Events

3rd Annual Spring Fling: Shred, BBQ, and Socialize!

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

Savvy Social Security Planning for Baby Boomers Workshop

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager, Dennis Herrera, Wealth Manager, and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

2nd Annual St. Patrick's Day Event! ☘️

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

Pins, Snacks & Good Times!

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

Pins, Snacks & Good Times! 🎳

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

2025 Long Island Ducks Family Outing

Come enjoy a night at the ballpark with Long Island Financial Planning Group! 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!

Social Security & Managing Healthcare Costs in Retirement

Join us for an educational dinner seminar sponsored in part by Jack Root, Regional Vice President at Prudential. We'll be discussing Social Security and Medicare.

⛳ Market Outlook at X-Golf ⛳

Come on down and join our team and partners for an exciting and educational afternoon at X-Golf in Westbury!

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

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

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

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.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

2024 Markets & Election Cycle Webinar

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

1st Annual Shredding Event!

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

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

Taste On The Beach

Sunday October 8th, 2023 at Taste On The Beach On Stehli & Ransom Beaches In Bayville New York.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, Wealth Manager and Casey M. Krebs, CFP® , CSSCS, CERTIFIED FINANCIAL PLANNER™, with Cetera Investors. They are dedicated to helping invest prudently for retirement with the help of Social Security.

Managing Healthcare Expenses In Retirement

Now is the time to start planning for healthcare expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. This workshop is purely educational. No specific insurance or investments products will be discussed.

Secure Act 2.0 Webinar

Join us in learning about the new Secure Act 2.0 legislation and what it could mean for you!

Savvy Social Security Planning For Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, and Casey M. Krebs, CSSCS, Wealth Managers, with Cetera Investors. They are dedicated to helping New York residents invest prudently for their retirement with the help of Social Security.

Savvy Social Security Planning For Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, and Casey M. Krebs, CSSCS, Wealth Managers, with Cetera Investors. They are dedicated to helping New York residents invest prudently for their retirement with the help of Social Security.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, and Casey M. Krebs, CSSCS, Wealth Managers, with Cetera Investors. They are dedicated to helping New York residents invest prudently for their retirement with the help of Social Security.

Savvy Social Security Planning for Baby Boomers

Your hosts for this evening will be John M. Valente, CSSCS, and Casey M. Krebs, CSSCS, Wealth Managers, with Cetera Investors. They are dedicated to helping New York residents invest prudently for their retirement with the help of Social Security.

Life Insurance Policy Review

September is Life Insurance Awareness Month! To celebrate we are hosting a Webinar for our clients and guests to learn the importance of doing a life insurance policy review.

Market Update with BlackRock

We invite you to join us for a Webinar along with our strategic partner, BlackRock, the world’s largest asset manager. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Brett Wager, VP, a Product Strategist in Multi-Asset Strategies & Solutions and Chair of the Cryptoasset Forum.

Social Security for Baby Boomers Workshop

Your hosts for this evening will be John M. Valente, CSSCS, and Casey M. Krebs, CSSCS, Wealth Managers, with Cetera Investors. They are dedicated to helping New York residents invest prudently for their retirement with the help of Social Security.

Social Security for Baby Boomers Workshop

Your hosts for this evening will be John M. Valente, CSSCS, and Casey M. Krebs, CSSCS, Wealth Managers, with Cetera Investors. They are dedicated to helping New York residents invest prudently for their retirement with the help of Social Security.

Social Security for Baby Boomers Workshop

Your hosts for this evening will be John M. Valente, CSSCS, and Casey M. Krebs, CSSCS, Wealth Managers, with Cetera Investors. They are dedicated to helping New York residents invest prudently for their retirement with the help of Social Security

Social Security for Baby Boomers Workshop

Your hosts for this evening will be John M. Valente, CSSCS, and Casey M. Krebs, CSSCS, Wealth Managers, with Cetera Investors. They are dedicated to helping New York residents invest prudently for their retirement with the help of Social Security

Financial Wellness / Retirement Planning Workshop

Taste on The Beach

Jazz lovers and foodies will spend the afternoon at one of the most picturesque beach fronts on Long Island's storied Gold Coast as they indulge their senses during this years fabulous Taste On The Beach event which highlights local businesses and celebrates the talented makers who pour their heart and soul into creating them. 

The Challenge at The Woods Golf Outing

Come down, bring a guest, and golf with us at The Woods Golf Outing! To sign up, please contact us!

Fishing Trip

Fish with us out of Captree Park in Babylon, NY on the Island Princess.