Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 11, 2024
6:00p - 7:00p
Zoom Web Conference
2024 Market Outlook with CIO Gene Goldman
2024 Market out look with CIO Gene Goldman
October 12, 2023
12:00p - 1:00p
Cetera Investors
June 22, 2023
4:00p - 7:00p
Cetera Investors
February 22, 2023
10:00a - 11:00a
Zoom link
Explore Italy With Me!!!
Join us for a virtual tour of Venice Italy.
January 12, 2023
6:00p - 7:00p
Zoom Webinar
2023 Market Outlook with Guest Speaker Gene Goldman
2023 market outlook with Cetera Chief Investment Officer Gene Goldman
October 12 - October 13, 2022
5:00p - 6:00p
Zoom Webinar
Recession Guide and Action Items!!
Important topics and things to address in the event of a Recession
September 29, 2022
6:00p - 9:00p
Wolferts Roost Country Club
Savvy Social Security
What baby Boomers need to know about Social Security and the important questions to ask about when to claim. This Seminar has been funded in part by Howard Capital Management and Delaware Funds by Macquarie.
September 26, 2022
12:30p - 7:00p
Schuyler Meadows Club
Fore the Love Golf Classic
If you are interested in signing up a 4some let me know and I can get you the details.
August 10, 2022
6:00p - 7:00p
Zoom Webinar
Savvy Generational Planning
Join us as we discuss the important topic of generational planning.
January 12, 2022
6:00p - 7:00p
Zoom Webinar
2022 Market Outlook- Quadruple Peaks with guest speaker, Gene Goldman
Market Insight with Gene Goldman.
November 10, 2021
6:00p - 7:30p
Zoom Webinar
IRA Planning for Boomers
IRA planning can be complicated when you get to Retirement. We can help!! Join us for this informational webinar as we discuss important questions.
September 8, 2021
6:00p - 7:00p
Zoom Webinar
Understanding Medicare
Please join me as we discuss Medicare and what it entails
May 13, 2021
6:00p - 7:00p
Zoom Webinar
Addressing LTC and Healthcare in Retirement
How Long Term Care fits into Retirement
July 23, 2020
6:00p - 7:00p
Zoom Meeting Webinar
Savvy Retirement and Estate Planning!
What you need to know about financial planning and Estate planning in 2020
July 23, 2020
12:00p - 1:00p
Zoom Meeting Webinar
Savvy Retirement and Estate Planning!
What you need to know about retirement planning and Estate planning in 2020.
June 17, 2020
4:00p - 5:00p
Zoom Meeting Webinar
Rollovers; Should My Money Stay or Go?
A can't miss event that will help you understand your options with employer sponsored plans!!
May 7, 2020
4:00p - 5:00p
Zoom Meeting Webinar
Teacher Appreciation Zoom Trivia
Fun night of trivia and prizes!!
April 23, 2020
6:00p - 7:00p
Zoom Meeting Webinar
Managing through the Coronavirus Crisis
Ideas on how to deal with Coronavirus and the important aspects of the CARES Act
March 31, 2020
4:00p - 5:00p
Zoom Meeting Webinar
Market Update and Weathering Stormy Investment Seas 4pm Session
Webinar on Market update
March 31, 2020
10:00a - 11:00a
Zoom Meeting Webinar
Market Update and Weathering Stormy Investment Seas 10am Session
Webinar and Market Update
January 18, 2020
11:00a - 12:30p
Cetera Investors Albany Office
Understanding your 403(b) Workshop
You will learn how your 403(b), Social Security and your pension work together for a better Retirement.
December 17, 2019
6:00p - 8:00p
Cetera Investors Albany Office
Savvy Social Security
Learn the answers to your questions: • Will Social Security be there for me? • How much money can I expect to receive? • When should I apply for Social Security? • How can I maximize my benefits? • Will Social Security be enough to live on in retirement?