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.
Ready? Set. Retire!
Are you ready to retire? Do you still have questions? Have you covered all your bases? This complimentary seminar will cover all forms of retirement planning. Register today to develop your roadmap to retirement.
Date: November 9th
Time: 9:30 AM
Where: 305 Spindrift Dr, Williamsville NY, 14221
Social Security Optimization- Rochester
What Boomers need to know to optimize their Social Security benefits and make their personal savings last. Join Mike Hoeflich, Russ Gaiser, and Pina Formicola to learn just SOME approaches and strategies at this Retirement Income Seminar!
Date: November 12th
Time: 6:15 PM
Where: 3445 Winton Place STE 120 Rochester, NY 146231
Roth Conversion
Join this seminar where our fiduciary advisors will help you make informed decisions about your retirement income. Discover how current tax laws and converting a traditional retirement account into tax-free income could save you thousands.
Date: November 20th
Time: 6:15 PM
Where: 305 Spindrift Dr, Williamsville NY, 14221
Taught by Experienced, Certified, and Honest Professionals