Client Symposiums
Smart & Ready Financial Wellness
At Buffalo First Wealth Management, we pride ourselves on value, education and the client experience. As we continue to enhance the client relationship experience, we are pleased to announce a program designed to give you more financial strength. This program will consist of 5 sessions for 1 hour each. The sessions will start on Thursday, October 22nd, at 6 pm, at the Buffalo First conference room, 7606 Transit Rd. The sessions will run every Thursday and conclude on November 19th.
Week 1 – “3 Secrets Too Enrich Your Wealth & Life”
Week 2 – “My money! Where is it going?”
Week 3 – “When adversity hits, how will I handle it?”
Week 4 – “Are there cracks in my savings nest egg?”
Week 5 – “What’s the state of my estate plan?”
Space is limited to 10 people. You can attend all or some of the sessions. Please RSVP by the Tuesday before the session. Respond to info@buffalofirstllc.com or call 716-204-8369 and leave a message. There is NO cost for existing clients, and for a direct referral from a current client. Non clients will pay a fee $125 for the 5 week sessions or $30 per session.
Buffalo First Wealth Management’s Grand Opening
Thursday, June 4th, 2015 4:30 pm – 8:00 pm Hors d’oeuvres, Spirits, Beverages, and Ribbon Cutting Ceremony. If you are interested in joining please RSVP to info@buffalofirstllc.com or call 716-2048369, for parking information. Please check back for the upcoming Fall symposium locations and dates soon.