Date/Time
Date(s) - September 24, 2026
11:00 am - 2:45 pm

Categories

September 24, 2026 Meeting & CE Event

Date: Thursday, September 24, 2026
Time: 11:00 AM – 2:45 PM
Location: Jonathan’s Restaurant
3000 Jericho Turnpike
New Hyde Park, NY 11040

3 Total CE Credits

Speaker: Robert Schlener, CMIT Solutions of South Nassau

Topic: Demystifying the WISP
2 CE Ethics Credits

Additional Speakers:
Stacey Kitay, Merrill Lynch
Mark Gutner, Goldman Sachs

Additional Topic: Managing Large Capital Gains, Wash Sales, and Loss Harvesting
1 CE Credit

Registration Pricing

Early Bird Registration

• Members: $125.00
• Nonmembers: $200.00

Late Registration

• Members: $150.00
• Nonmembers: $225.00