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.
Medicare 101
If you're turning 65 or planning to retire, attend this a can't-miss seminar that breaks down the A, B, C, and D's of Medicare!
Date: April 22nd
Time: 6:15 PM
Where: 305 Spindrift Dr., Williamsville NY 14221
Social Security & Tax Efficiency
Join The Financial Guys’ best-selling authors, Mike Hoeflich and Russ Gaiser on May 13th at 6:15 PM in Buffalo 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: May 13th
Time: 6:15 PM
Where: 305 Spindrift Dr., Williamsville NY 14221
RMD
Are you prepared for your Required Minimum Distributions?
Join The Financial Guys on May 20th at 6:15 PM for a informative seminar on RMDs—one of the most commonly misunderstood (and penalized) areas of retirement planning.
Learn how to avoid costly mistakes, reduce tax burdens, and make smarter decisions with your retirement accounts. Our team will walk you through the rules, timing, and strategies you need to know to stay compliant and keep more of your money.
Spots fill quickly—register now.
Date: May 20th
Time: 6:15 PM
Where: 305 Spindrift Dr., Williamsville NY 14221
Super Cruise
Mark your calendars for this years Super Cruise! Follow our socials to stay updated on future announcements. All proceeds support Wings of Hope.
Date: July 7th
Where: Lancaster Motorplex
MORE DETAILS COMING SOON
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Stay tuned for our fall event schedule.
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Taught by Experienced, Certified, and Honest Professionals