TFG Events & Education Center

For 20 years, The Financial Guys Founders have worked towards their goal to help provide educational courses and resources to the community and public. Mike Lomas and Glenn Wiggle believe individuals from all backgrounds and income levels should have access to resources and tools that will help enable them to take control of their financial future to improve their quality of life, and ensure a more stable future for themselves and their families.

After 20 years in the business, The Financial Guys are taking their education center to the next level by making online courses and resources available to the public as they transform TFG Academy and the TFG Financial Education Center. Towards the bottom of this page you can register for any of our upcoming events.

Start Exploring

Our Education Center offers in-person seminars, live webinar events, and prerecorded events.

Register for any of our upcoming events towards the bottom of this page. 

In-Person & Online Workshops

MARCH 2021

SOCIAL SECURITY OPTIMIZATION

MARCH 31ST (wed)

 6:15 PM***

Join Michael Hoeflich & Ron Reinstein, Certified Social Security Claiming Strategists, as they discuss the many considerations of claiming your social security benefit. Make sure you are fully informed when making your claim for your retirement income.

April 2021

Estate Planning 200: Leaving NYS

APRIL 28TH (wed)

 6:15 PM***

Are you considering moving out of New York State? In this academy, Glenn Wiggle will be joined by legal experts from Lippes and Mathias to discuss residency requirements, will and trust transfers, tax considerations, and more.

May 2021

SOCIAL SECURITY OPTIMIZATION

MAY 26TH (wed)

 6:15 PM***

Join Michael Hoeflich & Ron Reinstein, Certified Social Security Claiming Strategists, as they discuss the many considerations of claiming your social security benefit. Make sure you are fully informed when making your claim for your retirement income.

June 2021

College Planning

Postponed- Date TBD

 6:15 PM***

Send Your Kids to College is a Western New York non-profit that helps guide and prepare families for college. Learn about their academic planning process, preparing for the SAT/ACT, and how to reduce the cost of college. Send Your Kids To College also sponsors the Young Achievers Scholarship for WNY Students.

Semi-Annual Economic & Markets Update

June 23RD (wed)

 6:15 PM***

Send Your Kids to College is a Western New York non-profit that helps guide and prepare families for college. Learn about their academic planning process, preparing for the SAT/ACT, and how to reduce the cost of college. Send Your Kids To College also sponsors the Young Achievers Scholarship for WNY Students.

Medicare Mondays

Whether you’re turning 65, unhappy with your medicare plan, or moving off your company plan, our educational seminars can help you navigate the complexities of Medicare and help you maximize your benefits.

WINTER 2021 SCHEDULE COMING SOON