Events

🍝 Kicking Off Our First Client Pasta‑Making Experience

Join us on March 24th at 6:30 PM for a fun, hands‑on fresh pasta cooking class in Amityville, complete with guided instruction, great company, and an invitation to bring a guest for an unforgettable culinary experience.

30 Minutes on Medicare Basics - Webinar

In this 30 minute presentation we're going to talk about some of the things you need to know about health care when planning your retirement.

2nd Annual St. Patrick's Day Event!

Join Angarola & Mahabadi Wealth Management on March 11th at Paddy’s Loft for a festive St. Patrick’s–themed evening featuring Irish cuisine, green drinks, and great company, with space limited and verbal confirmation required to secure your spot.

Game On! A Night of Fun and Food

Join us for an exciting Gameshow Night on October 15th, 2025, at Casaletto Ristorante, and bring a guest to share in the fun, food, and thrilling gameshow challenges!

Managing Health Care Expenses in Retirement

In this live dinner seminar we will be going over things you need to know about health care when planning your retirement including long term care and other expenses.

2nd Annual Shredding Event

Join us for a fun-filled client appreciation event on Saturday, May 17th at the parking lot of our office (1400 Old Country Rd, Westbury, NY 11590) anytime from 12:00 PM - 4:00 PM. Now that tax season is over bring any unwanted personal documents to shred at our office! There will be a cheesesteak truck and an ice cream truck! Bring friends and family!

Game On! A Night of Fun and Food

Join us for an exciting Gameshow Night on April 2nd, 2025, at Filomena's Restaurant, and bring a guest to share in the fun, food, and thrilling gameshow challenges!

☘️ Let's Celebrate St. Patrick's Day Early! ☘️

30 Minutes on Medicare Basics - Webinar

In this 30 minute presentation we're going to talk about some of the things you need to know about health care when planning your retirement.

Casino Night

Fortune favors the bold! Join us for an evening of high stakes fun at our exclusive Casino Night, specially crafted for valued clients and guests like you!

2024 Markets & Election Cycle Webinar

Are you concerned about how the 2024 election might impact your retirement plan and investments? If so, then you will want to join this webinar!

How Tax Strategy Changes Through Four Stages of Retirement

We will be discussing how different tax strategies can change between the four stages of retirement.

Savvy Social Security Planning

This workshop will help you understand the impact Social Security can have on your retired life, and how you can legally increase your benefits.

1st Annual Shredding Event

Join us for a fun-filled client appreciation event on Saturday, May 18th at the parking lot of our office (1400 Old Country Rd, Westbury, NY 11590) anytime from 12:00 PM - 4:00 PM. Now that tax season is over bring any unwanted personal documents to shred at our office! There will be an empanada truck and an ice cream truck! Bring friends and family!

Savvy IRA Planning for Baby Boomers

Tax-saving strategies to help you get more out of your IRA. The decisions you make today can impact your overall retirement plan.

1st Annual Casino Night

Fortune favors the bold! Join us for an evening of high stakes fun at our exclusive Casino Night, specially crafted for valued clients and guests like you!

30 Minutes on Medicare Basics

In this 30 minute presentation we're going to talk about some of the things you need to know about health care when planning your retirement.

3rd Annual Flynn's Dinner Cruise

Kick back and enjoy the summer breezes and magnificent sunsets on your way to this famous Fire Island landmark. Dine right on the water at Flynn’s, Fire Islands most famous restaurant. Sway to the music and enjoy the party atmosphere as you feast on steak and seafood. After dinner, shed your shoes and take a walk to the beach or enjoy Flynn’s famous frozen concoctions.

3rd Annual Fishing Trip

Fish with us out of Captree State Park in Babylon, NY on The Captain Eddie B III.

Life Insurance Policy Review

September is Life Insurance Awareness Month! To celebrate we are hosting a Webinar for our clients and guests to learn the importance of doing a life insurance policy review.

Healthcare in Retirement Webinar

So why should you worry about healthcare in retirement? Think of it this way: you are likely to be retired for 20 or more years. A lot can happen during that time, and it is likely that you will need some type of healthcare. Even if you are very healthy, you will be aging, you may get sick, you may have an accident. The time to prepare for this is now. When you have a solid plan in place, you will have one less thing to worry about during your retirement years – giving you the freedom to get more enjoyment out of that time of your life.

Market Update with BlackRock

We invite you to join us for a Webinar along with our strategic partner, BlackRock, the world’s largest asset manager. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Brett Wager, VP, a Product Strategist in Multi-Asset Strategies & Solutions and Chair of the Cryptoasset Forum.

Managing Health Care Expenses in Retirement

In this live dinner seminar we will be going over things you need to know about health care when planning your retirement including long term care and other expenses.

30 Minutes on Medicare Basics

In this 30 minute presentation we're going to talk about some of the things you need to know about health care when planning your retirement.

Social Security Planning: Basic Rules & Claiming Strategies

In this presentation you will learn about the basic rules of social security and its claiming strategies. After listening to this presentation you will be able to make a more informed decision on when to claim.

Four keys to making a difference in a family caregiving challenge

At this workshop, you will learn: - When to begin creating a caregiving strategy - How to ensure that medical needs are met - The necessity of a health care agent and power of attorney - How to deal with estates, trusts, and assets - How and why you need to review insurance policies, including Medicare - What to consider when seniors can no longer manage their own finances - How to make sure the caregiver isn't overwhelmed

Four keys to making a difference in a family caregiving challenge

At this workshop, you will learn: - When to begin creating a caregiving strategy - How to ensure that medical needs are met - The necessity of a health care agent and power of attorney - How to deal with estates, trusts, and assets - How and why you need to review insurance policies, including Medicare - What to consider when seniors can no longer manage their own finances - How to make sure the caregiver isn't overwhelmed

4 Keys to Cutting College Costs: How to Avoid Overpaying

Families often overpay for college, take on too much debt, and hurt their savings and retirement strategies because they’ve tumbled unprepared into the late-stage college funding pressure cooker. Come listen in to learn how to avoid some of these mistakes.

4 Keys to Cutting College Costs: How to Avoid Overpaying

Families often overpay for college, take on too much debt, and hurt their savings and retirement strategies because they’ve tumbled unprepared into the late-stage college funding pressure cooker. Come listen in to learn how to avoid some of these mistakes.

Savvy IRA Planning for Baby Boomers

Tax-saving strategies to help you get more out of your IRA. The decisions you make today can impact your overall retirement plan.

Savvy IRA Planning for Baby Boomers

Tax-saving strategies to help you get more out of your IRA. The decisions you make today can impact your overall retirement plan.

30 Minutes to Cybersecurity

Two seconds…that’s how often someone becomes a victim of identity theft. Last year, there were over 14 million victims of identity theft and fraud. Join me to learn some steps on how to avoid falling victim yourself.

30 Minutes to Cybersecurity

Two seconds…that’s how often someone becomes a victim of identity theft. Last year, there were over 14 million victims of identity theft and fraud. Join me to learn some steps on how to avoid falling victim yourself.

How Tax Strategy Changes Through Four Stages of Retirement

We will be discussing how different tax strategies can change between the four stages of retirement.

How Tax Strategy Changes Through Four Stages of Retirement

We will be discussing how different tax strategies can change between the four stages of retirement.

6 Steps to Legacy Planning for the Generations

You may be wondering, "Why is a financial professional up here today talking about legacy planning for the generations?" Well, we do this as a service to our clients and our community because we've seen some difficult, unhappy situations when families don’t think about these issues. When no legacy planning is done, we see a range of unhappy outcomes that often impact multiple generations.

6 Steps to Legacy Planning for the Generations (copy)

You may be wondering, "Why is a financial professional up here today talking about legacy planning for the generations?" Well, we do this as a service to our clients and our community because we've seen some difficult, unhappy situations when families don’t think about these issues. When no legacy planning is done, we see a range of unhappy outcomes that often impact multiple generations.

Social Security Planning

We are here to talk about Social Security planning. Why is it important to think about Social Security now? It’s simple – so you can get more out of your retirement years – more time, and more chances to do what’s important to you. And that freedom comes from doing the planning now. This workshop will help you understand the impact Social Security can have on your retired life, and how you can legally increase your benefits.

Social Security Planning

We are here to talk about Social Security planning. Why is it important to think about Social Security now? It’s simple – so you can get more out of your retirement years – more time, and more chances to do what’s important to you. And that freedom comes from doing the planning now. This workshop will help you understand the impact Social Security can have on your retired life, and how you can legally increase your benefits.

Aging with Confidence: Long Term Care in America Study

We often hear people talk about the impending LTC situation in America, but it is already upon us.  Why should we be engaging with financial professionals and family members on LTC planning?  Here’s why. Most Baby Boomers have reached retirement age, so the need for LTC is increasing exponentially. 10,000 people turn 65 each day and 70% of adults who live to age 65 will need long term care in the future.

How Tax Planning Changes Through Four Stages of Retirement

We will be discussing how different tax strategies can change between the four stages of retirement. 

College Admissions in the Era of COVID-19

We will be sharing some of the possible effects of COVID-19 on college admissions and the 2020–2021 school year. 

Savvy IRA Planning for Baby Boomers

Tax-saving strategies to help you get more out of your IRA. The decisions you make today can impact your overall retirement plan.

Managing Health Care Expenses In Retirement

What baby boomers need to know about Medicare and long-term care.

Social Security Planning

This workshop will help you understand the impact Social Security can have on your retired life, and how you can legally increase your benefits.

Social Security Planning

This workshop will help you understand the impact Social Security can have on your retired life, and how you can legally increase your benefits.