Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 20, 2022
3:00p - 4:00p
Zoom Webinar Meeting
Social Security: What Every Woman Needs To Know
Whether you are single, married, divorced, or widowed, your social security choice is essential to consider for your financial future. Join us for a webinar on April 20 from 3-4pm to discuss when women need to know about social security.
April 14, 2022
3:00a - 4:00p
Zoom Webinar Meeting
How To Protect Your Significant Other With Your Social Security
Join us for a webinar on April 14 as we discuss Social Security strategies for married couples, and what couples need to consider when electing to start their social security.
March 24, 2022
3:00p - 4:00p
Zoom Webinar Meeting
Common Retirement Tax Misconceptions and Strategies to Fix Them
Join us on Thursday, March 24th from 3-4pm as we cover an area that everyone thinking about, nearing, or currently enjoying, retirement should pay attention to: taxes.
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 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.