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Events

Upcoming Events

April 22, 2021

6:00p - 7:00p

Zoom

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Market & Economic Update with Phil Blancato

Please join us for an informative conversation with Philip Blancato, CEO and President of Ladenburg Thalmann Asset Management

May 6, 2021

6:30p - 8:00p

Secure Planning Strategies Webinar - ZOOM

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Special Needs Planning Webinar - Healing Haven

Speakers, Minoti Rajput, CFP®, ChSNC®, Elinor Ho, ChFC®, CPWA®, ChSNC®, and Mehul Mistry, CFP® ChSNC® of Secure Planning Strategies will explain the importance of Special Needs planning strategies and will address questions for both planning and key components of the ABLE and Secure Acts.

Past Events

April 7, 2021

6:30p - 8:00p

Secure Planning Strategies Webinar - ZOOM

Special Needs Planning Webinar

Speakers, Minoti Rajput, CFP®, ChSNC®, Elinor Ho, ChFC®, CPWA®, ChSNC®, and Mehul Mistry, CFP® ChSNC® of Secure Planning Strategies will explain the importance of Special Needs planning strategies and will address questions for both planning and key components of the ABLE and Secure Acts.

Event Registration