Calendar of Events

 


Please note:  Topics and speakers are subject to change due to availability of speakers. 


February 15, 2012
Monthly Program Meeting (5:30 PM - 8:30 PM)
Location: Crest Hollow Country Club, Woodbury, NY

Social Security Strategies, How to Optimize Retirement Benefits
Presentation by:  William Meyer and Charlie Ryan, CFP(R); Social Security Solutions Inc.

Click here for the meeting announcement and registration form. 

Click here Case Study Handouts. 


March 21, 2012
Monthly Program Meeting (5:30 PM - 8:30 PM)
Location: Crest Hollow Country Club, Woodbury, NY

Investment Themes for 2012
Presentation by:  Matthew S. Baker, Vice President,
Capital Markets Strategy Group at Fidelity Financial Advisor Solutions


April 18, 2012 
Monthly Program Meeting (5:30 PM - 8:30 PM)
Topic to offer 2 NY State Insurance CE Credits
Location: Crest Hollow Country Club, Woodbury, NY


April 25, 2012
Board of Directors Meeting (8:30 AM)
Location: On Parade Diner, Jericho Tpke, Woodbury, NY


May 16, 2012
Monthly Program Meeting (5:30 PM - 8:30 PM)
Location: Crest Hollow Country Club, Woodbury, NY 


June 11, 2012
The Annual Scott Hirschbein Memorial Golf Outing
AM Shotgun start
Location: Wind Watch Golf & Country Club, Hauppauge, NY


June 20, 2012
Monthly Program Meeting (5:30 PM - 8:30 PM)
Topic to offer 2 NY State Insurance CE Credits
Location: Crest Hollow Country Club, Woodbury, NY


October 26, 2012
13th Annual Symposium & Exhibition
8:00 AM - 6:00 PM
Location: Crest Hollow Country Club, Woodbury, NY

 


 

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