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.
The Future of Financial Planning | AI
Wondering how AI can impact your financial plan? Learn how to embrace AI to improve your financial outcome, as well as how NOT to use AI. We will cover all of the basics, pitfalls, and highlights. In a world of AI distractions, it is critical to understand what it should, and should not do.
Date: March 11th
Time: 6:15 PM
Where: 305 Spindrift Drive, Williamsville NY, 14221
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