Events
Whether we’re staying on top of trends or diving into new topics, our team is committed to providing valuable insights to our clients and guests—with some fun along the way! If any of the events below catch your eye, feel free to call us, and we’ll gladly add you to the guest list. Have a specific topic in mind? We’d love to hear your suggestions, so give us a call to chat.
Upcoming Events
June 6, 2026
11:00a - 3:00p
Westbury Office Parking Lot
3rd Annual Spring Fling: Shred, BBQ, and Socialize!
Now that tax season is over bring any unwanted personal documents to shred at our office!
Past Events
March 11, 2026
6:00p - 9:00p
Paddy's Loft
2nd Annual St. Patrick's Day Event! ☘️
We invite you to join us for an evening filled with Irish cheer!
January 29, 2026
6:00p - 8:00p
Bowlero
Pins, Snacks & Good Times!
Enjoy an evening out and come hit the lanes with us!
May 17, 2025
12:00p - 4:00p
Westbury Office Parking Lot
2nd Annual Spring Fling: Shred, Snack, and Socialize!
Now that tax season is over bring any unwanted personal documents to shred at our office!
March 12, 2025
6:00p - 8:00p
Paddy's Loft
☘️ Let's Celebrate St. Patrick's Day Early! ☘️
We invite you to join us for an evening filled with Irish cheer!
February 26, 2025
6:00p - 8:00p
The Winston
Wine & Chocolate: A February Indulgence
Indulge in the ultimate experience where chocolate, wine, and camaraderie blend perfectly.
February 4, 2025
7:00p - 8:00p
Zoom Webinar
Maximizing Your Child's College Savings with a 529 Plan
As a parent of a student in the Long Beach Public Schools, you're invited to a Zoom presentation designed to ease your concerns about future college expenses.
January 21, 2025
6:00p - 8:00p
Bowlero
Strike Up Some Fun: Bowling Appreciation Night
Enjoy an evening out and come hit the lanes with us!
November 14, 2024
5:00p - 8:00p
Cetera Investors Long Island
You're Invited! Step Into Our Newly Transformed Office Space
We’re excited to unveil our newly renovated and expanded office space! Join us for an open house evening as we celebrate this next step in enhancing our services for you.
October 2, 2024
6:30p - 7:30p
Zoom Webinar
2024 Markets & Election Cycle Webinar
Are you concerned about how the 2024 election might impact your retirement plan and investments?
July 27, 2024
5:00p - 10:00p
Fairfield Properties Ballpark
1st Annual Long Island Ducks Family Outing
Come enjoy a night at the ballpark with Long Island Financial Planning Group! Come early for food and drinks and stay after the game for fireworks!
June 25, 2024
6:15p - 8:00p
Painters' Restaurant
Social Security, Medicare, & Tax Planning Dinner Workshop
As you approach retirement, it is more important than ever to understand the role Social Security and Medicare benefits play in your overall retirement income. Poor choices through misunderstanding or ignorance of the rules can result in people paying more taxes, surcharges, and penalties than necessary. As a result, they may see their savings drop faster.
May 18, 2024
12:00p - 4:00p
Westbury Office Parking Lot
1st Annual Shredding Event!
Now that tax season is over bring any unwanted personal documents to shred at our office!
May 7, 2024
6:30p - 8:30p
Destination Unknown Beer Company
Make Your Own Pizza
Join us for a pizza class with The Spotted Crust on Tuesday, May 7th from 6:30 PM - 8:30 PM.
April 16, 2024
6:30p - 7:30p
Zoom Webinar
[WEBINAR] SOCIAL SECURITY, MEDICARE, & TAX PLANNING
As you approach retirement, it is more important than ever to understand the role Social Security and Medicare benefits play in your overall retirement income. Poor choices through misunderstanding or ignorance of the rules can result in people paying more taxes, surcharges, and penalties than necessary. As a result, they may see their savings drop faster.
March 12, 2024
6:30p - 8:30p
Bowlero
Bowling Appreciation Event!
Enjoy an evening out and come hit the lanes with us!
February 8, 2024
6:00p - 8:00p
The Winston
Wine & Chocolate Pairing Tasting Event
Chocolate, wine, and friends, what more could you want? February is the month of everything rich and decadent. We are hosting a tasting event pairing our favorite wines and local fine chocolates.
November 1, 2023
6:30p - 8:30p
Domenico's
Benefits of Direct Indexing
Please join us on Wednesday, November 1st at 6:30pm at Domenico's in Levittown for an interactive discussion on the benefits of Personalized Managed Accounts (PMA) / Direct Indexing.
August 3, 2023
7:00p - 11:00p
The Moon Chaser
3rd Annual Flynn’s Dinner Cruise
Kick back and enjoy the summer breezes and magnificent sunsets on your way to this famous Fire Island landmark. Dine right on the water at Flynn's, Fire Islands most famous restaurant. Sway to the music and enjoy the party atmosphere as you feast on steak and seafood. After dinner, shed your shoes and take a walk to the beach or enjoy Flynn's famous frozen concoctions.
June 19, 2023
7:00a - 11:00a
Captree State Park
3rd Annual Fishing Trip
Fish with us out of Captree State Park in Babylon, NY on The Captain Eddie B III.
June 14, 2023
6:00p - 7:00p
California Diner
Partner Event: Medicare Made Easy
Health care costs continue to climb. Is there a way to help plan for and mitigate these costs?
April 25, 2023
6:00p - 7:00p
Our Office
Savvy IRA Planning for Baby Boomers
Tax-saving strategies to help you get more out of your IRA. The decisions you make today can impact your overall retirement plan.
April 19, 2023
6:00p - 7:00p
Our Office
Healthcare in Retirement Workshop
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.
September 29, 2022
6:00p - 7:00p
Zoom Webinar
Life Insurance Policy Review
September is Life Insurance Awareness Month! To celebrate we are hosting a Webinar for our clients and guests to learn the importance of doing a life insurance policy review.
July 21, 2022
7:00p - 11:00p
The Moon Chaser
Flynn’s Dinner Cruise
Kick back and enjoy the summer breezes and magnificent sunsets on your way to this famous Fire Island landmark. Dine right on the water at Flynn’s, Fire Islands most famous restaurant. Sway to the music and enjoy the party atmosphere as you feast on steak and seafood. After dinner, shed your shoes and take a walk to the beach or enjoy Flynn’s famous frozen concoctions.
October 22, 2021
12:00p - 4:00p
TBA
Long Island Wineries Event
What’s better than enjoying a day at the beautiful Long Island vineyards!
September 17, 2021
10:00a - 4:00p
Captain Lou Fleet's Atlantic Pearl
Whale Watching Trip
Come view nature at its doorstep!
August 18, 2021
12:00p - 4:30p
The Island Princess Captree
Fishing Trip
Fish with us out of Captree Park in Babylon, NY on the Island Princess.
April 27, 2021
6:00p - 7:00p
Zoom Webinar
Top 10 Mistakes Investors Make
Based on academic research, industry research, and our experience in this industry, these are the 10 most common mistakes that we see investors make.
December 15, 2020
6:30p - 7:30p
Zoom Webinar
Managing Through the Coronavirus Crisis
3 Main Talking Points: Explain what is happening; This is bad, but how does it compare to 2008; There is a path forward.
September 1, 2020
6:30p - 7:30p
Zoom Webinar
Wealth Transfer Planning
We are going to talk about ways to ensure the next generation gets more of the money and assets you have worked for. You have spent your life working to provide for your family, and we want to help them keep more of what you earned.
August 18, 2020
6:30p - 7:30p
Zoom Webinar
Preparing for Home Ownership
There are a lot of benefits of buying a home. Many of them are emotional – I’m not an expert in that, so we will be focusing on the financial aspects of home ownership. But the fact remains that owning a home is a major goal for many of us. Reaching that goal can bring a sense of freedom and accomplishment. At Cetera, we want to help you achieve more of your goals and more from your life.
August 11, 2020
6:30p - 7:30p
Zoom Webinar
Understanding Life Insurance
Resources, and money is a resource, can help you get more out of life. Most of us want our loved ones to get more out of life as well. This is especially true of life insurance. You as the insured don’t directly reap the benefits of life insurance. When you purchase life insurance, you are more confident knowing that your family will be cared for when you die. You are preparing to help them get more of their own dreams after you are gone.
August 4, 2020
6:30p - 7:30p
Zoom Webinar
Saving for College
We are here to talk about helping your children or grandchildren pay for college.
July 28, 2020
6:30p - 7:30p
Zoom Webinar
Preparing for Retirement
We are here to talk about preparing for retirement. Why is it important to prepare for retirement now? It’s simple – so you can get more out of your retirement years – more time, and more chances to do what’s important to you. And that freedom comes from doing the planning now. Today’s workshop will help you understand retirement and what it takes to be ready for life after work. As part of your preparation for retirement, you’ll earn, spend and save money in a way that’s more meaningful to you.
July 14, 2020
6:30p - 7:30p
Zoom Webinar
Financial Literacy 101
Financial literacy is the first step to building strong money habits and avoiding lifelong financial struggles. You’ll earn, spend and save money in a way that’s more meaningful to you.