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
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