Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 16, 2023
12:00p - 12:30p
Zoom Web Conferencing
May Market Update
Join us as we discuss: - Current state of the market as we near mid-year - Inflation, recession, interest rates, and other relevant current events - Economic outlook for the remainder of 2023
April 19, 2023
9:00a - 4:00p
Albany Office
Shredding Event
Spring cleaning wouldn't be complete without decluttering your home of unnecessary paperwork. Drop by our upcoming Shredding Event to dispose of your documents securely!
March 21, 2023
12:00p - 12:30p
Zoom Web Conferencing
Required Minimum Distributions
Join us as we discuss: -How much is your RMD, when to take it, and where to take it from -Avoiding pitfalls of RMD Planning -How new Secure Act 2.0 legislation changes your RMD -RMD Rules for inherited IRAs
February 22, 2023
10:00a - 11:00a
Zoom Conferencing Platform
LIVE Virtual Tour of Venice, Italy!
Admire the most captivating buildings in Venice, in this virtual tour that focuses on the area around the beautiful Piazza San Marco!
January 12, 2023
6:00p - 7:00p
Zoom Conferencing Platform
2023 Market Outlook
Join us as we discuss: - Stock and bond market outlook for 2023 - Current views on interest rates for the upcoming year - How global economic conditions could affect your investments
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
October 12, 2022
5:00p - 6:00p
Zoom Conferencing Platform
Recession Guide & Action Items
Learn about recessions and solutions to issues they cause. Join us as we discuss: - Recession causes, frequency, and duration - Recession date, facts, myths, and trends - Learning how to "buffer" against downside loss - Updates on fixed and guaranteed portfolio solutions
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!