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.
Currently our seminars are being held virtually.
Stay tuned for our next event! And please let us know if you have any suggestions on topics you’d like to learn more about.
Tuesday, July 11, 2023
Guest Speaker: Michael Broderick, Advantage College Planning
Topic: Getting Ready for College
Wednesday, December 2 at 6pm
Guest Speaker: Michael Knapp, Accountant and Financial Advisor
Topic: End of year Tax Planning
Wednesday, November 4 at 6pm
Guest Speaker: Maria Schenk, Sheridan Benefits
Topic: Medicare 101
Tuesday, January 21 at 6pm
Guest Speaker: Ruth P. George, Esq.
Topic: Estate planning
We will be discussing the importance of a Will, Power of Attorney and Health Care Proxy forms
Tuesday, December 3 at 6pm
Guest Speaker: Michael Knapp, Accountant at Buffalo Tax Strategies
Topic: Year End Tax Planning Presentation
Tuesday, October 29 at 6pm
Guest Speaker: Maria Schenk, Sheridan Benefits
Topic: Medicare 101
Tuesday, September 24 at 6pm
Guest Speaker: Mike Kraics, FlexShares Exchange Traded Funds
Topic: Market Update
Please RSVP to one of our advisors:
[email protected]
Kevin Connolly: 716-861-7371
Allen Dembski: 716-445-7465