Need to educate a group in your organization?

Let us do the work! As a New York State licensed provider with the Office of Professions Education Accountancy Department, our firm conducts several informational seminars each year that qualify for professional CPE certification.

Our credentialed team is available for your organization’s private engagement or professional event. Seminars are geared toward informing attendees on the latest benefit, insurance and wealth management concepts and are suitable for:

  • Accountants
  • School Business Officials
  • High Net Worth Individuals
  • Attorneys
  • Human Resource Managers
  • Business Owners
  • CEOs
  • CFOs

To schedule a private consultation or to request information: