Seminars/Events

Identity Theft Luncheon

Avoid Scams and identity theft, details to come

Volunteer with clients at Camp Scully

All are welcome to help clean up Camp Scully, a camp for kids. Yard work and more

Shredding Day!!

Bring your old documents and we will shred them for you

Estate Planning Basics

TBA

Joint Networking and Recruiting Lunch

Details to come

2026 Market Outlook Webinar with Gene Goldman

Gene will be discussing the top investment themes for 2026, how to balance your portfolios between stocks and bonds and the overall outlook that will shape 2026. 

Toys for Tots Collection

At our office, arrive with a donated unwrapped toy and enjoy a cup of cocoa and a cookie. Happy Holidays!

Generational Brunch

Join us for a special brunch with speakers Phil Vacchio Esq. Herzog Law, Tom Scarfo Vanbridge and Mary Moller from the Albany Guardian Society as they engage with the crowd on topics dealing with Medicare Filing, Wills & Trusts, Long Term Care planning, and Aging in the home.

DUE TO POPULAR DEMAND- SECOND DAY FOR MEDICARE PLANNING

We are holding a second Medicare Planning session at the office at 19 British American Blvd East in Latham at 12:00PM with Candy Marrero. come learn all about Medicare Planning and all the nuances in NYS. 

Invite Only to SingleCut for Tacos and Sliders

Invitation only to our slider and taco event at Singlecut

Medicare Luncheon

Join us before the 2026 enrollment to learn more about these important Medicare areas with Stephen Porto

WEBINAR ON WHAT THE NEW TAX BILL MEANS TO YOU

Join us on August 27th at 12 for a webinar on what the new tax bill means to you. Dave Keib from American Funds will be discussing the tax brackets, SALT & itemized deductions and the impact on your investments. In addition, Estate and Gift tax updates. 

Estate Planning and Asset Protection Planning with Aaron Connor from Pierro Law

Learn about Estate planning and protecting your loved ones, trusts, wills, POA and overall concepts of your Estate

INVITE ONLY!! VALLEY CATS GAME(BRING SOME GUESTS)

Join us for a Valley cats game on August 7th, bring a friend or another couple and enjoy a BBQ dinner and game

INVITE ONLY!! JP CRUISE LINES BOAT EVENT

Join us for a evening of fun on the JP Cruise Line ships out of Troy. We will have a night of music, dinner, games and more fun as the night goes on. More details to come.

Mid Year Market Update with Candice Tse from Goldman Sachs

Join us for a webinar on a mid year market update with Candice Tse Managing Director within Goldman Sachs. 

3rd Annual Charity BBQ

More info on the way

Medicare Planning with Candy Marrero

Join us for a dinner where Candy Marrero will be discussing all of the ins and outs of Medicare Planning

Tax Planning with Eric Scaringe

Join us to learn about tax planning and efficient ways to plan, new tax bracket and laws and overall planning concepts

INVITE ONLY!! OPEN HOUSE, COME CELEBRATE WITH US!!!

Come join us for a celebration of our new office at 19 British American Blvd. East in Latham. Frog Alley and Innovo Kitchen will be providing food!

Estate Planning and Asset Protection with Aaron Connor from Pierro Law

Learn about Estate planning and protecting your loved ones, trusts, wills, POA and overall concepts of your Estate

Estate Planning Basics with Phillip Vacchio from Herzog Law

Clients of ALL ages are welcome. Discussing the basics of Estate Planning, how to protect your loved ones, get all your questions answered. 

Medicare Planning with Candy Marrero

Join us for a breakfast where Candy Marrero will be discussing all of the ins and outs of Medicare Planning

Financial Advisor and Business Owner Continuity Planning Lunch

Join us for an important event where we will be discussing the legal strageties for business onwers in their own practices and outside information on legacy and succession planning. 

2025 Market Outlook with Gene Goldman

Join us for our 4th annual market outlook. Gene Goldman will discsus how global economic conditions could effect your investments, current views on interest rates for the upcoming year and the stock and bond market outlook. 

Toys for Tots Drive

Come by our office to support Toys for Tots, in the parking lot with an unwrapped toy and enjoy some hot beverages and sweets. 

Jingle and Mingle Event (Invite Only)

End of the year get together

Post Election Market Update Webinar with David Keib

Join us with David Keib from American Funds as he discusses the latest updates on the election, inflation/fed updates with a preview of 2025, what the election means for market volatility and history of the stock market during presidential election years.

Brunch for the Generations

Come listen to our panelist discuss some of the most important topics in planning for your future. Wills and trusts, Alzheimers (a walk through of stages), impact of cost of Long term care and nursing homes. These topics effect everyone, whether you are just starting out or are at the end of your financial plan. Guests are welcome!!

Medicare Lunch

Questions on Medicare? Come join us while Candy Marrero speaks on this topic in depth. Learn about the ins and outs of Medicare, which plan is right for you, the NY Marketplace and more. You are more than welcome to bring a guest too!!

Zoom Webinar on Advanced College Planning Concepts with Jeff Roche

Jeff Roche from John Hancock will be discussing the different types of College plans, Financial Aid, FAFSA filing, Lifetime learning tax credits, Estate Planning pertaining to college and more. 

Cyber Security/Identity Theft Webinar

Join us with retired FBI agent Jeffrey Lanza as he speaks on these important topics

In person Seminar on Advanced College Planning Concepts with Jeff Roche at the Colonie Library

Join us on September 11th at 6PM at the Colonie Library Activity room for a seminar on Advanced College Planning Concepts with Jeff Roche from John Hancock. He will be discussing the different types of college plans, lifetime learning tax credits, estate planning pertaining to college, financial aid and more. Bring a friend! 

Mid Election Year Market Update Webinar with Mark Eibel

Join us via Zoom on July 23rd as Mark Eibel from Russell Investments updates us on the outlook of the stock market, how the election could impact portfolios, sector impacts and tax implications.

Asset Protection Planning Seminar with Aaron Connor from Pierro, Connor & Strauss

Please join us as we listen to Aaron Connor, Esq from Pierro, Connor & Strauss, LLC discuss the following topics: Core Four Documents Wills vs. Trusts Next Generation Planning Long Term Care Medicaid issues Estate Planning goals Pierro Connor & Strauss is neither affiliated nor registered with Cetera Investment Services LLC. Any information provided by Pierro Connor & Strauss is in no way related to Cetera Investment Services LLC nor its registered representatives.

Charity BBQ Event for Hi-5 Sports and Operation at Ease

Come join us for a Charity BBQ to support Operation at Ease and Hi-5 Sports. There will be a chicken dinner, popcorn, shaved ice, silent auction, raffles and games for the family. Bring your kids and loved ones!

Please attend our Medicare seminar with speaker Candy Marrero

Please join us at 6PM on June 4, 2024 at our office located at 43 British American Blvd in Latham for a presentation on Medicare Planning. Candy Marrero will be speaking about the different parts to Medicare, supplement plans, medigap plans and overall what the process is and how to make the best decisions for yourself and your family. We will be providing dinner and beverages. 

Pickleball 101 Webinar

Join us as we walk through the ins and outs of Pickleball with Gold Medalist Stacey Mulinio

Bond Seminar with Anthony Balboa

Discussing topics such as how the bond market and interest rates are effecting the economy, historical trends, bond math, rate hikes and overall market outlook. Anthony Balboa is neither affiliated nor registered with Cetera Investment Services LLC. Any information provided by Anthony Balboa is in no way related to Cetera Investment Services LLC nor its registered representatives.

SHRED IT DAY! COME GET RID OF YOUR OLD DOCUMENTS

Come shred your unwanted documents from 9-4PM at 43 British American Blvd in Latham on April 18th.

DELAWARE CHANGES WEBINAR

Tim Katusha, Regional Director of Delaware Funds by Macquarie will be discussing the updates on some of the Delaware funds, brand transition, product updates, and what actions to take next. 

Long Term Care Seminar and Dinner

Please join us for a Long-Term Care in person dinner or Zoom option. Tom Scarfo from Vanbridge will be discussing the critical importance of Long-Term Care, different types, how to plan ahead and traditional vs. some newer options.

Don't miss the 2024 webinar on ADVICE WORKS, the tool to keep in touch with your investments and your advisor

Please join us for an important webinar that will guide you through using our client portal ADVICE WORKS. Jason Berghold will be speaking about how to see real-time insights into your investments, update/monitor your plan, communicate with your advisor and securely store and share documents outside of your accounts. 

January 11, 2024 Market Outlook Webinar with Gene Goldman

Gene Goldman, Chief Investment Officer of Cetera Financial Group will be speaking about the stock and bond market outlook, current interest rate views, and how the global economic conditions could effect your investments.

20 Minute Webinar on the Year End Checklist

We will explore the top things to consider before year end, adjusting for new IRA limits and tactics for offsetting/lowering your taxes. 

COME SWING BY AND DROP OFF A TOY TO OUR TOYS FOR TOTS TOY DRIVE

Come stop by our office for our Toy for Tots Drive on December 1st from 3-6PM to drop off an unwrapped toy and grab a cup of coffee. We appreciate you all and we know many kids this Christmas will be happy as well! Thank you The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Investment Services LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Investment Services LLC.

20 Minute Webinar on Roth IRA's

On November 14th at 12:00 we will be discussing the new 529 conversion to Roth concepts, Roth vs. Traditional IRAs, Conversions, Back Door Roth, and Mega Back Door Roth. Please join us!

(Non-invite) Stewarts Credit Union Seminar on Social Security and Asset Protection Planning

Stewarts Credit Union is putting on this event. We will be speaking along with Pierro Law Firm on topics of Social Security and Asset Protection Planning to their members.

Don't Miss An IN PERSON Medicare Seminar With Candy Marrero From Capital Region Medicare Specialists

Please join us at 6PM at the Latham office located at 43 British American Blvd for a seminar on the topic of Medicare and Social Security Planning. Candy Marrero from Capital Region Medicare Specialists will be presenting on Medicare and Anthony Accetta will be discussing Social Security. Come learn about the right plan for you, Medicare part A, B, C & D as well as the ins and outs of Social Security and how it will effect your retirement. 

FOOD DRIVE!! Come donate items on September 20th at our office at 43 British American Blvd in Latham

Come support the Northeast Regional Food Bank on September 20th from 8AM-12:00PM  and drop off items listed on the flyer shown. You can also drop off earlier on September 19th. A box will be located right outside our office door from 7AM-6PM. Thank you in advance!

20 Minute September Market Update Webinar

Join us for a 20 minute discussion with Dave Keib Senior VP at American Funds on September 12th at 12:00. He will be speaking on the current market conditions, including 2023 returns, update on inflation rates, recession probabilities and the feds interest rate policies. Beyond that, where next growth opportunities may exist.

INVITATION ONLY!!! Valley Cats Baseball Game

You're invited to a Valley Cats game against the Sussex County Miners on August 30th 2023. We will have a BBQ dinner, drinks and fun. Invites to come!!

Life Insurance Webinar

Come listen to a 20 Minute session on Life insurance and the benefits of cash value, unique IRS treatments and how it can reduce your overall taxes.

Charity BBQ to Benefit The Longest Day & Jacks Place

Come join us at 43 British American Blvd on June 22nd for a Charity BBQ to benefit The Alzheimer's Association's Longest Day and Jack's Place! Donation tickets are just $25 and your ticket includes: ONE (1) BBQ dinner from Waggon Train BBQ, shaved ice or popcorn, face painting, balloon animals, music, and lawn games! To join us for this event: 1. visit: https://uqr.to/bbqbash & buy a ticket(s) and/or make a donation. 2. Then eat-in or take-out: • Eat-In: We'll have a tent and tables to enjoy your food on-site and lots of treats and fun for the whole family to enjoy. • Take-Out: If you can't join us for the full event; just stop in, grab your food, and say hi, and dash. We will also have raffles and a silent auction on site to benefit Jack's Place.

20 Minute May Market Update with Goldman Sachs

Join us for this unique 20 minute webinar where one of our premier global partner, Goldman Sachs will be reviewing the current state of the market, as well as the outlook for the remainder of the year. They have access to wealth information that no one else has so this something you are not going to want to miss!

SHRED IT EVENT: Come drop off any unwanted papers to our office

We will be hosting a Shred It Day at our office located at 43 British American Blvd in Latham. You will be able to bring your sensitive documents, papers, and anything that is able to be shred. We will dispose of them in a secure and safe manner. 

Albany Empire Financial Literacy Seminar

Speaking with Albany Empire players in regards to Financial Literacy

Medicare Seminar with Candy Marrero from Capital Region Medicare Specialists

Please attend our IN PERSON seminar located at our office at 43 British American Blvd in Latham on April 5th at 9 AM. Candy Marrero will be discussing Medicare and Anthony Accetta will be presenting on the topic of Social Security.

Social Security and Asset Protection Planning Seminar

Come hear about Social Security and Asset Protection Planning at the Hilton Garden Inn on 3/28.

20 Minute Tuesday Webinar on Required Minimum Distributions

Please join us for a quick 20 minute discussion March 21st at 12:00 on the topic of Required Minimum Distributions. David Roche, Vice President and Branch Manager of Albany will discuss how much is your RMD and when to take it. He will also be going over the new Secure Act 2.0 and how that affects your RMD, rules for inherited IRAs, and the potential pitfalls of RMD planning.

Virtual Client Appreciation: Tour of Venice, Italy

Come see beautiful Venice Italy via Zoom for a LIVE Tour. Stroll by one of Europe's most impressive buildings, the Doge's Palace, wonder at the Bridge of Sighs and admire the stunning St. Mark's Basilica. This will be a one-hour virtual experience with a live guide Elena, she will be able to answer any questions you may have along the way. Cant wait for the tour! 

You're invited to a 2023 Market Outlook Webinar

This 2023 Webinar will feature speaker Gene Goldman, Chief Investment Officer at Cetera Financial Group. He will be discussing the stock and bond market outlook, current views on interest rates and how the global economic conditions could affect your investments.

Come to our Food Drive, Donate and Get a Treat!

Please come support the Regional Food Bank of Northeastern New York. Bring any non perishable item to our office located at 43 British American Blvd in Latham. You will have the chance to see Santa and get a treat as well. Thank you!

Estate Planning Basics: Top Ten Estate & Financial Planning Ideas

This Webinar will discuss the top ten Estate and Financial Planning ideas. It will also go over what important documents are needed, if a trust is right for you, how to pay for Long Term Care, the importance of a Power of Attorney, making sure your family is aware of your finances and wants, and the role that insurance can play in your financial plan.

Toys for Tots Drive!!! See Santa and get a treat!

Please join us for a Toys for Tots Drive. There are over 200,000 kids that this agency helps just in the surrounding counties in the Capital Region. We will be asking that donations come unwrapped and new and dropped off between 9-12 on December 2, 2022. We will be in the lobby of our office at 43 British American Blvd in Latham and will be handing out some sweet treats, hot cocoa and perhaps Santa Claus will make an appearance.

In Person Medicare and Social Security Planning Seminar

Please join us for an in person event located at our office at 43 British American Blvd on October 27th, 2022 at 9AM. We will doing a joint seminar on the topic of Medicare and Social Security. Candy Marrero, Owner of Worksite Benefits and Tony Accetta with Cetera will both be presenting. Please let us know if you will be able to attend and feel free to bring some guests. This information is vital to the planning process and should be a very informative morning. A light breakfast and coffee/tea/juice will be provided. Thank you and we look forward to seeing you all. 

A Don't Miss Webinar on Recessions and How They Affect Your Money

Due to current market conditions, we are having a webinar on a guide to recessions. This will discuss causes, duration, facts, myths and trends. Please attend to learn how to buffer against downside loss and updates on fixed and guaranteed portfolio solutions.

Generational Planning: Six Steps to Legacy Planning for the Generations

Join us for a Webinar on Generational Planning and the six steps to legacy planning for the generations. Here we will discuss planning stages to ensure your loved ones are taken care of, how decisions can affect your kids/heirs, creating a family legacy, planning for incapacity, making sure the transferring of assets goes smoothly, and overall monitoring and updating your strategy.

INVITATION ONLY!! DUTCH APPLE CRUISES CLIENT EVENT

Formal invitations to follow.....join us on June 15th for our Dutch Apple Cruise boat ride and dinner. Entertainment and fun to follow. We look forward to seeing you all there. Those invited can be expecting an invite in early April. 

INVITATION ONLY! Meet Mitch and Mingle Client Event

Come to the Shenantaha Park in Malta on Saturday June 11th from 11-2 PM to meet Mitch Hansen (Tony's business partner). We will be having lots of food, music, crafts for the kids and a magician. Bring your families and mingle with Mitch. This event is invitation only, these should be emailed out as the event nears. Make sure to register so we know who is coming. Thank you for being a valued client!

Understanding Social Security for Boomers

Please join us for a webinar on Understanding Social Security and what Boomers need to know. This webinar will address topics such as, will Social Security be enough, how much can I expect to receive, when should I apply, how will this potentially effect my retirement, and how to maximize my benefits.

PLEASE HELP US COLLECT MEDICAL SUPPLIES FOR UKRAINE

Please help us collect medical supplies for Ukraine from the list attached and bring them to our office on April 1st from 3-6PM. Thank you for all that you do!

20 MINUTE MARKET UPDATE WEBINAR!! Current Event updates you need to know

We thought it was in our clients best interest to discuss some current events in a brief webinar. Dave Keib Vice President of Capital Group/American Funds, will focus on Inflation, impact that Russia/Ukraine have, changes to the 2022 outlook on the market and current market conditions.

Tax Efficient Planning: How Tax Planning Changes Through Four Stages of Retirement

Join us for a webinar on Tax Efficient Planning. We will be discussing the top things you will need to understand about your taxes and retirement, tax treatment of your investment accounts, understanding IRMAA, how poor tax planning could affect other things such as Social Security and Medicare and how all of these topics fit into your Estate Plans.

Food Drive for the Regional Food Bank, Please Come Donate!

Please come donate any canned goods, dry foods, juices, diapers, hygiene products and other items you may have already in your house that might be extra on February 9th 2022! Someone will be there from 3-6 to collect your items. As always we try to be apart of our community and give back to those who are less fortunate. More information is on the attached flyer. Thank you!

2022 Market Outlook-Quadruple Peaks

Please Join our special guest speaker Gene Goldman, Chief Investment Officer at Cetera Financial Group to discuss our economic growth, how much effect will China have on the US economy, inflation and interest rate topics, supply chain disruptions and what to expect in 2022.

Adviceworks Client Portal- Features and Benefits

Join Us As We Discuss: • How Adviceworks Advances and Promotes Two-Way Communication with Your Representative • How to Access Your Tax Documents • How to Sign Up for E-Delivery of Your Statements • Advantages of the System: Private Client Vault • How It Can Be Used to Aggregate and Link Accounts • And Many Other Features!

IRA Planning - What Baby Boomers Need to Know

Join us as we discuss: • How to determine a withdrawal strategy for your IRA/401k balance • When do I need to take withdrawals, and how much do I have to take? • How to explore creative ways to coordinate different retirement accounts. • What type of IRA is right for me? Roth or Traditional? • How to understand and master minimizing taxes and RMD planning

Identity Theft and Cybercrime Prevention

Join us as we discuss: • How to Protect Your Identity from Hackers • What Tricks to Watch Out For • How to Protect Your Computer from Cyber Attacks

Understanding Medicare

Join us as we discuss: What is Medicare and who is eligible Your coverage options and how to enroll How Medicare coincides with private insurance Which plans could be right for you How your advisor will help you address your needs

Understanding Social Security Webinar

Join us as we discuss: • Will Social Security be there for me? • How much can I expect to receive? • When should I apply for Social Security? • How can I maximize my benefits? • Will Social Security be enough to live on in retirement?

Keys to Investing Webinar

No matter what our occupations, most of us share a common goal of a comfortable retirement. Almost everyone looks forward to the day when they can retire and enjoy more free time. And so, the investment decisions we make in preparation for that retirement are crucial. In this presentation, we're going to go take a closer look at investing for retirement.

Aging with Confidence Webinar

Join us as we discuss:  How to protect your income & assets by properly understanding your care decisions  Planning for healthcare/long-term care issues  An in-depth study on the retirement care needs of Americans  How your advisor will help you address your needs

Food Drive

Please join us in supporting the Schenectady City Mission Group with a food drive! To show our gratitude for your donation, each person will receive a treat from The Candy Cottage. Please RSVP to ensure we have a treat for you!

Women and Investing Webinar

Join us as we discuss: How women make strong investors What you need to know now, regardless of whether you manage your household’s assets The next steps for yourself and others

How Tax Planning Changes Through the Four Stages of Retirement

What you need to know to help maximize retirement income. Join us as we discuss: • Before-tax vs. after-tax retirement savings • The “tax-traps” of Social Security and Medicare • The best order to use taxable, tax-deferred, and tax-free assets • Tax considerations for smart generational planning

Money Matters: Your Cash Flow Statement

Understanding money matters and managing your cash flow are an integral part of any sound financial management strategy.  Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.

Financial Literacy 101

Why is financial literacy important? Financial literacy is the first step toward financial freedom. This workshop will help you understand your money and use it to get more out of life – including those big goals like living debt-free, retiring early, helping your children through college and owning a home. Financial literacy is the first step to building strong money habits and avoiding lifelong financial struggles.

What You Need to Know About Long-Term Care and Senior Living

Join us to learn about long-term care, why planning for healthcare costs can make a difference in your quality of life, and how to prepare before a crisis occurs.

2021 Market Outlook with Gene Goldman

Join Gene Goldman, CFA to discuss some of the following important questions regarding the upcoming year: • What might the market be like in 2021? • How much will COVID-19 impact the economy in 2021? • When will we see economic recovery? • How has the election affected the market? • Will market volatility remain?

Saving for College

During this seminar we will be talking about helping your child or grandchildren pay for college. Giving your children the gift of a debt-free education is certainly giving them more. They will have more opportunities to attend the school of their choice, and more opportunities to spend their future income in a way that is meaningful to them, rather then focusing on repaying loans. Your children will be able to earn, spend and save money in a way that’s more meaningful to them. 

Preparing for Home Ownership

This Home Ownership workshop will provide a comprehensive look at how to plan, save for, and purchase a home. Credit, mortgage basics and homeowner responsibilities are covered as well.

Financial Literacy 101

Why is financial literacy important? Financial literacy is the first step toward financial freedom. This workshop will help you understand your money and use it to get more out of life – including those big goals like living debt-free, retiring early, helping your children through college and owning a home. Financial literacy is the first step to building strong money habits and avoiding lifelong financial struggles.

Understanding Life Insurance

Learn the answers to the most common questions about life insurance: Do I need life insurance? How much do I need? What type is best for me?

Investing in an Election Year - When it comes to investing, do elections really matter?

Investing during an election year can be tough on the nerves. 2020 promises to be no different. Politics can bring out strong emotions and biases, but investors would be wise to tune out the noise and focus on the long term. If you’re nervous about the markets in 2020, you’re not alone. Presidential candidates often draw attention to the country’s problems, and campaigns tend to amplify negative messages. It’s no wonder that as an investor you may start feeling a little pessimistic too . . .

Savvy Social Security Planning - 6pm Webinar

Webinar on Social Security

What You Need to Know About Long-Term Care and Senior Living

Join us to learn about long-term care, why planning for healthcare costs can make a difference in your quality of life, and how to prepare before a crisis occurs.

Savvy Social Security Planning - 11:00am Webinar

Webinar on Social Security

Savvy Retirement and Estate Planning - 6pm Webinar

Presented by David Roche, RICP®, Cetera Investors Branch Manager and estate planning attorney Louis W. Pierro, Esq. Learn more about Savvy Retirement and Estate Planning

Savvy Retirement and Estate Planning - 12pm Webinar

Presented by David Roche, RICP®, Cetera Investors Branch Manager and estate planning attorney Louis W. Pierro, Esq. Learn more about Savvy Retirement and Estate Planning

Should My Money Stay or Go

Did you leave your money at an old employer? Or because of the COVID-19 pandemic . . . Have you been forced to retire? Been laid off or let go? Or even changed jobs? Depending on your situation, you may have up to six different options to choose from. We’ll talk about those options, so that you can make the best decision for you and your family.

Savvy Social Security Planning - 11:00am Webinar

Answering the questions Baby Boomers want to know: Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Incorporating Long Term Care and Other Healthcare Costs Into Your Retirement Plan

Topics we will cover: Long-Term Care Risk, Some Trends and Concepts, What LTC Planning Can Do, and How Can You Prepare. Just for attending, a $5 donation will be made on your behalf to a COVID19 RELEIF FUND – assisting heroes on the front lines!

Savvy Social Security Planning - 11:00am Webinar

Webinar on Social Security

Managing Through the Coronavirus Crisis and Key Points of the CARES Act

This Zoom webinar covers the latest facts about the Coronavirus outbreak, an analysis of the markets, and a path forward. Also, we will be breaking down key points of the CARES Act and what they could mean for you.

Market Update & Weathering Stormy Investment Seas, 4:00pm Webinar

Webinar on market update.

Market Update & Weathering Stormy Investment Seas, 10:00am Webinar

Webinar on market update.

Market Update & Weathering Stormy Investment Seas, 4:00pm Webinar

Webinar on market update.

Social Security Planning Workshop

Learn the answers to your questions: •Will Social Security be there for me? •Learn the answers to your questions: •How much money can I expect to receive? •When should I apply for Social Security? •How can I maximize my benefits? •Will Social Security be enough to live on in retirement?

Homeownership Workshop

Social Security Planning Workshop

Learn more about 403(b) Retirement Programs

Explanation of Retirement Benefits •Eligibility for retirement •Explaining the terms Retirement Benefit Payout Options •Pension & annuity options •Beneficiary options Understanding your Social Security Benefits •How to coordinate benefits with your spouse •The impact of the Government Pension Provision