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 2025 event schedule.
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Required Minimum Distribution Seminar
Do you have an IRA, 401K, 403B, or Deferred Compensation? These are qualified plans/monies that have NOT yet been taxed, and the government wants your money. Learn when and why you have to take these distributions and what to do with them.
Date: December 4th
Time: 6:15 PM
Where: 305 Spindrift Dr, Williamsville NY, 14221
Taught by Experienced, Certified, and Honest Professionals