Grow
Build Wealth
The everyday money habits and decisions that create room to grow, from budgeting to saving and investing basics.
Exceed Learning Presents
FinancialSummit
Plan | Protect | Grow
Practical insights for a stronger financial future.
- Build Wealth
- Plan Ahead
- Protect What Matters
With Expert Speakers
Thursday, October 1, 2026
8:00 AM – 12:00 PM
Exceed Learning Center
1360 Willis Ave, Albertson, NY
What you'll take away
One morning. A clearer plan.
Hear from financial experts, ask your questions in person, and leave with practical next steps for your money and your family.
Plan
Plan Ahead
Turn big goals like college, a home, or retirement into clear, practical steps you can start on right away.
Protect
Protect What Matters
Understand insurance, risk, and the safeguards that keep your family's future secure.
Save the date
Seats are limited. Reserve yours.
Registration is $99 per seat. Pay by Zelle with no fees, or by card with a 4% processing fee. Bringing someone? Register a seat for each guest.
- When
- Thursday, October 1, 2026
- 8:00 AM – 12:00 PM
- Where
- Exceed Learning Center
- 1360 Willis Ave, Albertson, NY 11507
Registration
$99
per seat
- Zelle: $99, no fees
- Card: $102.96 (includes 4% processing fee)
Thursday, October 1, 2026 · 8:00 AM – 12:00 PM