Broker Check

Events

Upcoming Events

October 12, 2022

6:00p - 7:00p

Zoom Conferencing Platform

Medicare: What You Absolutely Need to Know!

Join us as we discuss: What Is Medicare & Who Is Eligible? What Are The Four Parts Of Medicare? Important Enrollment Information Supplemental Insurance How Employment/Earnings Affect Enrollment

December 14, 2022

6:00p - 7:00p

Zoom Conferencing Platform

Estate Planning Basics

Top Ten Estate & Financial Planning Ideas Join us as we discuss: • Leaving a Road Map for your Family • The Role of Insurance in your Financial Plan • The Importance of a Power of Attorney • Getting Organized For Death • Long Term Care

Past Events

August 10, 2022

6:00p - 7:00p

Zoom Conferencing Platform

Savvy Generational Planning

Six Steps to Legacy Planning for the Generations Join us as we discuss: Planning For Incapacity Steps To Take Now So Your Family Keeps The Most Money Ensuring Smooth Asset Transfer To Next Generation Planning For Your Loved Ones & Causes You Care About How Your Planning & Decisions Will Affect Your Kids/ Heirs Creating Your Family Legacy Monitoring & Updating Your Strategy

May 11, 2022

6:00p - 7:00p

Teams Web Conferencing Platform

Understanding Social Security

Join us as we discuss: • Tips, tricks and facts to enhance your SS knowledge • How much can I expect to receive? • When should I apply for Social Security? • How can I maximize my benefits? • Integrating your claiming decision into your full retirement plan

April 1, 2022

3:00p - 6:00p

Albany Office

Help For Ukraine

Join us for a medical supply drive to aid Ukraine, this Friday, April 1st from 3-6pm! See flyer for more details.

March 17, 2022

12:00p - 12:30p

Zoom Conferencing Platform

20 Minute Market Update

Current event updates you need to know! Join us as we discuss: *Inflation *Ukraine/Russia Market Impacts *Changes to our 2022 Market Outlook *Update on Current Market Conditions

March 9, 2022

6:00p - 7:00p

Zoom Conferencing Platform

Tax Efficient Retirement Planning

Join us as we discuss: The Top Things You Need To Understand About Your Retirement & Taxes Taxes And Your Traditional IRA Is A Roth Conversion For Me? How Poor Tax Planning Could Affect Other Things Such As Social Security and Medicare How Retirement Tax Planning Fits In To Estate Planning

February 9, 2022

3:00p - 6:00p

Albany Office

Food Drive for the Regional Food Bank of Northeastern NY

Please join us in supporting the Regional Food Bank in Latham, NY with a food drive! Donations can be dropped off at our office on Wednesday, February 9th from 3-6pm. Please see our flyer for additional details!

January 12, 2022

6:00p - 7:00p

Zoom Conferencing Platform

2022 Market Outlook with CIO Gene Goldman

Join Us As We Discuss How: •Economic Growth with slow, but remain above Pre-Pandemic Levels •The Fed is expected to play a much larger role •Fundamental Investment Strategies will be more important.

December 15, 2021

6:00p - 7:00p

Zoom Conferencing Platform

AdviceWorks Client Portal: Features and Benefits

Join Us As We Discuss: • How Adviceworks Advances and Promotes Two-Way Communication with Your Representative • How to Access Your Tax Documents • How to Sign Up for E-Delivery of Your Statements • Advantages of the System: Private Client Vault • How It Can Be Used to Aggregate and Link Accounts • And Many Other Features!

November 10, 2021

6:00p - 7:00p

Zoom Conferencing Platform

IRA Planning for Baby Boomers

At this workshop you will learn: • Seven strategies for Savvy IRA planning • Six rollover options for your retirement plan funds • SECURE Act changes to IRA planning • Three common required minimum distribution mistakes • The difference between indirect and direct rollovers • How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security, and financial strategies

October 13, 2021

6:00p - 7:00p

Zoom Conferencing Platform

Identity Theft and Cybercrime Prevention

Join us as we discuss: • How to Protect Your Identity from Hackers • What Tricks to Watch Out For • How to Protect Your Computer from Cyber Attacks With special guest, retired FBI Agent, Jeff Lanza!

September 8, 2021

6:00p - 7:00p

Zoom Conferencing Platform

Understanding Medicare

What Baby Boomers Need to Know Join us as we discuss: What is Medicare and who is eligible Your coverage options and how to enroll How Medicare coincides with private insurance Which plans could be right for you How your advisor will help you address your needs

August 26, 2021

12:00p - 2:00p

Cetera Investors Albany Branch

Savvy Social Security and Long-Term Care Planning

Please join us for a free workshop and lunch-in where we'll discuss the role Social Security Benefits play in your overall retirement income distribution strategy and how unexpected heath and long-term care expenses can deplete your assets and threaten your plan.

July 14, 2021

6:00p - 7:00p

Zoom Conferencing Platform

Understanding Social Security

What Baby Boomers Need to Know Join us as we discuss: • Will Social Security be there for me? • How much can I expect to receive? • When should I apply for Social Security? • How can I maximize my benefits? • Will Social Security be enough to live on in retirement?

May 12, 2021

6:00p - 7:00p

Zoom Conferencing Platform

Aging With Confidence

How Long Term Care Fits Into Retirement Join us as we discuss: • How to protect your investments & assets by properly understanding your care decisions • How to plan for health/long-term care issues • An in-depth study on the retirement care needs of Americans • How your advisor will address your needs

April 30, 2021

4:00p - 7:00p

Latham Office

City Mission Food Drive

Join us in supporting the Schenectady City Mission Group with a food drive! Hosted right at our Latham office on April 30th from 4pm-7pm.

March 30, 2021

6:00p - 7:00p

Zoom Conferencing Platform

Women & Investing

Understand how women's investment needs are different, and why it matters. Join us as we discuss: • How women make strong investors • What you need to know now, regardless of whether you manage your household’s assets • The wealth implications of better health • Next steps for yourself and others

March 10, 2021

6:00p - 7:00p

Zoom Conferencing Platform

How Tax Planning Changes Through the Four Stages of Retirement

Webinar held through our new video conferencing platform, Zoom!

January 13, 2021

6:00p - 7:00p

Zoom Conferencing Platform

2021 Market Outlook

Webinar held through our new video conferencing platform, Zoom!

September 23, 2020

6:00p - 7:00p

Zoom Conferencing Platform

Investing in an Election Year

Webinar held through our new video conferencing platform, Zoom!

August 12, 2020

6:00p - 7:00p

Zoom Conferencing Platform

Savvy Social Security and Long-Term Care Planning (copy)

Webinar held through our new video conferencing platform, Zoom!

August 12, 2020

12:00p - 1:00p

Zoom Conferencing Platform

Savvy Social Security and Long-Term Care Planning

Webinar held through our new video conferencing platform, Zoom!

July 23, 2020

6:00p - 7:00p

Zoom Conferencing Platform

Savvy Retirement and Estate Planning

Webinar held through our new video conferencing platform, Zoom!

July 23, 2020

12:00p - 1:00p

Zoom Conferencing Platform

Savvy Retirement and Estate Planning

Webinar held through our new video conferencing platform, Zoom!

June 17, 2020

4:00p - 5:00p

Zoom Conferencing Platform

Should My Money Stay or GO?

Webinar held through our new video conferencing platform, Zoom!

May 13, 2020

6:00p - 7:00p

Zoom Conferencing Platform

Incorporating Long-Term Care and other Healthcare Costs In Retirement Planning

Webinar held through our new video conferencing platform, Zoom!

April 23, 2020

6:00p - 6:45p

Zoom Conferencing Platform

Managing Through the Coronavirus Crisis

Webinar held through our new video conferencing platform, Zoom!

April 8, 2020

6:00p - 7:00p

Zoom Conferencing Platform

Market Commentary with Gene Goldman, CIO

Webinar held through our new video conferencing platform, Zoom!

March 31, 2020

4:00p - 4:45p

Zoom Conferencing Platform

Market Update and Weathering Stormy Investment Seas (copy)

Webinar held through our new video conferencing platform, Zoom!

March 31, 2020

10:00a - 10:45a

Zoom Conferencing Platform

Market Update and Weathering Stormy Investment Seas

Webinar held through our new video conferencing platform, Zoom!

Event Registration