Past Events

Medicare - Take All the Guesswork Out Speaker: Mark Brownstein, CSA Certified Senior Advisor • Know when, how and who needs to enroll in Medicare • What is the difference between open enrollment and general enrollment. • What do I need to know before enrolling in a Medicare plan? • What are Medicare parts A, B, C, and D? • Medicare coverage, cost, and the need for supplemental insurance. • Will you have an Income Related Monthly Adjustment? • Is…

TCJA - One Year Later (The Tax Cuts and Jobs Act) Speaker: Paul Iannone, Attorney & CPA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Meeting Schedule 4:00 - Directors Meeting 5:00 - Committee Meetings 5:30 - Business Meeting 6:00 - Buffet Dinner 7:00 - Education Program Members: $40.00    Guests: $50.00 Ticket up no later than the Friday before the meeting All payments are cleared through PayPal but you do not have to…

This meeting is on a Tuesday Last Chance Tax Update Speaker: Kathryn Keane, EA 2 Federal CEs (IRS Circular 230) for this session CPAs, CFPs, and Attorneys may qualify also Meeting Schedule 4:00 – Directors Meeting 5:00 – Committee Meetings 5:30 – Business Meeting 6:00 – Buffet Dinner 7:00 – Education Program Members: $40.00    Guests: $50.00 Ticket up no later than the Friday before the meeting All payments are cleared through PayPal but you do not have to have a PayPal…