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CLIENT CENTER

Calendar of Events

Keep These Events on Your Radar

Our gold medal services clients, benefit from workshops on high interest areas of concern in finance. Members can register and bring guests who are interested in becoming clients to these special events. Space for each is limited, so check back frequently to see the newest offering.

2019 could be very confusing for many investors. A new year brings opportunities for investors to review their overall financial plan. Please join us for our 2019 Outlook Workshop.  RSVP required, space is limited.  Please call us at 718-331-3700 to reserve your seats.

May 29 2019 7pm  Hunters Steak & Ale House  Dinner will be served . SOLD OUT

May 30 2019 11am Brunch Hunters Steak & Ale House

*Valet Parking available for your convenience


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