QUESTIONS ABOUT THE EVENT?

Katheen Suker, Executive Vice President Kathleen.Suker@Marcumllp.com 

631-414-4288



Sponsors Welcome! $500 - Two admissions & display table at event

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2015 BREAKFAST MEETING AND EVENTS CALENDAR

Long Island Thursday breakfast meetings take place at 8AM

at Carlyle at the Palace, 1600 Round Swamp Road, Plainview, NY

Long Island Breakfast Meetings & Sponsors  

  • January 29 - Ian Baker, PRB Wealth Management
  • February 26  - Gerald Joseph, Gerber Finance Inc.
  • March 26 -David Warshaw, The WealthPlan
  • April 30 – Hal Pasetsky, TriNet
  • May 28 – Len Cohen & Paresh B. Shah, Forest Hills Financial
  • June 25 – Morris Tabush, Tabush
  • July 30 – Brian J. White, Ameriprise Financial Services, Inc.
  • August 27  - Andrew Saluk, NEFCU
  • September 24 – Bruce D. Smith, Center for Wealth Preservation
  • October 29 – Cristian Anghel, Santander Bank       
  • November 19 – Peter J. Klein, Klein Wealth Management, HighTower         
  • December 17  - Janine Giorgenti, Giorgenti New York

 NYC Breakfast Meetings & Sponsors

 NYC Wednesday breakfast meetings take place at 8AM at

Arno Restaurant, 141 W. 38th St., NY, NY 

  • January 14 –  Gerald Joseph, Gerber Finance Inc.
  • February 11 - Jeff Weiner, HKM Associates
  • March 11 - Ian Baker, PRB Wealth Management
  • April 8 – Morris Tabush, Tabush
  • May 13 – Hal Pasetsky, TriNet
  • June 10 – Ron Geffner, N.L. Financial Group
  • July 8 – Harry Armon, ARCAP Partners LLC
  • August 12 - Karen Keating, Tradition Title Agency, Inc.
  • September 9 - Peter J. Klein, Klein Wealth Management, HighTower       
  • October 14 – Len Cohen & Paresh B. Shah, Forest Hills Financial
  • November 11 – Ian Weinberg, Family Wealth & Pension Management LLC
  • December 9 – Aviva Pinto, Highline Wealth Management

  

Save the Date!

Tuesday, October 27, 2015 -  Autumn Networking Cocktail Reception, Garden City Hotel