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The Financial Guys

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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.

Estate Planning | BUFFALO

Make your legacy simple, tax-smart, and calm. Join us in Rochester and learn how to move wealth to your heirs, reduce taxes, sidestep common delays, and keep everyone on the same page.
Date: June 10th
Time: 6:15 PM
Where: 305 Spindrift Dr., Williamsville NY 14221

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Buffalo

Super Cruise

Mark your calendars for this years Super Cruise! Use the button below to get all the event details. All proceeds support Wings of Hope.

Date: July 7th
Where: Lancaster Motorplex

EVENT DETAILS & REGISTRATION

There Are No Current Events At This Time

Stay tuned for our fall event schedule.
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ONLINE WEBINAR

financial roadmap

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ONLINE WEBINAR

Social Security

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Looking forward to the follow-up personal consultation!

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Outstanding in every way- the complete package

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Well done. Very informative. Thank you.

The prospect was not compensated for their unsolicited testimonial**

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Taught by Experienced, Certified, and Honest Professionals