Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our team is dedicated to providing sound information to our clients and guests. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list. We are also open to suggestions, if you want to learn more about a specific topic, give us a call to discuss.

Upcoming Events

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!

Past Events

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 21, 2024

6:30p - 8:00p

Zona Italian Restaurant

SOCIAL SECURITY, MEDICARE, & TAX PLANNING

As you approach retirement, it’s 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.

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.

July 13, 2023

6:00p - 8:30p

Shoreline Trading Company

1st Annual Shoreline Happy Hour Cruise

Grab some friends, coworkers, or go it alone to live it up on one of the most beautiful views on the entire east coast from the water aboard Running Wild, our beautiful 1920s inspired commuter yacht.

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.

Event Registration