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.
Social Security & Tax Efficiency
Join The Financial Guys’ best-selling authors, Mike Hoeflich and Russ Gaiser for a workshop on piecing together the retirement puzzle. They’ll guide you through the complexities of Social Security and share strategies on optimizing Social Security and minimizing taxes in retirement. Trusted by thousands of families nationwide, Mike and Russ bring the experience and insight to help you make the most of what you’ve earned. All attendees will get a free copy of their book Beyond Break Even: The Essential Guide to Social Security Optimization.
Date: February 4th
Time: 6:15 PM
Where: 305 Spindrift Drive, Williamsville NY, 14221
There Are No Current Events At This Time
Stay tuned for our fall event schedule.
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Taught by Experienced, Certified, and Honest Professionals