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  • “DESIGNATIONS DEMYSTIFIED: CHOOSING THE RIGHT FINANCIAL PROFESSIONAL” - Rescheduled - Date TBD

“DESIGNATIONS DEMYSTIFIED: CHOOSING THE RIGHT FINANCIAL PROFESSIONAL” - Rescheduled - Date TBD

  • April 27, 2016
  • 5:30 PM - 8:00 PM
  • McCarthy Fingar LLP, 11 Martine Ave, 12th Floor, White Plains, NY 10606

Registration

  • Registration and payment for WWBA Member and additional guests who are WWBA Members.
  • Registration and payment directly from an Invited Guest (Non-Member)

Registration is closed


               

The Matrimonial Committee proudly presents:

“DESIGNATIONS DEMYSTIFIED: CHOOSING THE RIGHT FINANCIAL PROFESSIONAL”

Ever wonder what all those letters after a financial professional’s name really mean? Do they matter when you or your client need advice?  Come find out!

Speakers:
Karen R. Caccavo, MBA, DMM
Martin Greene, CPA/ABV ASA
Douglas Grover, CDFA, CFP, Chartered Retirement Plan Specialist
Adam P. Kozak, CFP, Professional Registered Representative, Investment Advisor Representative

 



Date:

Wednesday, April 27, 2016
Time:
5:30 p.m. - Registration & Networking
6:00 - 8:00 p.m. - Program
Place:
McCarthy Fingar LLP
11 Martine Ave, 12th Floor
White Plains, NY 10606
Charge:
$25 for WWBA 
$35 for Non-WWBA Members
~ Registration includes light supper ~

RSVP:
RSVP by April 26, 2016 to Linda Loscalzo at lloscalzo@mccarthyfingar.com or
register and/or pay online at www.wwbany.org


Checks payable to "WWBA"
PO Box 926, Hartsdale, NY 10530


Not a member?  Join today at www.wwbany.org
 
This event is for WWBA members and invited guests only. 
The opinions expressed by any program presenter are the presenter’s own, and do not reflect the official position of the WWBA.

PO Box 926, Hartsdale, NY 10530
Phone: (914) 505-6045
executivedirector@wwbany.org

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