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Upcoming Events

Upcoming Events

  • Getting Started in the Workplace: How to make it work for you
    Getting Started in the Workplace: How to make it work for you
    Getting Started in the Workplace: How to make it work for you
    Time is TBD
    346 Westbury Ave 2nd FL Carle Place NY
    Time is TBD
    346 Westbury Ave 2nd FL Carle Place NY
    Time is TBD
    346 Westbury Ave 2nd FL Carle Place NY
    EVENT IS POSTPONED NEW DATE AND TIME TBD
  • April Tune Up and Check In
    April Tune Up and Check In
    April Tune Up and Check In
    Thu, Apr 18
    Zoom Webinar
    Apr 18, 2024, 8:00 PM – 9:10 PM
    Zoom Webinar
    Apr 18, 2024, 8:00 PM – 9:10 PM
    Zoom Webinar
    FREE Webinar to check on where you're at TODAY and how you're mapped up to move FORWARD professionally, personally and financially.
  • On Going Tune Up
    On Going Tune Up
    On Going Tune Up
    Thu, Feb 22
    Virtual Event
    Feb 22, 2024, 8:00 PM – 9:15 PM
    Virtual Event
    Feb 22, 2024, 8:00 PM – 9:15 PM
    Virtual Event
    Let’s check in on your plan for the year, addressing personal, professional and financial goals.
  • New Year Tune-Up
    New Year Tune-Up
    New Year Tune-Up
    Thu, Jan 11
    Virtual Event
    Jan 11, 2024, 8:00 PM – 9:15 PM
    Virtual Event
    Jan 11, 2024, 8:00 PM – 9:15 PM
    Virtual Event
    Let’s check in on your previous year's wins and losses and plan for the year ahead, addressing financial, professional and personal goals.
  • From Good to Better - Energizing your path forward
    From Good to Better - Energizing your path forward
    From Good to Better - Energizing your path forward
    Sat, Nov 11
    346 Westbury Ave 2nd FL Carle Place NY
    Nov 11, 2023, 10:30 AM – 12:30 PM
    346 Westbury Ave 2nd FL Carle Place NY
    Nov 11, 2023, 10:30 AM – 12:30 PM
    346 Westbury Ave 2nd FL Carle Place NY
    How to keep moving forward, with energy and information to enrich your financial and professional progress.
  • From Good to Better - Energizing your path forward
    From Good to Better - Energizing your path forward
    From Good to Better - Energizing your path forward
    Wed, Oct 25
    Virtual Event
    Oct 25, 2023, 8:00 PM – 9:15 PM
    Virtual Event
    Oct 25, 2023, 8:00 PM – 9:15 PM
    Virtual Event
    How to keep moving forward, with energy and information to enrich your financial and professional progress.
  • Getting Started in the Workplace: How to make it work for you
    Getting Started in the Workplace: How to make it work for you
    Getting Started in the Workplace: How to make it work for you
    Thu, Sep 28
    Virtual Event
    Sep 28, 2023, 8:00 PM – 9:15 PM
    Virtual Event
    Sep 28, 2023, 8:00 PM – 9:15 PM
    Virtual Event
    Let’s review how to set yourself up for a successful work experience along with positive financial habits.
  • Young Couples – Having the money conversation, how and why.
    Young Couples – Having the money conversation, how and why.
    Young Couples – Having the money conversation, how and why.
    Tue, Jul 11
    Zoom Call
    Jul 11, 2023, 8:00 PM – 9:00 PM
    Zoom Call
    Jul 11, 2023, 8:00 PM – 9:00 PM
    Zoom Call
    Join us on zoom to set up a process that will strengthen your communication over money and set you up for long term financial success.
  • Get-Up-And-Go Power Walk Extravaganza
    Get-Up-And-Go Power Walk Extravaganza
    Get-Up-And-Go Power Walk Extravaganza
    Wed, May 24
    Jones Beach Field 6 (West Side of Lot)
    May 24, 2023, 5:30 PM – 7:00 PM
    Jones Beach Field 6 (West Side of Lot), Ocean Pkwy, Wantagh, NY 11793
    May 24, 2023, 5:30 PM – 7:00 PM
    Jones Beach Field 6 (West Side of Lot), Ocean Pkwy, Wantagh, NY 11793
    Let’s get out and enjoy some fresh air along with networking and schmoozing. Wear your sneakers and join us for a walk on the boardwalk.
  • New College Graduate – how to set up your finances for success
    New College Graduate – how to set up your finances for success
    New College Graduate – how to set up your finances for success
    Tue, May 16
    Zoom Call
    May 16, 2023, 7:30 PM – 9:00 PM
    Zoom Call
    May 16, 2023, 7:30 PM – 9:00 PM
    Zoom Call
    Now that you are about to enter the real world, where should you start to set up your finances for success.
  • Professional Networking and Sharing
    Professional Networking and Sharing
    Professional Networking and Sharing
    Mon, Apr 17
    Carle Place (Office Conference Room)
    Apr 17, 2023, 5:30 PM – 7:00 PM
    Carle Place (Office Conference Room), 346 Westbury Ave, Carle Place, NY 11514
    Apr 17, 2023, 5:30 PM – 7:00 PM
    Carle Place (Office Conference Room), 346 Westbury Ave, Carle Place, NY 11514
    Professional meet up for introduction to shared value-added workshops and seminars.
  • Health + Wealth + Estate Planning Panel
    Health + Wealth + Estate Planning Panel
    Health + Wealth + Estate Planning Panel
    Mon, Mar 27
    346 Westbury Ave, Carle Place, NY 11514
    Mar 27, 2023, 5:30 PM – 7:30 PM
    346 Westbury Ave, Carle Place, NY 11514
    Mar 27, 2023, 5:30 PM – 7:30 PM
    346 Westbury Ave, Carle Place, NY 11514
    Schmooz, Sip + Learn from our panel of experts actionable tips on finding balance for health, wealth and planning. Esther Zelmanovitz, Estate and Elder Law Attorney Helen Keit, Broker, Keller Williams Realty Landmark Sharon McDermott, L.Ac., CBD: Licensed Acupuncturist Certified Birth Doula
  • Galentine’s Day Celebration
    Galentine’s Day Celebration
    Galentine’s Day Celebration
    Tue, Feb 14
    Novita
    Feb 14, 2023, 5:30 PM – 7:00 PM
    Novita, 860 Franklin Ave, Garden City, NY 11530
    Feb 14, 2023, 5:30 PM – 7:00 PM
    Novita, 860 Franklin Ave, Garden City, NY 11530
    Don’t sit home! First drink on me! Come raise a glass to you!! Meet up and schmooze with fabulous women as we celebrate love and power on this Galentine’s Day.
  • Professional Networking and Sharing
    Professional Networking and Sharing
    Professional Networking and Sharing
    Thu, Jan 12
    Carle Place (Office Conference Room)
    Jan 12, 2023, 5:30 PM – 7:00 PM
    Carle Place (Office Conference Room), 346 Westbury Ave, Carle Place, NY 11514
    Jan 12, 2023, 5:30 PM – 7:00 PM
    Carle Place (Office Conference Room), 346 Westbury Ave, Carle Place, NY 11514
    Professional meet up for introduction to shared value-added workshops and seminars.
  • Cocktails + Conversation
    Cocktails + Conversation
    Cocktails + Conversation
    Wed, May 11
    Join us on Zoom
    May 11, 2022, 5:30 PM – 7:00 PM
    Join us on Zoom
    May 11, 2022, 5:30 PM – 7:00 PM
    Join us on Zoom
    Let's discuss gathering assets TODAY and how to generate income in the FUTURE
  • Cocktails + Conversation
    Cocktails + Conversation
    Cocktails + Conversation
    Wed, May 11
    Join Us On Zoom
    May 11, 2022, 5:30 PM – 7:30 PM
    Join Us On Zoom
    May 11, 2022, 5:30 PM – 7:30 PM
    Join Us On Zoom
    We'll talk about what you can do TODAY to generate assets for the FUTURE income in retirement
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