Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please register or give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 11, 2026
5:00p - 9:00p
The NED NoMad
November 19, 2025
11:00a - 12:00p
ONLINE WEBINAR
November 18, 2025
2:00p - 3:00p
Harborfields Public Library
November 7, 2025
8:30a - 2:45p
Huntington Hilton
September 9, 2025
8:00a - 5:00p
Crescent Beach Club
September 7, 2025
8:00a - 2:00p
Saltaire Yacht Club
January 14, 2025
10:00a - 11:00a
Online Zoom Webinar
November 8, 2024
8:30a - 2:30p
Huntington Hilton
October 20, 2024
9:00a - 12:00p
Belmont Lake State Park
October 16, 2024
6:00p - 7:00p
VIRTUAL
October 16, 2024
11:00a - 12:00p
VIRTURAL
September 23, 2024
6:30p - 7:45p
Half Hollow Hills Library
September 18, 2024
6:00p - 7:00p
VIRTUAL
September 18, 2024
10:00a - 11:00a
VIRTUAL
September 12, 2024
5:30p - 7:30p
Fountaingate Gardens
Financial Planning Association Panel Discussion - To Trust or Not to Trust
The Financial Planning Association is hosting an event featuring Donna M. Stefans, Esq., AIF, alongside other experienced trust and estate attorneys. This interactive discussion will cover key topics such as when to use a trust, types of trusts, situations for specific trusts, and when not to use a trust. Attendees are encouraged to bring specific questions or case scenarios for personalized advice from the expert panel.
June 15, 2022
6:00p - 7:00p
ZOOM
Insights on Today's Market with Anthony Camilleri
Register for our interactive webinar! We want to keep you updated as possible in light of the market! Join us to hear insights on today's most critical economic and investment topics with guest speaker Anthony Camilleri, Vice President, American Funds. This event is purely educational. No products or services will be offered for sale and there is no obligation. Securities and advisory services offered through Cetera Advisor Networks LLC, a Broker/Dealer & Registered Investment Advisor, member FINRA/SIPC. Cetera is under separate ownership from any other named entity
June 8, 2022
10:00a - 11:00a
ZOOM
Insights on Today's Market with Anthony Camilleri
Register now for our interactive webinar! We want to keep you updated as possible in light of the market! Join us to hear insights on today's most critical economic and investment topics with guest speaker Anthony Camilleri, Vice President, American Funds. This event is purely educational. No products or services will be offered for sale and there is no obligation. Securities and advisory services offered through Cetera Advisor Networks LLC, a Broker/Dealer & Registered Investment Advisor, member FINRA/SIPC. Cetera is under separate ownership from any other named entity 137 Woodbury Road, Woodbury, NY 11797
June 17, 2021
7:00p - 9:00p
Online Event
IN THE ROOM with Leslie Odom, Jr.
Get your digital front-row seat as Leslie shares his journey to success in word and music. His journey was never inevitable, including many setbacks he writes about in his bestselling book Failing Up: How to Take Risks, Aim Higher, and Never Stop Learning.
March 10, 2021
11:00a - 12:30p
Zoom Webinar - Register Today!
January 21, 2021
6:00p - 7:00p
Webinar: https://us02web.zoom.us/meeting/register/tZEtfuGuqj0rHdwTB1aF3X_sNgzElVu3e_zA
2021 Market Updates As The Recovery Takes Hold In The New Year -Session 2
Webinar: https://us02web.zoom.us/meeting/register/tZEtfuGuqj0rHdwTB1aF3X_sNgzElVu3e_zA
January 21, 2021
1:00p - 2:30p
Webinar: https://us02web.zoom.us/meeting/register/tZEtc-6qrzIuEt0Ja3HJLwjd8ZpbSF1z2isq
2021 Market Updates As The Recovery Takes Hold In The New Year - Session 1
Webinar: https://us02web.zoom.us/meeting/register/tZEtc-6qrzIuEt0Ja3HJLwjd8ZpbSF1z2isq
June 11, 2020
12:00p - 1:00p
WEBINAR
CORONAVIRUS: IMPACT ON THE MARKETS
Join us for some great financial education to help you understand the market and your financial plan at this time.