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Our Events

We host a range of informative and rewarding events and activities for our clients and their guests.
Please contact our office for more details or to reserve your space.

URPG Events Photo Gallery

Chinese Banquet Charity Dinner

Chinese Banquet Charity Dinner

Relaxing setting, fine food & entertainment at Bailey Farms

Relaxing setting, fine food entertainment at Bailey Farms

Private Sail Boat Tour

Enjoying a sunset on the Hudson River aboard a 54 foot sloop during a private sail boat tour.

Doing our part on Earth Day

Doing our part on Earth Day

A private tour of the Ossining Historical Society

Observing a painting of the Ossining area with a local historian on a private tour of the Ossining Historical Society.

Peter at podium

A de-clutter and get organized educational event with a professional organizer.

Chef Moy demonstrating knife skills during a cooking class

Chef Moy demonstrating knife skills during a cooking class.

Boat Ride Photo for URPG Event Page Update

Private sailboat cruises on the Hudson River never get old.  Our latest cruise in October 2023 delighted many clients.  We all enjoyed spectacular autumn colors and a view of the New York City skyline.

House Parties

We were delighted to hold three separate house parties and welcome our clients for dinner, conversation, and even dancing.

Fall 2022 Talk and Walk Group Photo

Our first client “Talk and Walk” event was a success. Guests listened to an expert from the Rockefeller State Park Preserve about its history and special features, and then enjoyed a short hike.

NWGC-Guest-Speaker

URPG is a member of the Northern Westchester Geriatric Committee. Here with NWGC leadership, Peter was the guest speaker at the December 2022 meeting.

Sunday Concert Series Sponsorship

URPG’s community commitment includes supporting the Arts and we are a 2022-2023 sponsor of the Ossining Public Library Sunday Concert Series. All enjoyed The James Austin Trio in February.

Our Process

During Financial Literacy Month, Peter presented a financial education program for women at the Briarcliff Manor Community Center.

Our Values

Peter invited 14 clients to his home to enjoy a healthy harvest meal prepared by a local chef. Author of the “Clean Eating for Two” cookbook, Chef Mary Opfer shared nutritional information to remember at every meal.

Our History

URPG clients have shared with us that they appreciate our outreach in the communities where they live and work. For the second year in a row, Peter provided URPG sponsorship of a mentorship program for the My Brother’s Keeper chapter at Ossining High School featuring Reggie D. Ford (pictured, right), a LPL colleague who is a best-selling author and leading mental wellness advocate. Fifty students attended the program, held in October 2025. 

Interested in learning more? Schedule a free consultation today to see how we can help you with all your financial needs.

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