TFG Events & Education Center

For 20 years, The Financial Guys Founders have worked towards their goal to help provide educational courses and resources to the community and public. Mike Lomas and Glenn Wiggle believe individuals from all backgrounds and income levels should have access to resources and tools that will help enable them to take control of their financial future to improve their quality of life, and ensure a more stable future for themselves and their families.

After 20 years in the business, The Financial Guys are taking their education center to the next level by making online courses and resources available to the public as they transform TFG Academy and the TFG Financial Education Center. Towards the bottom of this page you can register for any of our upcoming events.

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Our Education Center offers in-person seminars, live webinar events, and prerecorded events.

Register for any of our upcoming events towards the bottom of this page. 

Medicare
Mondays

In-Person & Online Workshops

Virtual Education portal

SEPTEMBER 2022

FEBRUARY 2023

ESTATE PLANNING: TRANSFERRING WEALTH

February 8th
6:15 P.M. - 7:15 P.M.

WHERE: 305 Spindrift Drive, Williamsville, NY 14221

Join Charlie Sperrazza and Anthony Szefler as they explain alternative strategies on how to transfer your wealth to your heirs.

REGISTER HERE

Social Security & Retirement Income in 2023

February 13th
6:15 P.M. - 7:15 P.M.

WHERE: 305 Spindrift Drive, Williamsville, NY 14221

Join Ron Reinstein as he discusses methods & strategies to help you prepare for retirement, including Social Security Claiming Rules, Ideal Age to Claim, How to Opti-Max your Retirement Income, and How Much Will You Need for a Successful Retirement.

REGISTER HERE

MARCH 2023

Retirement Planning with Taxes in Mind

November 16th
3:00 P.M. - 4:15 P.M.
6:00 P.M. - 7:15 P.M.
Where: 305 Spindrift Drive, Williamsville, NY 14221

Taxes can play a VITAL role in growing wealth during your working years AND during the use of your wealth in retirement. Find out from Mike Hoeflich and Rohn Pierce how to increase the probabilities of your success as an investor by keeping taxes in mind TO and THROUGH retirement.

REGISTER HERE

Social Security Optimization

March 8th
3:00 P.M. - 4:00 P.M.
6:00 P.M. - 7:00 P.M.

WHERE: 305 Spindrift Drive, Williamsville, NY 14221

Certified Social Security Claiming Strategist discuss the many considerations when claiming social security in order to maximize benefits. This workshop will help you make an educated decision when it comes time to claim Social Security for your retirement income.

REGISTER HERE

Taxes in 2023: Strategies to Minimize Exposure

March 22nd
6:15 P.M. - 7:15 P.M.

WHERE: 305 Spindrift Drive, Williamsville, NY 14221

Learn strategies that can help you lessen the blow of taxes.

REGISTER HERE

PLEASE PROVIDE YOUR CONTACT INFORMATION BELOW, AND A MEMBER OF THE FINANCIAL GUYS TEAM WILL CONTACT YOU PERSONALLY

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Batavia Location Image
  • Rochester Office
  • (585) 351-6258
  • 3445 Winton Place
    STE 120, Rochester, NY 14623

Investments products and services available only to residents of: AL, AZ, CA, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI.

Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC

The Financial Guys is not an affiliate of Peak Brokerage Services,LLC. 305 Spindrift Drive Williamsville, NY 14221 © The Financial Guys

To view the firm’s Regulation Best Interest (“Reg BI”) disclosure and Customer Relationship Summary “Form CRS” please use the provided links.