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 Events

Keep up with all our events!

Bookmark this page as we often add new, helpful events!

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Upcoming Events

DATES

December 12

January 08

January 16

January 21​​​​

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Protect Your Assets and Avoid Costly and Time-Consuming Probate

Date: January 21, 2026

Time: 06:30AM  - 07:30 PM EST

Location: Eastern Advisory Group

410 Motor parkway, 2nd Floor

Hauppauge, NY 11788

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Available on Zoom!​​​

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How to Preserve & Protect Your Assets

Date: November 12, 2025

Time: 06:00AM PM EST

Location: Zoom

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Wills & Wine

Date: October 16, 2025

Time: 06:00 PM

Location: 228-15 Merrick Blvd. Laurelton

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Complimentary Lunch

Date: September 25, 2025

Time: 12:00 PM EST

Location: The Place on Park
50 Park Ave, Bay Shore, NY 11706

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SENIOR PLANNING SUMMIT

Date: Sept. 19, 2025

Time: 10:00AM - 12:00PM EST

Location:

Hofstra University Club – Community Room  
225 Hofstra University  
Hempstead, NY 11549

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BEYOND THE SALE - Navigating Elderly, Probate & Trust Transactions Smoothly

Date: Sept 9, 2025

Time: 10:00AM  - 12:00 PM EST

Location:

The Bristal at Westbury

117 Post Avenue, Westbury, NY 11590

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Continuing Legal Education

Date: Sept 9, 2025

Time: 10:00PM  -  4:00 PM EST

Location: Zoom

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Level Up Your Homeownership

Unlock the Secrets to Building, Funding, and Protecting Your Homeownership Legacy

Date: July 19, 2025

Time: 6:00PM EST

Location:

Fairway Mortgage

49 West Merrick Rd, Ste 200 Freeport,

NY 11520

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Estate Planning 101: Hear Celebrity Stories
 

Date: July 17, 2025

Time: 7:00PM EST

Location: Zoom

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Adulting 101: Estate Planning for College Students & Parents
 

Date: July 14, 2025

Time: 6:00PM EST

Location: 184 S. 1st St., Lindenhurst, NY 11757

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Myths vs Facts: Reserve Mortgages and Medicaid Trusts

Date: July 9, 2025

Time: 7:00PM EST

Location: Zoom

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Medicaid & Your Assets: What Families Need to Know

Date: June 25, 2025

Time: 2:00 PM - 3:30 PM

Location: 184 S. 1st St., Lindenhurst, NY 11757

 Important Topics Covered Include:

  • Medicaid Eligibility

  • Asset Planning

  • Mistakes to avoid

  • Live Q&A

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Free Estate Planning Workshop

Date: June 18, 2025

Time: 7:00 PM

Location: Virtual

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Wills & Wine

Date: May 15, 2025

Time: 7:00 PM

Location: 184 S. 1 Street Lindenhurst NY 11757

 Important Topics Covered Include:

  • Estate Planning

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Protect Your Legacy - Wills, Trusts & Probate Explained!

Date: April 2, 2025

Time: 7:00 PM

Location: Virtual

 Important Topics Covered Include:

  • Mortgages 101, Q&A

  • Trust and Estates

  • Landlord, Tenants & Eviction

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OAK KNOWLEDGE & NEST ABSTRACT

Date: February 26, 2025

Time: 10:00AM - 1:00PM EST

Location: 70 Charles Lendergh Blvd LL, Uniondale, NY 11553

 Important Topics Covered Include:

  • Mortgages 101, Q&A

  • Trust and Estates

  • Landlord, Tenants & Eviction

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CLAUDE R. BOYD - CARATOSSOLO FUNERAL HOME

Date: February 11, 2025

Time: 12:00 PM

Location: 1785 Deer Park Ave. Deer Park, NY 11729

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COFFEE & CONVERSATIONS

Date: January 27, 2025

Time: 1:00PM EST

Location: The Coves in Melville Clubhouse

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