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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 18, 2021

12:00p - 1:00p

Zoom Webinar Meeting

Social Security: What Every Woman Needs to Know

This seminar is perfect for women and for men who have women they care about in their lives (wives, sisters, mothers). It features essential information all women need to have if they are concerned about financial security in retirement.

October 20, 2021

12:00p - 12:45p

Zoom Webinar Meeting

2021 Last-Chance Financial Planning Webinar

Join us for this 45-minute webinar, discussing key, time-sensitive planning strategies to consider before the year is over. 

March 11, 2021

4:00p - 5:00p

Zoom Webinar Meeting

Social Security: What Every Woman Needs to Know

This seminar is perfect for women and for men who have women they care about in their lives (wives, sisters, mothers). It features essential information all women need to have if they are concerned about financial security in retirement.

March 4, 2021

4:00p - 5:00p

Zoom Webinar Meeting

How to Protect Your Significant Other with your Social Security

This workshop is primarily for married couples as it discusses Social Security benefits available to spouses.

March 5, 2020

8:00a - 12:30p

Hearst Media Center

2020 Women & Wealth Summit

The Capital Region Women & Wealth Summit is a half-day event centered around celebrating, educating, and empowering women to develop a deeper understanding of their own finances and focus on the creation and impact of building wealth.

Event Registration


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