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Upcoming Events

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

Past Events

September 20, 2022

3:00p - 4:00p

Zoom Webinar Meeting

Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages

When it comes to planning a safe and secure retirement, long-term care remains a confusing and unaddressed challenge to many people's financial security. Save the Date for a Marshall & Sterling Webinar! Getting Long term Care Planning Right: New Approaches for People at All Stages.

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.

Event Registration

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