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Upcoming Events

July 24th – Financial Services For Individuals & Business Owners Webinar

Time: Tuesday, July 24th, 2018 @ 1pm-1:30pm
Register Here
Description: This webinar will cover some of the financial services we offer individuals and business owners.


July 24th – CPE Seminar

Time: Tuesday, July 24th, 2018 @8am-11am
Location: DoubleTree by Hilton Tarrytown, 455 S Broadway, Tarrytown, NY 10591
Courses:  Pointers for the Fiduciaries from the 401(k) Auditor (1 CPE credit) & Qualified Retirement Plans & the 20% Pass-Through Deduction (1 CPE credit)

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