Events
Learn From Our Specialists
We offer complimentary financial learning events to share knowledge and contribute to a better-informed community. Our seminar topics include Estate Planning, Financial & Retirement Planning, Investment Management, RMD Planning, Medicare, Social Security & more.
Estate Planning | ROCHESTER
Make your legacy simple, tax-smart, and calm. Join us in Rochester and learn how to move wealth to your heirs, reduce taxes, sidestep common delays, and keep everyone on the same page.
Date: June 3rd
Time: 6:15 PM
Where: 3445 Winton Place, Rochester, NY 14623.
Enter the building through DOOR 3; The Seminar will take place on the second floor between suites #206 & #207.
ROCHESTER
Medicare Monday
Join us for Medicare Monday with The Financial Guys Insurance Agency, where our team will guide you through the ABCs of Medicare. Covering everything from enrollment timelines and plan options to prescription drug coverage—and more.
Date: June 8th
Time: 11:00 AM
Where: 305 Spindrift Dr., Williamsville NY 14221
Estate Planning | BUFFALO
Make your legacy simple, tax-smart, and calm. Join us in Rochester and learn how to move wealth to your heirs, reduce taxes, sidestep common delays, and keep everyone on the same page.
Date: June 10th
Time: 6:15 PM
Where: 305 Spindrift Dr., Williamsville NY 14221
Buffalo
Super Cruise
Mark your calendars for this years Super Cruise! Use the button below to get all the event details. All proceeds support Wings of Hope.
Date: July 7th
Where: Lancaster Motorplex
There Are No Current Events At This Time
Stay tuned for our fall event schedule.
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Taught by Experienced, Certified, and Honest Professionals