July 11
Financial Friday – Investments 101
With so many types of investment vehicles, it can be difficult to understand which ones fit your unique financial goals, […]
12:00 pm – 12:30 pm
Learn More– 11/07/2025
July 11
With so many types of investment vehicles, it can be difficult to understand which ones fit your unique financial goals, […]
12:00 pm – 12:30 pm
Learn MoreAugust 1
How is your social security calculated and what are some collection strategies that can affect your financial plan in retirement? […]
12:00 pm – 12:30 pm
Learn MoreSeptember 5
Outlines the role of life insurance, the beneficial tax treatment of its cash value and different ways to calculate the […]
12:00 pm – 12:30 pm
Learn MoreOctober 3
This information-rich webinar reviews healthcare options and considerations for retirees both younger than 65 and beyond 65 (Medicare).
12:00 pm – 12:30 pm
Learn MoreOctober 26
October 26-27, 2025 The Sagamore ResortLake George, New York Interested in Exhibiting? Join the impressive list of local and national […]
7:00 am – 4:00 pm
Learn MoreNovember 7
Collecting income from a post-retirement job can impact your financial situation negatively if not planned accordingly. We’ll review how working […]
12:00 pm – 12:30 pm
Learn More