Events

Monthly Meetings

 

 April 12, 2017
New DOL Rule
Presented by:
Ernest Guerriero, CLU,ChFC,CEBS,CPCU,CPC,CMS,AIF
Director, Head of Qualified Plan Marketing

May 10, 2017
“Guardianships: The impact upon Wealth Management”
 Presented by: Theresa B. Marangas, Esq. Of Counsel

June 14, 2017
“Business Lessons from Scarlett O’Hara”

Presented by: Paula Bartel


Admission:
$20 Members
$40 Non Members

****NOTICE:   All future monthly meetings for the WIFS Albany NY Chapter will take place on the 2nd Wednesday of every month, at 11:30am. The location will change every month****

Mark your calendars!!