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Upcoming Events

Upcoming Events

  • Health + Wealth + Estate Planning Panel
    Health + Wealth + Estate Planning Panel
    Mon, Mar 27
    346 Westbury Ave, Carle Place, NY 11514
    Mar 27, 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
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  • Professional Networking and Sharing
    Professional Networking and Sharing
    Mon, Apr 17
    Carle Place (Office Conference Room)
    Apr 17, 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.
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  • How to get your numbers in line
    How to get your numbers in line
    Wed, Apr 26
    Carle Place (Office Conference Room)
    Apr 26, 12:30 PM – 2:00 PM
    Carle Place (Office Conference Room) , 346 Westbury Ave, Carle Place, NY 11514
    Now that the tax return is filed and the numbers have all been checked, how to take them to the next level and reinforce your financial house is in order. Pizza and drinks will be served.
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  • 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, 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.
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  • Empty Nester Power Walk Extravaganza
    Empty Nester Power Walk Extravaganza
    Wed, May 24
    Jones Beach Field 6 (West Side of Lot)
    May 24, 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.
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  • 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, 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.
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  • Professional Networking and Sharing
    Professional Networking and Sharing
    Tue, Jul 18
    Carle Place (Office Conference Room)
    Jul 18, 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.
    Buy Tickets
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