The Financial Guys

833.346.4897
716.633.1515
contact@thefinancialguys.com
Contact Us Client Portal
Facebook Twitter Youtube Spotify Tumblr Instagram

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.

Inaugural Super Cruise

Rev up for our Inaugural Super Cruise on Sept 4th, 5–9 PM at our Williamsville Office! Enjoy classic cars, music, and free hot dogs—fun for the whole family!

Date: September 4th
Time: 5 - 9 PM
Where: 305 Spindrift Dr. Williamsville NY, 14221

Let us know your coming!

There Are No Current Events At This Time

Stay tuned for our fall event schedule.
stay tuned

Never miss out on a financial guys event

Click the button below and fill out the form to be notified of every new event.

Get Notified

Taught by Experienced, Certified, and Honest Professionals

Estate Planning: Build Your Legacy (Buffalo)

Join Anthony Szefler and Charlie Sperrazza along with Stamm Law Firm at our Buffalo office to discuss alternative strategies on how to transfer wealth to your heirs. Discover simple steps to create a plan that brings peace of mind for the future.

Date: June 4th
Time: 6:15 PM
Where: 305 Spindrift Dr, Williamsville NY, 14221

BUFFALO SIGN UP

Estate Planning: Build Your Legacy (Rochester)

Join David and Micah Moore at our Rochester office to discuss alternative strategies on how to transfer wealth to your heirs. Discover simple steps to create a plan that brings peace of mind for the future.

Date: June 4th
Time: 6:15 PM
Where: 3445 Winton Place Rochester, NY 14623 (2nd Floor Classroom: Near Suites 206 & 207)

ROCHESTER SIGN UP