Webinars/Videos

2024 Year End Tax Planning

By Catherine Buck | November 21, 2024

Play Video Click here for our 2024 Year End Tax Planning Checklist   As we approach the end of 2024, our team will be discussing year end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Scott Strohecker, CFP®, EA and Vincenzo Testa, CPA, CFP®, ECA.   Topics include: Maximizing…

Q3 2024 Market and Economic Update

By Catherine Buck | October 23, 2024

Play Video Please join us for our Q3 Market & Economic Update! As the 3rd quarter comes to a close, we’ll look back at what drove year-to-date market performance, economic factors currently in place and how that may impact the stock market during the last quarter of the year. Our discussion will be led by…

Cybersecurity Webinar

By Catherine Buck | September 27, 2024

Play Video Join us for a cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your personal information. In this session, our team members John Millet and David Clarke will share insights, best practices, and the latest trends in digital security. Topics we will cover include: • Overview of Cybersecurity Risks…

Relocating in retirement

Relocating in Retirement: Does It Make Sense to Leave New York?

By Samantha Masey | August 21, 2024

Have you considered relocating from New York State for your retirement? Watch our recent webinar where we explore the key lifestyle and financial factors that could influence this significant decision. Nicole Gobel and Scott Strohecker will also present an income tax case study, comparing New York to other popular retirement destinations. Learn more about: New…

Q2 2024 Market Update

Q2 2024 Market and Economic Update

By Samantha Masey | July 11, 2024

As the second quarter comes to an end, our investment team recaps what we’ve seen year-to-date and what economic factors may have the biggest impact on the markets for the remainder of the year. Topics include: First Half Market Recap Economic Overview Finding Balance in Today’s Market Watch the recording below and download the Q2 2024…

Smart Philanthropy

Smart Philanthropy: A Tale of Three Donors

By Samantha Masey | June 13, 2024

Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual’s charitable inclinations while considering financial needs and optimizing tax benefits. Learn more about: Donor Advised Funds Charitable Remainder Trusts Private Foundations Watch the recording below! Play…

Retire on Your Terms

Retire on Your Terms: Planning for Early Retirement

By Samantha Masey | May 15, 2024

Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored strategies for those pursuing early retirement. Martin Shields, CFP®, AIF® and Samantha Masey, CFP® discuss: What does early retirement look like? When is it a good fit? Strategies to achieve early financial independence. What are…