TFG Academy & Educational Events

For 25 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 25 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, or click the button below to access the Virtual Academy Portal for replays and recordings of previous events.

MARCH 2023

Taxes in 2023: Strategies to Minimize Exposure

March 22nd

6:15 P.M. - 7:15 P.M.

WHERE: 305 Spindrift Drive, Williamsville, NY 14221

Learn strategies that can help you lessen the blow of taxes.

APIRL 2023

Financial Considerations for Career/Job Changers


6:15 P.M. - 7:15 P.M.

WHERE: 305 Spindrift Drive, Williamsville, NY 14221

Recently changed jobs? Learn the critical financial considerations to ensure you make the most of your benefits and to be sure you are on track to retire.

MAY 2023

Estate Planning - Passing Wealth to the Next Generation


6:15 P.M. - 7:15 P.M.

WHERE: 305 Spindrift Drive, Williamsville, NY 14221

Alternative strategies on how to transfer your wealth to your heirs.

Retirement Planning with Taxes in Mind

November 16th
3:00 P.M. - 4:15 P.M.
6:00 P.M. - 7:15 P.M.
Where: 305 Spindrift Drive, Williamsville, NY 14221

Taxes can play a VITAL role in growing wealth during your working years AND during the use of your wealth in retirement. Find out from Mike Hoeflich and Rohn Pierce how to increase the probabilities of your success as an investor by keeping taxes in mind TO and THROUGH retirement.

JUNE 2023

Social Security Optimization

JUNE 5th

3:00 P.M. - 4:00 P.M.
6:00 P.M. - 7:00 P.M.
WHERE: 305 Spindrift Drive, Williamsville, NY 14221

Join Social Security Claiming Strategist, Mike Hoeflich, as he reveals how to optimize Social Security income to help mitigate the erosive effects of Longevity, Inflation and Taxes on your retirement capital. This workshop will show you how to make Social Security the cornerstone of your retirement!