Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 6, 2021
6:30p - 8:00p
Secure Planning Strategies Webinar - ZOOM
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.
April 22, 2021
6:00p - 7:00p
Zoom
Market & Economic Update with Phil Blancato
Please join us for an informative conversation with Philip Blancato, CEO and President of Ladenburg Thalmann Asset Management
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.