Upcoming Events

Our educational events illuminate key trends in Wealth Management, Financial Planning, Insurance Planning and Business Planning.

JUNE 9, 2022

“Leukemia and Lymphoma Society” MWOY Grand Finale
Admiral Room

JUNE 7, 2022

Online Webinar with Matthew Pitrola “Student Loan Planning and Public Student Loan Forgiveness”.

Past Events

JUNE 4, 2022

“Leukemia and Lymphoma Society” Annual Golf Tournament
Crag Burn County Club

MAY 17, 2022

“Retirement Income Planning” Investment Seminar
Salvatore’s Italian Garden

APRIL 2, 2022

“Should I convert my IRA to a Roth IRA?” Lunch and Learn
4990 Transit Road, Depew, NY 14043

MARCH 19, 2022

“Building a Legacy for your Grandchildren” Lunch and Learn
4990 Transit Road, Depew, NY 14043

FEBRUARY 23, 2022

“Selecting the right Business Retirement Plan” Lunch and Learn
4990 Transit Road, Depew, NY 14043

Understanding Our Approach.

We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.