARFE Private Seminar - Wealth Management 101 and Principals of Preserving Wealth

Wealth Management 101 - Looking at some of the wealth management strategies that may help build long-term wealth in today's uncertain markets to include... Market Summary. Strategies to help protect your lifestyle from rising costs. Common Investing pitfalls. Key principles of investing & more...   Principles of Preserving Wealth - Focusing on Estate Management Objectives such as… Estate tactics and processes. Critical Documents. How estate taxes work.

☘️ Let's Celebrate St. Patrick's Day! ☘️

We invite you to join us for an evening filled with Irish cheer! Whether you're a current client, potential client, friend, or family member, this is the perfect opportunity to meet our team and get to know each other on a more personal level: Delicious Irish Cuisine - Sample traditional dishes Green Drinks - Savor the spirit of the season Dress Code: Feel free to wear your greenest attire! Look out for an RSVP link coming soon. We look forward to celebrating with you! Please note, your spot is not guaranteed until you get verbal confirmation from our team. Space is limited, so please wait for this confirmation before planning.

Savvy Social Security Planning for Women - Ladies Loving Life Seminar

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life.

William Floyd Teacher Appreciation Happy Hour

A special "Thank you" to all educators, support staff and administration who work tirelessly to ensure the wellbeing and educational development of the students attending William Floyd School District.

You're Invited! Step Into Our Newly Transformed Office Space

Savvy Social Security Planning for Women

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life

Savvy Social Security Planning for Women - Waitlist Registration

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life

2024 Markets & Election Cycle Webinar

Are you concerned about how the 2024 election might impact your retirement plan and investments?

Savvy Social Security Planning for Women

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life

Savvy Social Security Planning for Women

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life

Spring Shredding Day

A day to shred those files of papers while feeling confident in protecting your identity! Shred day will coincide with our new office renovation completion along with food trucks, beverages and a visit from Mr. Softee!

Savvy Social Security Planning for Women

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life

Savvy Social Security Planning for Women Seminar

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life.

Dinner Seminar - Tax Management with Direct Indexing

Please join us for a dinner seminar on Wednesday, November 1st at 6:30pm at Domenico's Restaurant in Levittown.  We will be having an interactive discussion on the benefits of Personalized Managed Accounts (PMA)/Direct Indexing. We will be joined by Jack Van Dyke, an investment consultant for personalized solutions with Russell Investments.  During this seminar we will discuss the importance of a customized separate account solution which is built entirely around your specific needs.

Savvy Social Security Planning for Women (copy)

What women need to know to help maximize their retirement income.

Savvy Social Security Planning for Women

What women need to know to help maximize their retirement income.

Client Appreciation Event

As a "thank you" for entrusting me with all that is important to you and for staying strong through one of the worst market events we may ever see; I'm inviting you to a client appreciation event! A time to let off some steam, enjoy a wonderful seafood dinner and marvel at the pretty views our Long Island Sound has to offer.  This event will include a departure and return on the Moon Chaser ferry boat out of Captree State Park in Bayshore over to Flynn's located on Fire Island.  At that time we will enjoy a surf and turf dinner while watching the sunset and listening to great tunes.

Client Appreciation Event

As a "thank you" for entrusting me with all that is important to you and for staying strong through one of the worst market events we may ever see; I'm inviting you to a client appreciation event! A time to let off some steam, enjoy a wonderful seafood dinner and marvel at the pretty views our Long Island Sound has to offer.  This event will include a departure and return on the Moon Chaser ferry boat out of Captree State Park in Bayshore over to Flynn's located on Fire Island.  At that time we will enjoy a surf and turf dinner while watching the sunset and listening to great tunes.

Life Insurance Policy Review

September is Life Insurance Awareness Month!  To celebrate we are hosting a webinar for our clients and guests to discuss the importance of doing a life insurance policy review. Does your policy cover income loss, mortgage and liabilities and education expenses? Are you able to supplement retirement spending or Long Term Care costs with your cash value? Join us and learn your answers to these questions.  Life insurance has changed over the years and you may in need of a review.

Healthcare in Retirement Webinar

So why should you worry about healthcare in retirement? Think of it this way: you are likely to be retired for 20 or more years. A lot can happen during that time, and it is likely that you will need some type of healthcare. Even if you are very healthy, you will be aging, you may get sick, you may have an accident. The time to prepare for this is now. When you have a solid plan in place, you will have one less thing to worry about during your retirement years – giving you the freedom to get more enjoyment out of that time of your life. This event will be presented by our friends at Nationwide.

BlackRock Market Update - June 2022

We invite you to join us for a conference call along with our strategic partner, BlackRock, the world’s largest asset manager. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Brett Wager, VP, is a Product Strategist in Multi-Asset Strategies & Solutions and Chair of the Cryptoasset Forum. Please see her bio below. Together, we will continue our discussion of recent market volatility and hopefully provide some clarity in this time of uncertainty. Zoom Webinar (Name/Video) will be turned off. https://cetera.zoom.us/j/91041535346?pwd=Mi8ySzJOQVNYR1FRNGt1TUpOOHBBQT09

Savvy Social Security Planning for Women

What women need to know to help maximize their retirement income.

Savvy Social Security Planning for Women

What women need to know to help maximize their retirement income.

Savvy Social Security Planning for Women

Learn the answers to your questions: How can I maximize my Social Security benefits? Are there survivor benefits if my husband or ex-husband dies? If I get divorced, are there divorced-spouse benefits? How can I best coordinate retirement benefits with my husband? What Social Security strategies should I consider before remarrying? And more...

30 Minutes on Medicare Basics

Baby Boomers are asking... What doe Medicare Cover? How do the four parts of Medicare work together? When do I have to enroll in Medicare? How does Medicare work with the insurance I've already got? What can I expect to pay for my healthcare down the line?

Savvy Social Security Planning for Women (10/20/20)

Learn the answers to your questions: • How can i maximize my Social Security benefits? • Are there survivor benefits if my husband or ex-husband dies? • If I get divorced, are there divorced-spouse benefits? • How can I best coordinate retirement benefits with my husband? • What Social Security strategies should I consider before remarrying? And more …

Managing Healthcare Expenses in Retirement

This educational workshop will cover the following: How Medicare enrollment periods work and what you need to do to avoid late-enrollment penalties. How much you can expect to pay in healthcare costs after going onto Medicare How Medicare works with private insurance to provide comprehensive coverage. Why most people pay too much for private insurance and how you can avoid excess costs. Why you must prepare for higher healthcare costs in retirement including the possibility of needing long-term care.

Savvy Social Security Planning for Women

Learn the answers to your questions: How can i maximize my Social Security benefits? Are there survivor benefits if my husband or ex-husband dies? If I get divorced, are there divorced-spouse benefits? How can I best coordinate retirement benefits with my husband? What Social Security strategies should I consider before remarrying? And more...

Retirement Savings Challenges for Women

Women and Money: Taking Charge of Your Financial Future

Investment Matters - 5 Smart Investment Strategies

Savvy Social Security Planning for Women

Learn the answers to your questions: - How can i maximize my Social Security benefits? - Are there survivor benefits if my husband or ex-husband dies? - If I get divorced, are there divorced-spouse benefits? - How can I best coordinate retirement benefits with my husband? - What Social Security planning should I consider before remarrying? And more...

Managing Your Lifestyle

We’ll take a look at how smart strategies can enhance your lifestyle while at the same time potentially freeing up assets to invest for the long term.

Financial Essentials - 403(b), New York State Teachers’ Retirement System

Reviewing the Pension Tier system and what each can expect in benefits verse traditional retirement savings.

Healthcare vs. Corona Virus Overview with Fidelity

- What impact the Corona virus has had on the economy - What does the rest of 2020 look like? - What areas may actually benefit from the virus

Global Market Overview with Blackrock

Global market outlook as it relates to the COVID19 virus and what we can expect to look for in the upcoming season.

Savvy Social Security Planning Seminar

What baby boomers need to know to help maximize retirement income.