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.

No Copay happy Hour

MARCH 31ST
5:00 P.M. - 8:00 P.M.

At TFG Pub | Maskless
305 Spindrift Drive, Williamsville, NY 14221

Come to our new Maskless bar inside the Financial Guys building. You and a guest can enjoy your cocktails face to face not mask to mask. Enjoy wine, beer, and pop along with some snacks. We will be joined by Mike Lomas, one of the personalities from the TFG radio show. We also would love for you to bring and/or invite a fellow business owner to see what we are all about. No copays, no deductible, no masks!

APRIL 2022

SEMI-ANNUAL ECONOMIC & MARKETS UPDATE

April 13th (wed)

 6:15 PM***

Join Independent Solutions Wealth Management’s Investment Team as they discuss the latest investment trends, market movements, forecasts, and top stock picks. You’ll hear from the experts regularly featured on CNBC.

Retirement Planning 201: A Focus on Technology

April 20th (wed)

 6:15 PM***

Technology is ever-evolving, and retirement planning follows closely behind. As new technology emerges, so does the way we plan for retirement. Join Jay Blanchard as he discusses how technology affects the way you plan for retirement while our Senior Advisor reviews the many ways new technology introduces new opportunities for clients and their investments.

MAY 2022

Dave Ramsey Workshop

MAY 18TH (wed)

 6:15 PM***

Join Russell Gaiser, Ryan Norton, and Todd Aichinger as they teach this course to help you gain control of your finances and begin your wealth-building journey. It will teach you personal finance basics such as budgeting, debt elimination, saving & investing, estate planning, insurance, and how to implement the information using Dave Ramsey’s Baby Steps.

June 2022

Social Security and Your Retirement Income Workshop

June 1st
6:15 P.M. - 7:15 P.M.

At The Financial Guys Office:
305 Spindrift Drive, Williamsville, NY 14221

Join Ron Reinstein and learn how to optimize Social Security by creating a strategy that accounts for your other sources of income when developing an all-inclusive optimized strategy.

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

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.