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Woodbury, New York

137 Woodbury Road

Woodbury, NY 11797

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please register or give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 17, 2021

7:00p - 9:00p

Online Event

IN THE ROOM with Leslie Odom, Jr.

Get your digital front-row seat as Leslie shares his journey to success in word and music. His journey was never inevitable, including many setbacks he writes about in his bestselling book Failing Up: How to Take Risks, Aim Higher, and Never Stop Learning.

March 10, 2021

11:00a - 12:30p

Zoom Webinar - Register Today!

January 21, 2021

6:00p - 7:00p

Webinar: https://us02web.zoom.us/meeting/register/tZEtfuGuqj0rHdwTB1aF3X_sNgzElVu3e_zA

2021 Market Updates As The Recovery Takes Hold In The New Year -Session 2

Webinar: https://us02web.zoom.us/meeting/register/tZEtfuGuqj0rHdwTB1aF3X_sNgzElVu3e_zA

January 21, 2021

1:00p - 2:30p

Webinar: https://us02web.zoom.us/meeting/register/tZEtc-6qrzIuEt0Ja3HJLwjd8ZpbSF1z2isq

2021 Market Updates As The Recovery Takes Hold In The New Year - Session 1

Webinar: https://us02web.zoom.us/meeting/register/tZEtc-6qrzIuEt0Ja3HJLwjd8ZpbSF1z2isq

June 11, 2020

12:00p - 1:00p

WEBINAR

CORONAVIRUS: IMPACT ON THE MARKETS

Join us for some great financial education to help you understand the market and your financial plan at this time.

Event Registration