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.

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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.

Medicare
Mondays

In-Person & Online Workshops

Virtual Education portal

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ESTATE Planning 101 - Florida

august 19th (wed)

 6:15 PM***

Join Charles Sperrazza in Estate Planning 101: Structuring Inheritance In this course, you will learn about: Beneficiary Importance, IRA- New Secure Act, ILITS, Leveraging Assets to increase inheritance, and RMDs. Don’t miss this opportunity to learn how the NEW Secure Act (passed in December 2019), will impact your IRA’s and those who inherit them.

Sign up

September 2020

ESTATE PLANNING 102 - Florida

SEPTEMBER 16th (wed)

 6:15 PM***

Join Glenn Wiggle and Charlie Sperrazza as they discuss how to best protect your assets and transfer wealth from one generation to the next. Learn about types of risks, use of trusts, and proper use of property and casualty insurance. 

Sign up

SAT/ACT Test Prep and wordkshop

SEPTEMBER 19th (SAT)

 9:00 AM***

Make sure your kids are prepped for success for the SAT and ACT tests. The free simulated SAT and ACT test prep is offered at Send Your Kids to College and Niagara Wheatfield High School. Register for the test below.

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Income Planning

SEPTEMBER 23rd (wed)

 6:15 PM***

When transitioning to retirement, it’s essential that you understand how to build a fortified and lasting plan as you move from accumulation to distribution of wealth. Hear from advisors that specialize in Retirement Income Planning in this detailed seminar.

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OCTOBER 2020

Social Security Optimization

OCTOBER 7th (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.

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Economic & Markets Update

OCTOBER 28th (WED)

 6:15 PM***

Join us for our quarterly Economic & Markets Update event to hear from experienced investment professionals, Chartered Financial Analysts, and mutual fund managers as they discuss the recent market volatility, market trends, forecasts, and more.

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NOVEMBER 2020

INVESTMENT PLANNING

NOVEMBER 11th (wed)

 6:15 PM***

Join Michael Lomas as he discusses the importance of understanding how to embrace volatility in the market while developing a financial roadmap that works for you. There’s no “one size fits all” approach, so it’s important to understand how to make choices for your specific circumstance.

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DECEMBER 2020

ESTATE PLANNING 103

DECEMBER 2ND (wed)

 6:15 PM***

Join Glenn Wiggle, Charlie Sperrazza, and Tom Cannavo as they discuss the four corners of Estate Planning. They will be discussing wills, power of attorney’s, living wills, and health care proxy’s. Additioanlly, they will discuss trusts, beneficiaries, and probate.

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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. Join us for our upcoming virtual events. Our schedule is listed below:

REGISTER HERE
Investments products and services available only to residents of: AL, AZ, CA, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI. Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC
The Financial Guys is not an affiliate of Peak Brokerage Services,LLC. 305 Spindrift Drive Williamsville, NY 14221
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