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 Truth About Annuities
Join Ronald Reinstein and Rohn Pierce for an informative seminar on annuities and how they can create a steady income stream in retirement. Learn how they work, their benefits, and whether they fit into your financial plan—all in a simple, no-pressure setting!
Date: April 2nd
Time: 6:15 PM
Where: 305 Spindrift Dr. Williamsville NY, 14221
Medicare 101
If you're turning 65 or planning to retire, join licensed Medicare specialist Brian Janak at this can't-miss seminar where he will be breaking down the A, B, C, and D's of Medicare!
Date: April 16th
Time: 6:15 PM
Where: 305 Spindrift Dr. Williamsville NY, 14221
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Taught by Experienced, Certified, and Honest Professionals
Estate Planning Unlocked (Buffalo)
Join Anthony Szefler and Charlie Sperrazza along with Stamm Law Firm at our Buffalo office to discuss alternative strategies on how to transfer wealth to your heirs. Discover simple steps to create a plan that brings peace of mind for the future.
Date: January 22nd
Time: 6:15 PM
Where: 305 Spindrift Dr, Williamsville NY, 14221
Estate Planning Unlocked (Rochester)
Join the David and Micah Moore along with Boylan Code at our Rochester office to discuss alternative strategies on how to transfer wealth to your heirs. Discover simple steps to create a plan that brings peace of mind for the future.
Date: January 22nd
Time: 6:15 PM
Where: 3445 Winton Place Suite 120 Rochester, NY 14623
There Are No Current Events At This Time
Stay tuned for our 2025 event schedule.
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