Educational Workshops
Our Philosophy
Awareness leads to clarity. Education leads to confidence.
Our philosophy is simple: We believe in that informed individuals make better financial decisions. Through a transparent, client-first approach, our workshops are designed to provide clear, objective education on complex financial topics. By empowering individuals with knowledge and practical insight, we help them take greater control of their financial future and make informed decisions with confidence—so they have the opportunity to retire when and how they choose.
May 28th, 2026
Topic: Estate Planning Essientials
Time: 11:00 AM or 6:00 PM
Location: Russell Sage College- Albany Campus
140 New Scotland Avenue, Albany, NY 12208
Kahl Campus Center (Room 224)
June 11th, 2026
Topic: Estate Planning Essientials
Time: 6:00 PM
Location: Guilderland Public Library
2228 Western Avenue
Guilderland, New York 12084
Upcoming Retirement & Financial Education Events
- June 2nd: Guilderland Public Library at 11:00 AM
- June 23rd: Guilderland Public Library at 11:00 AM
- June 30th: Guilderland Public Library at 11:00 AM