Financial advisor mastermind Events and Things to do in Melville, NY
Free Consultation with a Licensed Financial Advisor
Tomorrow at 10:00 AM + 319 more
Queens · 181-22 Union Tpke
Free Consultation with a Licensed Financial Advisor
Tomorrow at 10:00 AM + 319 more
Queens · 181-22 Union Tpke
Investor Agent Mastermind | Operate Locally, Invest Nationally
Thu, Jul 16, 7:00 PM + 1 more
Manhasset · Keller Williams Gold Coast
Investor Agent Mastermind | Operate Locally, Invest Nationally
Thu, Jul 16, 7:00 PM + 1 more
Manhasset · Keller Williams Gold Coast

Life Insurance & Annuities in Private Wealth Management
Thu, Jul 9, 5:30 PM
New York · 535 5th Ave 13th floor

Life Insurance & Annuities in Private Wealth Management
Thu, Jul 9, 5:30 PM
New York · 535 5th Ave 13th floor
Free Consultation with a Certified Financial Planner® (Virtual)
Wednesday at 6:00 PM + 43 more
New York · NYC Metro Area (Virtual)
Free Consultation with a Certified Financial Planner® (Virtual)
Wednesday at 6:00 PM + 43 more
New York · NYC Metro Area (Virtual)
401(k) Advice with a Certified Financial Planner® (Virtual)
Tomorrow at 10:00 AM + 229 more
New York · NYC Metro Area (Virtual)
401(k) Advice with a Certified Financial Planner® (Virtual)
Tomorrow at 10:00 AM + 229 more
New York · NYC Metro Area (Virtual)
Financial Advising: Compliance & Management – 1 Day Training, Jersey
Wed, Jul 29, 9:00 AM + 5 more
Jersey City · Regus - Jersey City - Harborside Financial
Financial Advising: Compliance & Management – 1 Day Training, Jersey
Wed, Jul 29, 9:00 AM + 5 more
Jersey City · Regus - Jersey City - Harborside Financial
Dinner with a Certified Financial Planner® - Ask Me Anything
Monday at 6:00 PM + 78 more
New York · Manhattan / Zoom
Dinner with a Certified Financial Planner® - Ask Me Anything
Monday at 6:00 PM + 78 more
New York · Manhattan / Zoom
Fiscally Fabulous® Women & Wealth Masterclass | Confidence & Cash Flow
Mon, Jul 13, 7:00 PM + 2 more
Anywhere USA · Virtual Zoom Session
Fiscally Fabulous® Women & Wealth Masterclass | Confidence & Cash Flow
Mon, Jul 13, 7:00 PM + 2 more
Anywhere USA · Virtual Zoom Session
Lisa + Russell's Dinner @ Durian Thai (Westchester - New Rochelle)
Mon, Jul 20, 6:00 PM
New Rochelle · Durian Thai New Rochelle
Lisa + Russell's Dinner @ Durian Thai (Westchester - New Rochelle)
Mon, Jul 20, 6:00 PM
New Rochelle · Durian Thai New Rochelle
2026 Real Estate Expo: Financial Literacy Summit at City College
Sat, Jul 11, 9:00 AM
New York · The City College of New York
2026 Real Estate Expo: Financial Literacy Summit at City College
Sat, Jul 11, 9:00 AM
New York · The City College of New York
Free Lunch/Coffee with a Certified Financial Planner® - Ask me anything
Saturday at 12:00 PM + 88 more
New York · Manhattan / Zoom
Free Lunch/Coffee with a Certified Financial Planner® - Ask me anything
Saturday at 12:00 PM + 88 more
New York · Manhattan / Zoom
Mutual Funds & Tax Planning – 1 Day Training, New York
Tuesday at 9:00 AM + 7 more
New York · Regus - New York City - 100 Church Street
Mutual Funds & Tax Planning – 1 Day Training, New York
Tuesday at 9:00 AM + 7 more
New York · Regus - New York City - 100 Church Street
Party at Dandelion Westport - Gold Coast Connect Summer Networking Party
Tue, Jul 21, 7:00 PM
Westport · Dandelion - Westport
Party at Dandelion Westport - Gold Coast Connect Summer Networking Party
Tue, Jul 21, 7:00 PM
Westport · Dandelion - Westport
2026《安家美国》地产论坛 “Living in US” Real Estate Forum
Sat, Jul 11, 2:00 PM
New York · 15 E 40th St 12th floor
2026《安家美国》地产论坛 “Living in US” Real Estate Forum
Sat, Jul 11, 2:00 PM
New York · 15 E 40th St 12th floor
Rye, NY Wellness Networking Breakfast for Heart-led Entrepreneurs
Thu, Jul 30, 8:30 AM
Rye · Le Pain Quotidien
Rye, NY Wellness Networking Breakfast for Heart-led Entrepreneurs
Thu, Jul 30, 8:30 AM
Rye · Le Pain Quotidien
NYC Women in Tech: Founders & Professionals Networking Night
Tuesday at 7:00 PM
New York · Tap Haus 33
NYC Women in Tech: Founders & Professionals Networking Night
Tuesday at 7:00 PM
New York · Tap Haus 33
Women & Money: How to Make Sense of Today’s Financial Markets (on Zoom)
Wed, Jul 15, 1:00 PM + 6 more
Englewood · Englewood Public Library
Women & Money: How to Make Sense of Today’s Financial Markets (on Zoom)
Wed, Jul 15, 1:00 PM + 6 more
Englewood · Englewood Public Library