The Financial Guys

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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.

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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Stay tuned for our fall event schedule.
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Taught by Experienced, Certified, and Honest Professionals

Estate Planning: Build Your Legacy (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: June 4th
Time: 6:15 PM
Where: 305 Spindrift Dr, Williamsville NY, 14221

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Estate Planning: Build Your Legacy (Rochester)

Join David and Micah Moore 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: June 4th
Time: 6:15 PM
Where: 3445 Winton Place Rochester, NY 14623 (2nd Floor Classroom: Near Suites 206 & 207)

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