Seminars/Events
Upcoming Events
July 14, 2026
6:00p - 6:30p
Webinar
September 25, 2026
5:00p - 7:00p
TBA
Charity Event
TBA
October 14, 2026
12:00p - 1:00p
TBA
Medicare Luncheon
Discuss ins and outs of Medicare and differences between Medicaid and Medicare
October 21, 2026
6:00p - 7:30p
19 British American Blvd East
Medicare Dinner with Candy Marrero
Come learn about the Medicare process and what to expect before applying
December 3, 2026
12:00p - 4:00p
19 British American Blvd E
Toys for Tots Collections
Join us and bring an unwrapped toy for a local boy/girl at our office and enjoy some treats and holiday cheer The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Investors or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC.
Past Events
May 12, 2026
6:00p - 7:30p
Max 410 (The Terrace)
Identity Theft Dinner
Protect yourself, your family and your finances. Learn the tactics identity theives use everyday, guest speaker George Berg
April 24, 2026
10:00a - 2:00p
Camp Scully
Volunteer with clients at Camp Scully
All are welcome to help clean up Camp Scully, a camp for kids. Yard work and more
April 17, 2026
9:00a - 3:00p
19 British American Blvd East
Shredding Day!!
Bring your old documents and we will shred them for you
March 25, 2026
6:00p - 7:30p
19 British American Blvd East
Second night Open: You’re Invited: Estate Planning Dinner & Discussion
Invite to a second night since our first one was full. Learn about Estate planning basics and how to protect your assets. Ensure you wishes are honored.
March 19, 2026
6:00p - 7:30p
19 British American Blvd East
You’re Invited: Estate Planning Dinner & Discussion
We’re pleased to invite you to a special Estate Planning Dinner & Discussion designed to help you protect what matters most. Whether you’re building your assets or planning for the next generation, a well‑crafted estate plan ensures your wishes are honored and your loved ones are protected.
March 4, 2026
12:00p - 1:00p
TBA
Joint Networking and Recruiting Lunch
Details to come
January 6, 2026
6:00p - 6:30p
Webinar
2026 Market Outlook Webinar with Gene Goldman
Gene will be discussing the top investment themes for 2026, how to balance your portfolios between stocks and bonds and the overall outlook that will shape 2026.
December 5, 2025
12:00p - 4:00p
19 British American Blvd
Toys for Tots Drive
Bring a unwrapped toy to our office and enjoy a cup of hot cocoa and a cookie, thank you and Happy Holidays!
November 8, 2025
10:00a - 12:00p
TBD
Generational Panel Brunch
details soon
October 21, 2025
12:00p - 1:00p
19 British American Blvd East
DUE TO POPULAR DEMAND- SECOND DAY FOR MEDICARE PLANNING
We are holding a second Medicare Planning session at the office at 19 British American Blvd East in Latham at 12:00PM with Candy Marrero. come learn all about Medicare Planning and all the nuances in NYS.
October 8, 2025
12:00p - 1:00p
19 British American Blvd East
Medicare Luncheon
Critical timing for Medicare planning education with Stephen Porto. Learn all about planning concepts, types of Medicare plans and what is right for you.
August 27, 2025
12:00p - 12:30p
Webinar
WEBINAR ON WHAT THE NEW TAX BILL MEANS TO YOU
Join us on August 27th at 12 for a webinar on what the new tax bill means to you. Dave Keib from American Funds will be discussing the tax brackets, SALT & itemized deductions and the impact on your investments. In addition, Estate and Gift tax updates.
August 13, 2025
6:00p - 7:30p
19 British American Blvd
Estate Planning and Asset Protection Planning with Aaron Connor from Pierro Law
Learn about Estate planning and protecting your loved ones, trusts, wills, POA and overall concepts of your Estate
July 31, 2025
5:30p - 9:00p
JP Cruise Line
INVITE ONLY!! JP CRUISE LINES BOAT EVENT
Join us for a evening of fun on the JP Cruise Line ships out of Troy. We will have a night of music, dinner, games and more fun as the night goes on. More details to come
July 15, 2025
6:00p - 7:00p
Webinar
Mid Year Market Update with Candice Tse
Join us for a webinar on a mid year market update with Candice Tse Managing Director within Goldman Sachs.
June 26, 2025
4:00p - 6:00p
Our office
3rd Annual Charity BBQ
details to follow
June 12, 2025
6:00p - 7:30p
19 British American Blvd
Medicare Planning with Candy Marrero
Join us for a dinner where Candy Marrero will be discussing all of the ins and outs of Medicare Planning
May 29, 2025
1:00p - 2:30p
19 British American Blvd
Tax Planning with Eric Scaringe
Join us to learn about tax planning and efficient ways to plan, new tax bracket and laws and overall planning concepts
May 16, 2025
12:00p - 4:00p
19 British American Blvd. East
INVITE ONLY!!! OPEN HOUSE! COME CELEBRATE OUR NEW MOVE
Time to celebrate! Come join us for our open house, Innovo kitchen and Frog Alley will be providing our refreshments.
April 24, 2025
10:00a - 11:30a
British American Blvd
Estate Planning and Asset Protection with Aaron Connor from Pierro Law
Learn about Estate planning and protecting your loved ones, trusts, wills, POA and overall concepts of your Estate
March 19, 2025
10:00a - 11:00a
43 British American Blvd
Medicare Planning with Candy Marrero
Join us for a breakfast where Candy Marrero will go over the ins and outs of Medicare Planning
February 5, 2025
8:30a - 10:00a
Fort Orange Club
Financial Advisor and Business Owner Continuity Planning Lunch
Join us for an important event where we will be discussing the legal strageties for business onwers in their own practices and outside information on legacy and succession planning.
January 7, 2025
6:00p - 7:00p
Webinar
2025 Market Outlook with Gene Goldman
Join us as Gene Goldman discusses the market outlook for 2025, current views on interest rates for the upcoming year and how global economic conditions could effect your investments.
December 6, 2024
12:00p - 4:00p
The parking lot of 43 British American Blvd
Toys for Tots Drive at our office
Come drop off a toy for the Toys for Tots organization to our office, enjoy some sweet treats when you swing on by.
December 4, 2024
6:00p - 9:00p
Rivers Resort
Jingle and Mingle (Invite only)
INVITE ONLY, end of the year get together! Come celebrate with us
November 19, 2024
6:00p - 7:00p
Webinar
Post Election Market update Webinar with David Keib
Join us with David Keib from American Funds as he discusses the latest updates on the election, inflation/fed updates with a preview of 2025, what the election means for market volatility and history of the stock market during presidential election years.
November 2, 2024
10:00a - 12:00p
The Century House
Brunch for the Generations
Come join us as Jane-Marie Schaeffer from Herzog Law, Bob Vandy from AIB and Karen Baxter from the Alzheimers Association speak in regards to topics such as Wills and trusts, Long-Term care planning and the effects of Alzheimers. Bring guests!!
October 9, 2024
12:00p - 1:00p
Albany office
Medicare Lunch
Got questions on the topic of Medicare?, well look no further, Candy Marrero will be discussing the ins and outs of the Medicare process, types, understanding the NY marketplace, how to choose the right plan and more.
September 17, 2024
6:00p - 6:30p
Webinar
Cyber Security/Identity Theft Webinar
Join us with retired FBI agent Jeffrey Lanza as he speaks on these important topics
July 23, 2024
12:00p - 12:30p
Webinar
Mid Election Year Market Update Webinar with Mark Eibel
Join us via Zoom on July 23rd as Mark Eibel from Russell Investments updates us on the outlook of the stock market, how the election could impact portfolios, sector impacts and tax implications.
July 10, 2024
6:00p - 7:00p
43 British American Blvd and Webinar
Asset Protection Planning Seminar with Aaron Connor from Pierro, Connor & Strauss
Please join us as we listen to Aaron Connor, Esq from Pierro, Connor & Strauss, LLC discuss the following topics: Core Four Documents Wills vs. Trusts Next Generation Planning Long Term Care Medicaid issues Estate Planning goals
June 27, 2024
4:00p - 7:00p
Albany Office
Charity BBQ Event for Hi-5 Sports and Operation at Ease
Come join us for a Charity BBQ to support Operation at Ease and Hi-5 Sports. There will be a chicken dinner, popcorn, shaved ice, silent auction, raffles and games for the family. Bring your kids and loved ones!
June 4, 2024
6:00p - 7:00p
43 British American Blvd
Join us for a Medicare dinner with Candy Marrero
Join us for a seminar on the topic of Medicare Planning. Candy Marrero will be speaking in regards to the different parts of Medicare, medigap plans, medicare supplements and overall planning to make sure you are making the best decisions for yourself and your family.
May 21, 2024
12:00p - 12:30p
Webinar
Pickleball 101 Webinar
Join us as we walk through the ins and outs of Pickleball with Gold Medalist Stacey Mulinio
May 20, 2024
6:00p - 7:00p
Webinar
Bond Seminar with Anthony Balboa
Discussing topics such as how the bond market and interest rates are effecting the economy, historical trends, bond math, rate hikes and overall market outlook.
April 18, 2024
9:00a - 4:00p
Albany office
SHRED IT DAY!!! COME GET RID OF YOUR OLD DOCUMENTS
Clients can come by and get rid of unwanted documents from 9AM-4PM at the office located at 43 British American Blvd on April 18th.
April 2, 2024
6:00p - 6:30p
Webinar
DELAWARE FUND CHANGES WEBINAR
Join us as Tim Katusha, Regional Director at Delaware Funds by Macquarie speaks on the brand transition, product updates and what actions to take next.
March 20, 2024
6:00p - 8:00p
43 British American Blvd
Long Term Care Seminar and Dinner
Join us for a dinner seminar on the topics of Long Term care. Tom Scarfo from Vanbridge will be discussing the critical importance of Long-Term care, the types, how to plan ahead and traditional vs newer solutions to Long-Term Care. If you cannot make it in person, you can also join us via zoom.
February 13, 2024
6:00p - 6:30p
webinar
Don't miss the 2024 webinar on ADVICE WORKS, the tool to keep in touch with your investments and your advisor
Please join us for an important webinar that will guide you through using our client portal ADVICE WORKS. Jason Berghold will be speaking about how to see real-time insights into your investments, update/monitor your plan, communicate with your advisor and securely store and share documents outside of your accounts.
January 11, 2024
6:00p - 7:00p
Webinar
January 11, 2024 Market Outlook Webinar with Gene Goldman
Gene Goldman, Chief Investment Officer of Cetera Financial Group will be speaking about the stock and bond market outlook, current interest rate views, and how the global economic conditions could effect your investments.
December 12, 2023
12:00p - 12:30p
Webinar
20 Minute Webinar on the Year End Checklist
Please join us as David Roche, Branch Manager of the office explores the top things to consider before year end, adjusting for new IRS limits and tactics for offsetting/lowering your taxes.
December 1, 2023
3:00p - 6:00p
43 British American Blvd 1st Floor
TOYS FOR TOTS DRIVE
Come stop by our office for our Toy for Tots Drive on December 1st from 3-6PM to drop off an unwrapped toy and grab a cup of coffee. We appreciate you all and we know many kids this Christmas will be happy as well! Thank you The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Investment Services LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Investment Services LLC.
November 14, 2023
12:00p - 12:30p
Webinar
20 minute Webinar on Roth IRA's
On November 14th at 12:00 we will be discussing the new 529 conversion to Roth concepts, Roth vs. Traditional IRAs, Conversions, Back Door Roth, and Mega Back Door Roth. Please join us!
November 8, 2023
6:00p - 8:00p
Stewarts
( Non-invite) Stewarts Credit Union Seminar on Social Security and Asset Protection Planning
Stewarts Credit Union is putting on this event. We will be speaking along with Pierro Law Firm on topics of Social Security and Asset Protection Planning to their members.
October 17, 2023
6:00p - 7:00p
43 British American Blvd
Don't Miss An IN PERSON Medicare Seminar With Candy Marrero From Capital Region Medicare Specialists
Please join us at 6PM at the Latham office located at 43 British American Blvd for a seminar on the topic of Medicare and Social Security Planning. Candy Marrero from Capital Region Medicare Specialists will be presenting on Medicare and Anthony Accetta will be discussing Social Security. Come learn about the right plan for you, Medicare part A, B, C & D as well as the ins and outs of Social Security and how it will effect your retirement.
September 20, 2023
8:00a - 12:00p
43 British American Blvd 1st Floor
FOOD DRIVE!! Come drop off items at our office at 43 British American Blvd in Latham
Come support the Northeast Regional Food Bank on September 20th from 8AM-12:00PM and drop off items listed on the flyer shown. You can also drop off earlier on September 19th. A box will be located right outside our office door from 7AM-6PM. Thank you in advance!
September 12, 2023
12:00p - 12:15p
Webinar
20 Minute September Market Update Webinar
Join us for a 20 minute discussion with Dave Keib Senior VP at American Funds on September 12th at 12:00. He will be speaking on the current market conditions, including 2023 returns, update on inflation rates, recession probabilities and the feds interest rate policies. Beyond that, where next growth opportunities may exist.
August 30, 2023
6:00p - 9:00p
Joe Bruno Stadium
INVITATION ONLY!!! Valley Cats Baseball game
You're invited to a Valley Cats game against the Sussex County Miners on August 30th 2023. We will have a BBQ dinner, drinks and fun. Invites to come!!
July 18, 2023
12:00p - 12:30p
Webinar
Life Insurance Webinar
Come listen to a 20 minute session on the benefits of Life Insurance, and how it can reduce your overall taxes. The benefits of cash value and the unique IRS treatment of life insurance.
July 18, 2023
12:00p - 12:30p
Webinar
Life Insurance Webinar
Come listen to a 20 minute session on the benefits of Life Insurance, and how it can reduce your overall taxes. The benefits of cash value and the unique IRS treatment of life insurance.
June 22, 2023
4:00p - 7:00p
Cetera Investors
Charity BBQ to Benefit The Longest Day & Jacks Place
Come join us at 43 British American Blvd on June 22nd for a Charity BBQ to benefit The Alzheimer's Association's Longest Day and Jack's Place! Donation tickets are just $25 and your ticket includes: ONE (1) BBQ dinner from Waggon Train BBQ, shaved ice or popcorn, face painting, balloon animals, music, and lawn games! To join us for this event: 1. visit: https://uqr.to/bbqbash & buy a ticket(s) and/or make a donation. 2. Then eat-in or take-out: • Eat-In: We'll have a tent and tables to enjoy your food on-site and lots of treats and fun for the whole family to enjoy. • Take-Out: If you can't join us for the full event; just stop in, grab your food, and say hi, and dash. We will also have raffles and a silent auction on site to benefit Jack's Place.
May 24 - May 25, 2023
6:00p - 12:00p
Union Bluff Hotel
INVITE ONLY!! Social Security Seminar in Maine
Will be speaking on Social Security, its benefits and how it will effect your retirement
May 16, 2023
12:00p - 12:30p
Webinar
20 Minute May Market Update with Goldman Sachs
Join us for this unique 20 minute webinar where one of our premier global partner, Goldman Sachs will be reviewing the current state of the market, as well as the outlook for the remainder of the year. They have access to wealth information that no one else has so this something you are not going to want to miss!
April 19, 2023
9:00a - 4:00p
43 British American Blvd
SHRED IT EVENT: Come drop off your unwanted papers to our office
We will be hosting a Shred It Day at our office located at 43 British American Blvd in Latham. You will be able to bring your sensitive documents, papers, and anything that is able to be shred. We will dispose of them in a secure and safe manner.
April 18, 2023
12:00p - 1:15p
MVP Center
Albany Empire Financial Literacy Seminar
Speaking with Albany Empire players in regards to Financial Literacy
April 5, 2023
9:00a - 11:00a
Cetera Investors
Medicare Seminar with Candy Marrero from Capital Region Medicare Specialists
Please attend our IN PERSON seminar located at our office at 43 British American Blvd in Latham on April 5th at 9 AM. Candy Marrero will be discussing Medicare and Anthony Accetta will be presenting on the topic of Social Security.
March 21, 2023
12:00p - 12:30p
Webinar
20 Minute Tuesday Webinar on Required Minimum Distribution
Please join us for a quick 20 minute discussion March 21st at 12:00 on the topic of Required Minimum Distributions. David Roche, Vice President and Branch Manager of Albany will discuss how much is your RMD and when to take it. He will also be going over the new Secure Act 2.0 and how that affects your RMD, rules for inherited IRAs, and the potential pitfalls of RMD planning.
February 22, 2023
10:00a - 11:00a
Virtual Tour
Virtual Client Appreciation: Tour of Venice, Italy
Come see beautiful Venice Italy via Zoom for a LIVE Tour. Stroll by one of Europe's most impressive buildings, the Doge's Palace, wonder at the Bridge of Sighs and admire the stunning St. Mark's Basilica. This will be a one-hour virtual experience with a live guide Elena, she will be able to answer any questions you may have along the way. Cant wait for the tour!
January 12, 2023 - February 22, 2023
6:00p - 7:00p
Webinar
You're invited to a 2023 Market Outlook Webinar
This 2023 Webinar will feature speaker Gene Goldman, Chief Investment Officer at Cetera Financial Group. He will be discussing the stock and bond market outlook, current views on interest rates and how the global economic conditions could affect your investments.
December 16, 2022
9:00a - 12:00p
Cetera Investors
Come to our Food Drive, Donate and Get a Treat!
Please come support the Regional Food Bank of Northeastern New York. Bring any non perishable item to our office located at 43 British American Blvd in Latham. You will have the chance to see Santa and get a treat as well. Thank you!
December 14, 2022
6:00p - 7:00p
Webinar
Estate Planning Basics: Top Ten Estate & Financial Planning Ideas
Join us for a Webinar on Estate Planning and top ten financial planning ideas. This webinar will focus on the most important documents to have, how to pay for Long Term Care, the importance of a will and having a POA, making sure your family is privy to financial information so they are not left in the dark, the role of insurance in your financial plan and information if trusts are right for you.
December 2, 2022
9:00a - 12:00p
Cetera Investors
Toys for Tots Drive!!! Come see Santa and get a treat too!
Please join us for a Toys for Tots Drive. There are over 200,000 kids that this agency helps just in the surrounding counties in the Capital Region. We will be asking that donations come unwrapped and new and dropped off between 9-12 on December 2, 2022. We will be in the lobby of our office at 43 British American Blvd in Latham and will be handing out some sweet treats, hot cocoa and perhaps Santa Claus will make an appearance.
October 27, 2022
9:00a - 10:00a
43 British American Blvd
In Person Medicare and Social Security Planning Seminar
Please join us for an in person event located at our office at 43 British American Blvd on October 27th, 2022 at 9AM. We will doing a joint seminar on the topic of Medicare and Social Security. Candy Marrero, Owner of Worksite Benefits and Tony Accetta with Cetera will both be presenting. Please let us know if you will be able to attend and feel free to bring some guests. This information is vital to the planning process and should be a very informative morning. A light breakfast and coffee/tea/juice will be provided. Thank you and we look forward to seeing you all.
October 12, 2022
5:00p - 6:00p
Webinar
A Don't Miss Webinar on Recessions and How They Affect Your Money
Due to current market conditions, we are having a webinar on a guide to recessions. This will discuss causes, duration, facts, myths and trends. Please attend to learn how to buffer against downside loss and updates on fixed and guaranteed portfolio solutions.
September 15, 2022
9:00a - 10:00a
Webinar
Medicare Seminar with Candy Marrero from Worksite Benefit
Please join us for a webinar on the topic of Medicare. Candy Marrero from Worksite Benefit will be explaining the difference between Medicare Parts A, B, C and D as well as Medigap plans. Sometimes topics like these can be overwhelming, so she will provide step by step instructions on how you can personally plan.
August 10, 2022
6:00p - 7:00p
Webinar
Generational Planning: Six Steps to Legacy Planning for the Generations
Join us for a webinar on Generational Planning. This Webinar will focus on how to aid your family in taking the steps needed to make sure you're creating a family legacy. Topics that will be discussed are planning for your loved ones, how decisions can effect your children/heirs, steps to take now so your family keeps the most money, planning for incapacity and overall monitoring and updating your strategy as time goes on.
June 15, 2022
5:30p - 9:00p
Dutch Apple Cruises
INVITATION ONLY!! DUTCH APPLE CRUISES CLIENT EVENT
Formal invitations to follow.....join us on June 15th for our Dutch Apple Cruise boat ride and dinner. Entertainment and fun to follow. We look forward to seeing you all there. Those invited can be expecting an invite in early April.
June 11, 2022
11:00a - 2:00p
Shenantaha Park
INVITATION ONLY!! Meet Mitch and Mingle Client Event
Come to the Shenantaha Park in Malta on Saturday June 11th from 11-2 PM to meet Mitch Hansen (Tony's business partner). We will be having lots of food, music, crafts for the kids and a Magician. Bring your families and mingle with Mitch. This event is invitation only, these should be emailed out as the event nears. Make sure to register so we know who is coming. Thank you for being a valued client!
May 11, 2022
6:00p - 7:00p
Webinar
Understanding Social Security for Boomers
Please join us for a webinar on Understanding Social Security and what Boomers need to know. This webinar will address topics such as, will Social Security be enough, how much can I expect to receive, when should I apply, how will this potentially effect my retirement, and how to maximize my benefits.
April 1, 2022
3:00p - 6:00p
43 British American Blvd
PLEASE HELP US COLLECT MEDICAL SUPPLIES FOR UKRAINE
Please help us collect medical supplies for Ukraine from the list attached and bring those items to our office on Friday April 1st between 3-6 PM. Thank you for all that you do!
March 17, 2022
12:00p - 12:30p
Webinar
20 MINUTE MARKET UPDATE WEBINAR!! Current Event updates you need to know
We thought it was in our clients best interest to discuss some current events in a brief webinar. Dave Keib Vice President of Capital Group/American Funds, will focus on Inflation, impact that Russia/Ukraine have, changes to the 2022 outlook on the market and current market conditions.
March 9, 2022
6:00p - 7:00p
Webinar
Tax Efficient Planning: How Tax Planning Changes Through Four Stages of Retirement
Join us for a webinar on Tax Efficient Planning. We will be discussing the top things you will need to understand about your taxes and retirement, tax treatment of your investment accounts, understanding IRMAA, how poor tax planning could affect other things such as Social Security and Medicare and how all of these topics fit into your Estate Plans.
February 9, 2022
3:00p - 6:00p
43 British American Blvd
Food Drive for the Regional Food Bank, Please Come Donate!
Please come donate any canned goods, dry foods, juices, diapers, hygiene products and other items you may have already in your house that might be extra on February 9th 2022! Someone will be there from 3-6 to collect your items. As always we try to be apart of our community and give back to those who are less fortunate. More information is on the attached flyer. Thank you!
January 12, 2022
6:00p - 7:00p
Webinar
2022 Market Outlook-Quadruple Peaks
Please Join our special guest speaker Gene Goldman, Chief Investment Officer at Cetera Financial Group to discuss our economic growth, how much effect will China have on the US economy, inflation and interest rate topics, supply chain disruptions and what to expect in 2022.
December 15, 2021
6:00p - 7:00p
Webinar
Advice Works Client Portal Webinar "How to Access your Accounts"
Joins us to discuss how Adviceworks advances and promotes Two-Way communication with your Representative. In addition, how to access your accounts, signing up for E-Delivery of your statements, tax documents, upload statements so your Representative can view them, how to link outside accounts and many other features.
November 10, 2021
6:00p - 7:00p
Webinar
IRA Planning for Boomers
What baby boomers need to know. How to determine a withdrawal strategy for your IRA/401K balances, when do you take and how much, how to explore creative ways to coordinate different retirement accounts and understanding and master minimizing taxes and RMD planning.
October 13, 2021
6:00p - 7:00p
Webinar
You're invited to a Webinar on Identify Theft and Cybercrime Prevention
Join us and welcome retired FBI Agent Jeff Lanza who will be discussing how to protect your identity from Hackers, tricks to watch out for, and how to protect your computer from a cyber attack.
September 9, 2021
5:30p - 9:30p
Joseph L. Bruno Stadium
Tri-City Valley Cats Game
Come join us for a night of good fun, conversation, food and watching the Valley cats get a win on September 9th. Please RSVP on Tony's page. We will need a final headcount by Sept 1st. Cant wait!!
September 8, 2021
6:00p - 7:00p
Webinar
Aging with Confidence: Understanding Medicare
What baby boomers need to know, What Medicare is and whos eligible, your coverage options, which plan is right for you and how your advisor can address your personal needs.
July 14, 2021
6:00p - 7:00p
Webinar
Understanding Social Security for Boomers
We will be discussing will Social Security be enough, how much can you expect to receive, when should you apply and how to maximize your benefits.
June 23, 2021
6:00p - 7:00p
Webinar
New Date!! You're invited to a Webinar on Estate and Long-Term Care Planning: 2021 Essentials
Aaron Connor, Esq. will be discussing managing your Long-Term Care needs in the middle of a Pandemic. Focusing on the "Core Four", 2020-2021 updates, paying for policies, Estate Planning tools and putting a plan into action.
June 3, 2021
6:00p - 7:00p
Webinar
You're Invited to a Webinar on a Quick Guide to Medicare
Please join us for a webinar on navigating the Medicare World with Guest Speaker Candy Marrero from Worksite Benefits. She will be discussing the decisions that need to be made when it comes to choosing to stay on your employers plan or getting your own Medicare Plan, Medicare Advantage vs. Medicare Supplement and choosing the right plan for you.
May 12, 2021
6:00p - 7:00p
Webinar
You're Invited to a Webinar on Aging with Confidence with Michael Soulis
Join us for a webinar where Michael Soulis from Mass Mutual will speak on how to protect your income and assets by properly understanding care decisions. He will discuss planning for those long-term care issues, in depth look at retirement needs of Americans, and how your advisor will help address your needs.
April 30, 2021
4:00p - 7:00p
Cetera Investors Parking lot
Cetera Investors is doing a Food Drive for the Schenectady City Mission Group, Come by and Donate!
Please come help us donate goods to the Schenectady City Mission Group. We are looking for dried goods, canned items, feminine hygiene products, paper goods, cereals, pastas, juices, etc. As a token of our appreciation we will be giving out treats from The Candy Cottage. Thank you again for helping us give back to our community.
March 31, 2021
6:00p - 7:00p
Webinar
Estate and Long-Term Care Planning: 2021 Essentials with Aaron Connor, Esq
Managing your long-term care needs in the middle of a pandemic and putting a plan into action
March 10, 2021
6:00p - 7:00p
Webinar
Webinar on How Tax Planning Changes Through the Four Stages of Retirement
Different tax implications of retirement vehicles and how they each play a potential role in someone's retirement
January 13, 2021
6:00p - 7:00p
Webinar
2021 Market Outlook Webinar
What you need to know to prepare for 2021
November 10, 2020
6:00p - 7:00p
Webinar
What you need to know about Long-Term Care and Senior Living
Long term care and making a difference in the life of those you love
October 20, 2020
6:00p - 7:00p
Webinar
Savvy Social Security Planning
What baby boomers need to know to help maximize retirement income
September 23, 2020
6:00p - 7:00p
Webinar
Investing in an Election Year Webinar
Does an election year matter for investing and how to navigate these times.
August 13, 2020
6:00p - 7:00p
Webinar
Savvy Income Planning
Educational seminar on making informed decisions about your retirement income
August 12, 2020
6:00p - 7:00p
Webinar
Savvy Social Security and Long-Term Care Planning
Planning for Social Security and Long-Term Care Planning
August 12, 2020
12:00p - 1:00p
Webinar
Savvy Social Security and Long-Term Care Planning
Planning for Social Security and Long-Term Care
July 23, 2020
6:00p - 7:00p
Webinar
Savvy Retirement and Estate Planing
Coordinating your financial plans with your estate and long term care concerns. Incorporating a financial plan that includes planning for the COVID-19 era.
July 23, 2020
12:00p - 1:00p
Webinar
Savvy Retirement and Estate Planing
Coordinating your financial plans with your estate and long term care concerns. Incorporating a financial plan that includes planning for the COVID-19 era.
June 17, 2020
4:00p - 4:45p
Webinar
What to do with your Employer Sponsored Retirement Plans
What to do with your Employer Sponsored Retirement Plans
June 10, 2020
6:00p - 7:00p
Webinar
Savvy IRA Planning for Boomers
Savvy IRA Planning for Boomers
May 27, 2020
6:00p - 6:45p
Webinar
Savvy Social Security for Boomers
Savvy Social Security Planning for Boomers
May 14, 2020
6:00p - 6:45p
Webinar
Savvy Social Security Planning for Boomers
Social Security Planning for Boomers
May 13, 2020
6:00p - 6:45p
Webinar
Incorporating long term care and other Healthcare costs into your retirement plan(Register again)
Long Term Care Risks and trends
April 23, 2020
6:00p - 6:45p
Webinar
Managing Through the Coronavirus Crisis and Key Points of the CARES Act
Details on the CARES Act and the Coronavirus
March 31, 2020
4:00p - 5:00p
Webinar
Market Update & Weathering Stormy Seas, 4pm Webinar
Webinar on market updates.
March 31, 2020
10:00a - 11:00a
Webinar
Market Update & Weathering Stormy Seas, 10:00am Webinar
Webinar on market updates.