Upcoming Seminars
As we strive to provide excellent service and value, we are proud to host a series of seminars. Our seminars have included topics such as financial planning, insurance, investing and taxes. We often invite a subject expert to speak about a topic.
All seminars are held in our conference room at our office, 7606 Transit Road, Buffalo NY 14221. Beverages and light appetizers will be served. Anyone is welcome but RSVP, as space is limited.
Tuesday, September 24 at 6pm
Guest Speaker: Mike Kraics, FlexShares Exchange Traded Funds
Topic: Market Update
Tuesday, October 29 at 6pm
Guest Speaker: Maria Schenk, Sheridan Benefits
Topic: Medicare 101
Tuesday, December 3 at 6pm
Guest Speaker: Michael Knapp, Accountant at Buffalo Tax Strategies
Topic: Year End Tax Planning Presentation
- Review the new schedule 1 of the 1040
- Review Income including Dividends, Rental Property, and Unemployment Compensation
- Adjustments including Teacher Expense, HSA, IRA and student loans
- Review Expenses to itemize: including state/local taxes, property taxes, medical and charitable expenses
- Understanding your capital gains and losses
- Investigating alternate tax filings
- Reviewing current tax situation on IRS.gov payroll calculator
Limited seats, please let us know if you are attending!
Please RSVP to one of our advisors:
info@buffalofirstllc.com
Kevin Connolly: 716-861-7371
Allen Dembski: 716-445-7465
Taunya Abaya: 716-535-9603