Click the tab of the organization to view the Meetings & Events

    Tuesday, July 13, 1 – 2:30 p.m. ET
    Your office location - webinar
    What to Do When the Client Slips the Leash: Real World Trust Litigation & Ethics, as you Hope You’ll Never Have to See Them
    Speakers: Matthew Matiasevich, Crystal Patterson, Anthony LaRatta & John Rogers
    Sponsor: The American Bar Association Section of Real Property, Trust & Estate Law
    Cost: Section of Real Property, Trust & Estate Law Members $85; ABA members & Synergy Summit Members $150; General Public $175
    Credits: CLE credits available
    For additional information go to www.abanet.org

    LUTCF Courses
    CONNECTICUT, NEW JERSEY & NEW YORK

    Mondays, July 19 – September 6, 10 a.m. -12 p.m.
    Your Office Location - Webinar
    Techniques for Prospecting: Prospect of Perish
    Sterling Raskie
    Course: 200W
    Cost: $420

    Mondays, July 19 – September 6, 11 a.m. ET
    Your Office Location - Webinar
    Foundations of Retirement Planning
    Peter Coleman
    Course: 261W
    Cost: $420

    Tuesdays, July 20 – September 7, 11 a.m. ET
    Your Office Location - Webinar
    Essentials of Annuities
    Peter Coleman
    Course: 256W
    Cost: $420

    Thursdays, July 22 – September 9, 3 p.m. ET &
    Wednesdays, August 18 – October 6, 3 p.m. ET
    Your Office Location - Webinar
    Techniques for Meeting Client Needs
    Devang Patel
    Course: 202W
    Cost: $420

    Fridays, July 23 – September 10, 10 a.m. ET
    Your Office Location - Webinar
    Essentials of Life Insurance Products
    Sterling Raskie
    Course: 257W
    Cost: $420

    Mondays, August 16 – October 4, 10 a.m. ET
    Your Office Location - Webinar
    Foundations of Estate Planning
    Charles Carpenter
    Course: 271W
    Cost: $420

    Tuesdays, August 17 – October 5, 8 a.m. ET
    Your Office Location - Webinar
    Techniques for Exploring Personal Markets
    Sterling Raskie
    Course: 256W
    Cost: $420

    Wednesdays, August 18 – October 6, 8 a.m. ET
    Your Office Location - Webinar
    Foundations of Investment Planning
    Sterling Raskie
    Course: 264W
    Cost: $420

    Wednesdays, August 18 – October 6, 1 p.m. ET
    Your Office Location - Webinar
    Essentials of Multiline Insurance Products
    Robert Jones
    Course: 222W
    Cost: $420

    Fridays, August 20 – October 8, 9 a.m. ET
    Your Office Location - Webinar
    Techniques for Prospecting: Prospect or Perish
    Devang Patel
    Course: 200W
    Cost: $420

    Additional information and registration for courses listed above go to www.TheAmericanCollege.edu

    Tuesday, August 24th
    The American College Campus
    Dedication Ceremony for The American College’s “MetLife Learning Center”
    Larry Barton, PhD., President & CEO of The American College & Michael Vietri, CLU®, Executive Vice President, MetLife
    For more information call office of Public Relations at 610-526-1450 or email PR@TheAmericanCollege.edu

    Wednesday, August 25th
    Mandalay Bay, Las Vegas
    Senior Market Advisor Expo
    Pre-Conference CE 8 – 11:30 a.m.
    Craig W. Lemoine, CFP®, Assistant Professor of Financial Planning, The American College
    Register online at www.seniormarketexpo.com

    Thursday, July 15, 1 – 2:30 p.m. ET
    Your Office Location – Virtual Seminar
    Strategies to Improve Operational Efficiency & Transform Your Business Capabilities in the Era of Healthcare Reform
    Speakers: Dan Spirek & Jason Grau
    Sponsor: The TriZetto Group, Inc

    Thursday, July 29, 1 – 3 p.m. ET
    Your Office Location – Virtual Seminar
    Part 1: Health Literacy Overview & Steps for Implementing Your Own Program
    Speakers: Susan Pisano, Jessica Ridpath & Jill Griffiths

    Thursday, August 5, 1 – 3 p.m. ET
    Your Office Location – Virtual Seminar
    Part 2: Starting Up & Advancing Your Company’s Health Literacy Program
    Speakers: Susan Pisano, Dexter Campinha-Bacote, MD & Crystal Duran

    For more information and registration for events above go to www.ahip.org

     

    Monday & Tuesday, July 26th & 27th
    AICPA Boardroom, New York
    AICPA Employee Benefit Plan Audit Workshop for Defined Benefit & Defined Contribution Plans
    *Daily agenda can be viewed online.
    Cost: By 6/11 $975; after $1250
    Credits: 12 CPE

    Wednesday & Thursday, August 11th & 12th
    AICPA Boardroom, New York
    AICPA Emerging Partner Training Forum II
    Cost: By 6/27 $1150; after $1450
    Credits: 18.5 CPE

    For more information and registration for events above go to www.cpa2biz.com

     

    Tuesday, July 20th, 8:30 a.m. – 1 p.m.
    NYS Business Group/Conference Association, 180 East Main Street, Patchogue, NY
    Thursday July 15th 8:30 a.m. – 1 p.m.
    Marriott Long Island Hotel, 101 James Doolittle Blvd., Uniondale, NY
    Tuesday, July 13th 8:30 a.m. – 1 p.m.
    Alliance of Insurance & Financial Professionals, 989 Avenue of the Americas, 6th FL, NY
    Half Day Program: Understanding Annuities: A Basic Approach – Classroom (4CE)
    Retirement Planning Principles – Self Study (12 CE), with Exam
    Cost: AIFA & SFSP members $165; non-members $190
    Credits: 16 credits (CE credits good for NJ)

    Note: To register for courses above call Karen Beno at 212-221-3500 x308 or email at kbeno@taifp.com
    *Must register at least 14 days prior


    Wednesday, July 14, 2 – 3 p.m. ET
    Your office location - webinar
    Resolving Legal & Financial Issues in Elder Care
    Christ Cooper, CFP®
    Cost: FPA members $35; non-members $45
    Credits: 1 CFP®

    Thursday, July 22, 2 – 3 p.m. ET
    Your office location - webinar
    Fiduciary Ethos – The Link to Leadership Behaviors
    Don Trone
    Cost: FPA members free; non-members $45

    Wednesday, August 4, 2 – 3 p.m. ET
    Your office location - webinar
    Beyond the Mission Statement: Capturing the Fullness of Philanthropic Intent
    Susan Turnbull
    Cost: FPA members $35; non-members $45
    Credits: 1 CE

    Additional information and registration for courses listed above go to www.fpanet.org

     

    Tuesday, June 1st – August 17th, 6:30 – 9:40 p.m.
    Hofstra University Campus, Hempstead, NY
    Fundamentals of Financial Planning
    Anne Marie Kehoe
    Cost: $595
    Course: H4131

    Tuesday, June 1st – August 17th, 6:30 – 9:40 p.m.
    Hofstra University Campus, Hempstead, NY
    Risk Management & Insurance Planning
    Jack Chite
    Cost: $595
    Course: H4132

    Tuesday, June 1st – August 17th, 6:30 – 9:40 p.m.
    Hofstra University Campus, Hempstead, NY
    Income Tax Planning
    John Spinelli
    Cost: $595
    Course: H4134

    Wednesday, June 2nd – August 18th, 6:30 – 9:40 p.m.
    Hofstra University Campus, Hempstead, NY
    Employee Benefits & Retirement Planning
    Cost: $595
    Course: H4135

    Thursday, June 3rd – August 19th, 6:30 – 9:40 p.m.
    Hofstra University Campus, Hempstead, NY
    Estate Planning
    April Haupt
    Cost: $595
    Course: H4136

    For additional information and to register for courses above go to www.ce.hofstra.edu or call 516-463-7800.


    Thursday, October 28th, 4:30 – 7 p.m.
    Location to be announced
    2010 CE Meeting #3 – Portfolio Management
    Credits: 2 IMCA

    For additional information and to register for courses above go to www.imcany.org/CEEnrollment.html


    NAIFA Webinar: Regulatory Issues Updated

    Tuesday, July 13, 1:00 to 2:00 p.m., ET
    The Government Relations team of the National Association of Insurance and Financial Advisors (NAIFA) will provide an updates on financial services reform, the new federal; health care laws and both state and federal efforts tax insurance products.
    To register, go to https://www2.gotomeeting.com/register/267094674
    Questions: NAIFA Member Service Center. (877) 866-2432.


    Monday, July 19th – Friday, July 30th
    The Westin New York at Times Square
    NYU’s Summer Institute in Taxation
    - Introduction t International Taxation: 7/19 – 7/21
    - Advanced International Taxation: 7/22 & 7/23
    - Introduction to Trusts & Estates: 7/19 – 7/21
    - Institute on Federal Wealth Taxation: 7/22 & 7/23
    - Introduction to State & Local Taxation: 7/26 – 7/28
    - State & Local Taxation II: 7/29 & 7/30
    - Introduction to Partnerships: 7/26 – 7/28
    - Introduction to Consolidated Returns: 7/28 – 7/30
    Sponsors: Fox Rothschild, LLP; Horwood Marcus & Berk (HM&B); KPMG
    For additional information or to become a sponsor contact Kathleen Costello at scps.atl@nyu.edu or call 212-992-3320.

    Monday, July 26th – Friday, July 30th, 9 a.m. – 5 p.m.
    Woolworth Building, 15 Barclay
    NYU’s Continuing Education: Finance & Accounting Intensive for Graduate Students
    John Mahoney & Alan Anderson
    Course: R51.1204
    Cost: 995
    For additional information and to register go online to www.scps.nyu.edu

    Monday, July 26th – Friday, July 30th, 9 a.m. – 5 p.m.
    Midtown Center, 11 W 42nd Street
    NYU’s Continuing Education: Finance Intensive for Graduate Students
    Alan Anderson
    Course: R51.1207
    Cost: 995
    For additional information and to register go online to www.scps.nyu.edu


    Tuesdays, September 14 – December 21, 7:45 – 9:55 p.m.
    1000 Hempstead Avenue, Rockville Centre, NY
    Financial Planning Process & Insurance
    *These MBA course satisfy the educational requirements for the CFP® National Exam.
    GMAT not required for admission
    Course: Business 525
    For additional information call 1-800-4- MOLLOY or contact Bruni Zena at bzena@molloy.edu

    Wednesdays, September 9 – December 22, 7:45 – 9:55 p.m.
    1000 Hempstead Avenue, Rockville Centre, NY
    Retirement Planning & Employee Benefits
    *These MBA course satisfy the educational requirements for the CFP® National Exam.
    GMAT not required for admission
    Course: Business 543
    For additional information call 1-800-4- MOLLOY or contact Bruni Zena at bzena@molloy.edu
 

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