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

Cost: $125.00

The discount code will be provided to board members.