Events

Bowling Event

Join us for a fun night of bowling on Thursday, January 29th at 6pm.

2025 Long Island Ducks Family Outing

Bring the family to enjoy a night at the ballpark with Cetera Investors! Come early for food and drinks and stay after the game for fireworks!

Pickleball Palooza: A Fun-Filled Tournament for Clients, Friends, and Family

Join us for an exciting day of laughs, competition, and community at our Pickleball Palooza!

2nd Annual Spring Fling: Shred, Snack, and Socialize!

Now that tax season is over bring any unwanted personal documents to shred at our office!

Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income

As you approach retirement, it's more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income. Please join us for this fun and educational event.

Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income

As you approach retirement, it's more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income. Please join us for this fun and educational event.

☘️ Let's Celebrate St. Patrick's Day Early! ☘️

We invite you to join us for an evening filled with Irish cheer!

Bowling Appreciation Event!

Enjoy an evening out and come hit the lanes with us!

You're Invited! Step Into Our Newly Transformed Office Space

We're excited to unveil our newly renovated and expanded office space! Join us for an open house evening as we celebrate this next step in enhancing our services for you.

2024 Markets & Election Cycle Webinar

Are you concerned about how the 2024 election might impact your retirement plan and investments?

Client Beach Party

Come enjoy a great day at the beach! Guests are not only welcomed, but ENCOURAGED!

Client Fishing Trip

1st Annual Shredding Event

Join us for a fun-filled client appreciation event on Saturday, May 18th at the parking lot of our office (1400 Old Country Rd, Westbury, NY 11590) anytime from 12:00 PM - 4:00 PM. Now that tax season is over bring any unwanted personal documents to shred at our office! There will be an empanada truck and an ice cream truck! Bring friends and family!

Golf Simulator Appreciation Event!

Bowling Appreciation Event!

Benefits Of Direct Indexing

Please join us on Wednesday, November 1st at 6:30pm at Domenico's in Levittown for an interactive discussion on the benefits of Personalized Managed Accounts (PMA) / Direct Indexing.

Client Beach Party

Come enjoy a great day at the beach! Guests are not only welcomed, but ENCOURAGED!

Savvy Tax Planning Webinar

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy. In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.

Managing Through the Coronavirus Crisis

The current market distress is most directly related to the uncertainty surrounding COVID-19, as these known unknowns create market volatility (and losses).

Savvy IRA Planning

Tax-saving strategies to help you get more out of your IRA

Savvy Tax Planning

How tax planning changes through four stages of retirement.

Savvy Social Security Planning for Baby Boomers

What baby boomers need to know to help maximize retirement income.

Savvy Social Security Planning for Baby Boomers

What baby boomers need to know to help maximize retirement income.

Savvy Social Security Planning