Planning With Purpose:
Taking Control of Your Wealth in Uncertain Times
In today’s market and economic climate, sound financial planning isn’t just wise—it’s essential. Join us for an empowering seminar that will give you the tools, insights, and confidence to navigate volatility and build a resilient financial future through investing and estate planning strategies.
This session is designed for individuals with $1,000,000 or more in investable assets who want to move beyond short-term fixes and take meaningful, strategic control of their wealth. You’ll learn how to align your financial decisions with your values and long-term goals, while staying agile in the face of economic shifts, market instability, and changing tax landscapes.
Presenters:
Ryan Bouchey, CFP®, CPA
Chief Investment Officer of Bouchey Financial Group
Michael Ginsberg, Esq.
President and Managing Partner of Pattison, Sampson, Ginsberg & Griffin, PLLC
Where: Franklin Plaza / Grand & Fourth Streets, Troy, NY (3rd Floor)
Date: Wednesday, June 4, 2025
Time: Doors Open at 5:30p - Program begins at 5:45p with networking and refreshments to follow
OPEN BAR / LIGHT FARE WILL BE PROVIDED / FREE TO ATTEND
Sign up for the seminar below!