Professional Learning

Events

– 11/07/2025

July 2025

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

August 2025

August 1

Financial Friday – All About Social Security 

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 More

September 2025

September 5

Financial Friday – Life Insurance Awareness

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 More

October 2025

October 3

Financial Friday – Healthcare in Retirement

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 More

October 26

SAANYS Annual Conference 2025

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 More

November 2025

November 7

Financial Friday – Working Post Retirement

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
<< Previous