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Events

Upcoming Events

July 25, 2024

7:00p - 11:00p

The Moon Chaser - CapTree State Park

5th Annual Flynns Dinner Cruise

Join us for a beautiful evening on the water as we hop aboard the Moon Chaser Ferry out of Captree State Park where we'll enjoy the Summer breeze and breathtaking sunsets along our route. Our destination lands us at the famous Flynn's Restaurant on Fire Island.  There we will enjoy the energetic atmosphere, live entertainment and a delicious seafood and Prime Rib buffet. After dinner you are free to explore the surrounding area with a walk to the beach or a relaxing sit on the docks. The Moon Chaser boat is equipped with a cash bar and soothing music during its 45 minute trip each way.

Past Events

May 18, 2024

12:00p - 4:00p

Cetera Investors - Westbury Office

Spring Shredding Day

A day to shred those files of papers while feeling confident in protecting your identity! Shred day will coincide with our new office renovation completion along with food trucks, beverages and a visit from Mr. Softee!

April 11, 2024

6:00p - 8:30p

Domenico's Restaurant

Savvy Social Security Planning for Women

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life

April 9, 2024

6:00p - 8:30p

Domenicos Restaurant

Savvy Social Security Planning for Women Seminar

Join us for this fund education event where we will discuss important issues such as: How much Social Security do you stand to receive over the course of your lifetime. How to take advantage of spousal benefits, survivor benefits, and divorced-spouse survivor benefits. How to coordinate your own retirement income with benefits you might receive as a spouse or divorced spouse. Why you should consider your spouse's life expectancy when deciding when to claim your own retirement benefits. What to do if your marital status changes. How to plan for an extra-long life.

November 1, 2023

6:00p - 8:00p

Domenico's Restaurant

Dinner Seminar - Tax Management with Direct Indexing

Please join us for a dinner seminar on Wednesday, November 1st at 6:30pm at Domenico's Restaurant in Levittown.  We will be having an interactive discussion on the benefits of Personalized Managed Accounts (PMA)/Direct Indexing. We will be joined by Jack Van Dyke, an investment consultant for personalized solutions with Russell Investments.  During this seminar we will discuss the importance of a customized separate account solution which is built entirely around your specific needs.

August 3, 2023

6:00p - 8:30p

Domenico's Restaurant

Savvy Social Security Planning for Women (copy)

What women need to know to help maximize their retirement income.

August 1, 2023

6:00p - 8:30p

Domenico's Restaurant

Savvy Social Security Planning for Women

What women need to know to help maximize their retirement income.

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 discuss the importance of doing a life insurance policy review. Does your policy cover income loss, mortgage and liabilities and education expenses? Are you able to supplement retirement spending or Long Term Care costs with your cash value? Join us and learn your answers to these questions.  Life insurance has changed over the years and you may in need of a review.

July 27, 2022

6:00p - 7:00p

Zoom Webinar

Healthcare in Retirement Webinar

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. This event will be presented by our friends at Nationwide.

June 29, 2022

6:00p - 6:30p

https://cetera.zoom.us/j/91041535346?pwd=Mi8ySzJOQVNYR1FRNGt1TUpOOHBBQT09

BlackRock Market Update - June 2022

We invite you to join us for a conference call along with our strategic partner, BlackRock, the world’s largest asset manager. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Brett Wager, VP, is a Product Strategist in Multi-Asset Strategies & Solutions and Chair of the Cryptoasset Forum. Please see her bio below. Together, we will continue our discussion of recent market volatility and hopefully provide some clarity in this time of uncertainty. Zoom Webinar (Name/Video) will be turned off. https://cetera.zoom.us/j/91041535346?pwd=Mi8ySzJOQVNYR1FRNGt1TUpOOHBBQT09

June 8, 2022

6:30p - 8:30p

Domenico's of Levittown

Savvy Social Security Planning for Women

What women need to know to help maximize their retirement income.

June 7, 2022

6:30p - 8:30p

Domenico's of Levittown

Savvy Social Security Planning for Women

What women need to know to help maximize their retirement income.

September 26, 2021

11:30a - 12:15p

Samanea Mall

Savvy Social Security Planning for Women

Learn the answers to your questions: How can I maximize my Social Security benefits? Are there survivor benefits if my husband or ex-husband dies? If I get divorced, are there divorced-spouse benefits? How can I best coordinate retirement benefits with my husband? What Social Security strategies should I consider before remarrying? And more...

October 26, 2020

6:00p - 7:00p

6pm Zoom Conference Call - 1 646 876 9923

30 Minutes on Medicare Basics

Baby Boomers are asking... What doe Medicare Cover? How do the four parts of Medicare work together? When do I have to enroll in Medicare? How does Medicare work with the insurance I've already got? What can I expect to pay for my healthcare down the line?

October 20, 2020

6:00p - 7:00p

6pm Zoom Conference Call - 1 646 876 9923

Savvy Social Security Planning for Women (10/20/20)

Learn the answers to your questions: • How can i maximize my Social Security benefits? • Are there survivor benefits if my husband or ex-husband dies? • If I get divorced, are there divorced-spouse benefits? • How can I best coordinate retirement benefits with my husband? • What Social Security strategies should I consider before remarrying? And more …

October 14, 2020

6:00p - 7:00p

6pm Zoom Conference Call - 1 646 876 9923

Managing Healthcare Expenses in Retirement

This educational workshop will cover the following: How Medicare enrollment periods work and what you need to do to avoid late-enrollment penalties. How much you can expect to pay in healthcare costs after going onto Medicare How Medicare works with private insurance to provide comprehensive coverage. Why most people pay too much for private insurance and how you can avoid excess costs. Why you must prepare for higher healthcare costs in retirement including the possibility of needing long-term care.

October 8, 2020

6:00p - 7:00p

6pm Zoom Conference Call - 1 646 876 9923

Savvy Social Security Planning for Women

Learn the answers to your questions: How can i maximize my Social Security benefits? Are there survivor benefits if my husband or ex-husband dies? If I get divorced, are there divorced-spouse benefits? How can I best coordinate retirement benefits with my husband? What Social Security strategies should I consider before remarrying? And more...

August 27, 2020

4:00p - 5:00p

Zoom Conference Call - 1 646 876 9923

Retirement Savings Challenges for Women

Women and Money: Taking Charge of Your Financial Future

August 20, 2020

5:00p - 6:00p

Zoom Conference Call - 1 646 876 9923

August 13, 2020

5:00p - 6:00p

Zoom Conference Call - 1 646 876 9923

Savvy Social Security Planning for Women

Learn the answers to your questions: - How can i maximize my Social Security benefits? - Are there survivor benefits if my husband or ex-husband dies? - If I get divorced, are there divorced-spouse benefits? - How can I best coordinate retirement benefits with my husband? - What Social Security planning should I consider before remarrying? And more...

August 13, 2020

11:00a - 11:30a

Zoom Conference Call - 1 646 876 9923

Managing Your Lifestyle

We’ll take a look at how smart strategies can enhance your lifestyle while at the same time potentially freeing up assets to invest for the long term.

July 30, 2020

4:00p - 5:00p

Zoom Conference Call - 1 646 876 9923

Financial Essentials - 403(b), New York State Teachers’ Retirement System

Reviewing the Pension Tier system and what each can expect in benefits verse traditional retirement savings.

May 7, 2020

2:00p - 2:45p

Zoom Conference Call - 1 646 876 9923

Healthcare vs. Corona Virus Overview with Fidelity

- What impact the Corona virus has had on the economy - What does the rest of 2020 look like? - What areas may actually benefit from the virus

May 6, 2020

2:00p - 2:45p

Zoom Conference Call - 1 646 876 9923

Global Market Overview with Blackrock

Global market outlook as it relates to the COVID19 virus and what we can expect to look for in the upcoming season.

February 25, 2020

7:00p - 8:00p

Cetera Investors

Savvy Social Security Planning Seminar

What baby boomers need to know to help maximize retirement income.

Event Registration