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2010 Free Workshop Series
Registration is required
Tuesday, February 2 |
Roth Conversion |
Tuesday, February 9 |
Free Financial Clinic – bring your statements and we will teach you how to read them |
Tuesday, February 16 |
Financial Planning after the crash |
Tuesday, February 23 |
OK Ladies – Time to get real about financial planning.
If not me...who? If not now...when? |
Tuesday, March 2 |
Roth Conversion |
Tuesday, March 9
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Free Financial Clinic – bring your statements and we will teach you how to read them |
Tuesday, March 16 |
ABC’s of Money / College Planning |
Tuesday, March 23 |
Variable Annuities – Should they be part of your portfolio? |
Tuesday, March 30 |
OK Ladies – Time to get real about financial planning. If not me...who? If not now...when? |
Tuesday, April 6 |
Roth Conversion |
Thursday, April 8 |
WISE Conference |
Tuesday, April 13 |
Social Security – guest speaker |
Tuesday, April 20 |
Long Term Care |
Tuesday, April 27 |
Free Financial Clinic – bring your statements and we will teach you how to read them |
Tuesday, May 4 |
Roth Conversion |
Tuesday, May 11 |
Variable Annuities – Today’s annuities with living benefits |
Tuesday, May 18 |
Till Divorce do us part – all about the money |
Tuesday, June 1 |
Roth Conversion |
Tuesday, June 8 |
Trusts - |
Tuesday, June 15 |
Empowering women about money – nice girls can finish rich |
Tuesday, June 22 |
Free Financial Clinic – bring your statements and we will teach you how to read them |
Tuesday, September 14 |
Estate Planning |
Tuesday, September 21 |
OK Ladies – time to get real about financial planning
If not me…who? If not now…when? |
Tuesday, October 19 |
ABC’s of Money / College Planning |
Tuesday, November 2 |
Roth Conversion |
Workshops are held in our conference room at 5:30 PM. Our office is at 5010 Campuswood Drive, East Syracuse – Pioneer Business Park off New Venture Gear Drive. New Venture Gear Drive runs between Route 298 and Fly Road. Please call to make reservations. – 446-5797.
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