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.
There Are No Current Events At This Time
Stay tuned for our fall event schedule.
stay tuned
Connect Life Bus Blood Drive
Help save lives—join us for our next Community Blood Drive on June 16! 🩸
Every donation makes a difference. Use the button to schedule your appointment slot!
Date: June 16th
Where: 305 Spindrift Dr. Williamsville NY, 14221
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Taught by Experienced, Certified, and Honest Professionals