Educational Events

We regularly hold educational events for our clients and prospective clients on a variety of topics. Two of our most popular events are our Retirement Seminars and our Social Security Seminars. Events are offered in Saratoga Springs and Albany, NY.

Retirement Seminars

Come back for dates in fall of 2026

Fall locations – TBD

Upcoming Events

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Frequently Asked Questions

Is there a cost to attend our seminar?

No. Our retirement planning seminars are provided as a complimentary educational service to the community. There is no cost or obligation to attend.

Who should attend our seminars?

Our seminars are designed for individuals and couples who are retired or approaching retirement and want to learn more about topics such as retirement income planning, Social Security, investment management, tax-efficient retirement strategies, and preserving wealth throughout retirement.

Will investment products be discussed?

Our seminars are educational and intended to provide general information on retirement planning concepts and strategies. No specific investment recommendations will be made during the presentation. Any discussion of financial strategies is for educational purposes only and is not intended as individualized investment advice.

Can I bring a guest to the seminar?

Absolutely. We encourage attendees to bring a spouse, partner, family member, or friend who may also benefit from the information presented. If possible, please include all attendees when registering so we can plan accordingly.