Past Events

Our last few Happy Hour events were a blast, and we are thrilled to to meet in person again! This time, we're celebrating the Holidays! Please join us on Wednesday, December 14th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you! To confirm attendance, please click here.

CPE Credits available for all CPA's who attend! CFP Credits available for Certified Financial Planners who attend!   We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners! We are honored to have Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, share ways business…

The New Year has arrived! Time to celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, January 18th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you! To confirm attendance, please click here

We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, February 8th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Reverse Mortgages & Long-Term Care Protection Strategies. Tim Kennedy, Certified Reverse Mortgage Professional and host of “It’s Just A Mortgage” radio show, will provide an overview of reverse mortgage options. He will discuss how a reverse mortgage equity line of credit can assist homeowners…

Hope everyone is enjoying their February! Let's celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, February 22nd at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you! To confirm attendance, please click here

Join us on Wednesday, March 1st at 6 pm for the 2023 ACLD Poker for a Purpose Kickoff Event at Simplay in Hauppauge! There will be complementary simulator games & hors d’oeuvres and an opportunity for extra chips & casino dollars if you register for the #PokerForAPurpose event in May. Register below to experience this fantastic evening of networking and fun while supporting ACLD and its mission to provide opportunities for children and adults with autism, learning & developmental disabilities. Register Here

Hosted by Ken Fish & Brian Doherty Sponsored by NAIFA We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, March 22nd at 8:00 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Social Security Benefits. Ken Fish, Regional Vice President for Touchstone Investments, & Brian Doherty, a nationally-recognized authority on Social Security claiming strategies and a speaker and media commentator, will provide the ins and outs…

Hope everyone is enjoying their April! Let's celebrate the end of tax season with another fun in-person gathering and connect over Happy Hour! Please join us on Wednesday, April 26th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you! To confirm attendance, please click here