The NOT so Stretchy Stretch IRA: 3 Alternatives (Presented By: Craig Ferrantino, CWS®, CFF®)

In 2019, Congress passed the SECURE Act, effectively eliminating access to an estate planning strategy called the Stretch IRA. In the flurry of events and legislation that have transpired since then, it is easy to forget that this change occurred. At this webinar, we will discuss the implications of the SECURE legislation and explore alternatives […]

Client Appreciation Event: TOPGOLF!

Top Golf 5231 Express Dr N, Holtsville

We are excited to host our first event at Topgolf. So what is Topgolf? In short, its a sports entertainment complex that features an inclusive, high-tech golf game that everyone can enjoy. We have reserved a few "hitting bays" that are partially outside (perfect for COVID safety requirements) and they are heated for this time […]

5 Steps to Protect Your Online Identity (Presented By: Craig Ferrantino, CWS®, CFF®)

This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will FEEL […]