Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331

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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. Both of these events are offered in Saratoga Springs, NY.

For more information click on the event you are interested in below:

Retirement Seminar

Social Security Seminar

Retirement Distribution Strategies Webinar

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Upcoming Events

  • May 24, 2022
    • Retirement Distribution Strategies Webinar
      12:00 pm - 1:00 pm
      Retirement Distribution Strategies WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • May 26, 2022
    • Retirement Distribution Strategies Webinar
      5:00 pm - 6:00 pm
      Retirement Distribution Strategies WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • June 20, 2022
    • - Juneteenth - Office Closed- Juneteenth - Office ClosedMarket Holiday

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: yourteam@mmwealth.com

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