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Here you can find out about upcoming events and view photo galleries of past events. Some events may allow for online registration and the ticket purchase. Click the event name to view more details.
Upcoming Events

Wednesday, February 21, 2018

 
Cybersecurity for the Financial Advisor: Protecting Your Office

Thursday, March 1, 2018

 
Northeast Florida Chapter Event - Cyber & Bourbon
3/1/2018
Location: Jacksonville, Florida    Time: 4:00 PM -6:30 PM
Northeast Florida Chapter Event - Cyber & Bourbon

Wednesday, March 7, 2018

 
Solving the Unique Challenges of the Family-Owned Business: A Case Study (Webinar)
3/7/2018
Time: 12:00 - 1:00 PM ET
Solving the Unique Challenges of the Family-Owned Business: A Case Study (Webinar)

Thursday, March 8, 2018

 
Buffalo, NY Chapter - Economic Update: GUIDE TO THE MARKET 2018
3/8/2018
Location: Williamsville, New York    Time: 8:00 AM
Buffalo, NY Chapter - Economic Update: GUIDE TO THE MARKET 2018

Wednesday, March 14, 2018

 
The Life Insurance Agent as Financial Planner (Journal Live)
3/14/2018
Time: 12:00 - 12:45 pm ET
The Life Insurance Agent as Financial Planner (Journal Live)

Tuesday, March 20, 2018

 
Estate, Insurance, and Charitable Planning following the 2017 Enactment of the Tax Cuts and Jobs Act
3/20/2018
Time: 12:00 - 1:00 PM ET
Estate, Insurance, and Charitable Planning following the 2017 Enactment of the Tax Cuts and Jobs Act

Tuesday, March 27, 2018

 
Retirement Income Considerations under the New Tax Laws (Webinar)
3/27/2018
Time: 12:00 - 1:00 PM ET
Retirement Income Considerations under the New Tax Laws (Webinar)

Tuesday, April 10, 2018

 
Topic - Positioning Life Insurance in Connection with Financial Planning (Webinar)

Thursday, April 19, 2018

 
Buffalo, NY Chapter - Educational Breakfast – Family Business Coach James Bedard III
4/19/2018
Location: Williamsville, New York    Time: 8:00 -09:30 AM
Buffalo, NY Chapter - Educational Breakfast – Family Business Coach James Bedard III

Wednesday, April 25, 2018

 
Topic - Business Planning after Tax Cuts and Jobs Act (Webinar)

Thursday, May 10, 2018

 
Toledo Chapter Project 419 Event
5/10/2018
Location: Toledo, Ohio    Time: 7:30 AM -3:30 PM
Toledo Chapter Project 419 Event

Wednesday, May 16, 2018

 
Topic - Charitable Planning (VTC)
5/16/2018
Time: 1:00 - 3:10 p.m EST
Topic - Charitable Planning (VTC)

Wednesday, May 23, 2018

 
Topic - Planning in the Low Interest Rate Environment - Estate and Business Planning Ideas (Webinar)

Tuesday, June 12, 2018

 
Webinar - Topic TBD
6/12/2018
Time: 12:00 - 1:00 pm ET
Webinar - Topic TBD

Tuesday, June 19, 2018

 
Webinar - Topic TBD
6/19/2018
Time: 12:00 - 1:00 pm ET
Webinar - Topic TBD
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