Upcoming
Events.
Between August and November, our advisors host four gatherings across Saratoga Springs and Troy. Find a date, save your seat, and bring your questions.
See the CalendarThree More Dates
This Fall.
Planning with Purpose
Franklin Plaza, Troy
Our signature planning seminar returns. A clear, plain-spoken look at building a retirement plan that holds up: income, taxes, investments, and the timing that ties them together.
View DetailsSmall Business Owner Seminar
Franklin Plaza, Troy
For owners, the financial and legal decisions tend to arrive together. We team up with Meliora Law Firm to cover succession, entity and estate considerations, and planning a transition on your own terms.
View DetailsPlanning with Purpose
Franklin Plaza, Troy
The fall session of the series, with the same practical focus for anyone approaching or navigating retirement. Missed September? This is the same seminar with fresh timing.
View DetailsWomen and Wealth.
A full day of powerful conversations, practical financial education, and meaningful connection at Universal Preservation Hall, held on Women’s Equality Day. Bouchey Financial Group is proud to serve as Presenting Sponsor, alongside host The SHERO Fund.
The program spans every dimension of wealth, from money and career to wellbeing and legacy, and features our advisors Harmony Wagner, CFP®, CPWA®, and Samantha Masey, CFP®, CEPA, plus special guest Cherie DeVaux, trainer of Kentucky Derby and Belmont Stakes winner Golden Tempo.
Planning with Purpose.
Our signature seminar returns to Franklin Plaza with a practical, plain-spoken walk through the building blocks of a durable retirement plan. We cover income, taxes, investments, and the timing decisions that tie them together, and leave real time for the questions people actually have.
[Confirm presenters, start time, and agenda for this session.]
Small Business Owner Seminar.
For business owners, personal and business finances are rarely separate, and the legal and financial decisions tend to arrive at the same time. This seminar looks at how the two fit together, covering entity and estate considerations, succession, and planning a transition on your own timeline.
Bouchey Financial Group presents this session alongside Meliora Law Firm, pairing wealth planning with the legal perspective owners need, in one room.
[Confirm presenters, start time, and agenda for this session.]
Planning with Purpose.
The fall session of Planning with Purpose covers the same essential ground for anyone approaching or navigating retirement. If you missed the September date, this is the same seminar with fresh timing, and always room for your questions.
[Confirm presenters, start time, and agenda for this session.]
The Advisors Who
Lead Our Seminars.
Upcoming
Events.
Between August and November, our advisors host four gatherings across Saratoga Springs and Troy. Find a date, save your seat, and bring your questions.
See the CalendarThree More Dates
This Fall.
Planning with Purpose
Franklin Plaza, Troy
Our signature planning seminar returns. A clear, plain-spoken look at building a retirement plan that holds up: income, taxes, investments, and the timing that ties them together.
View DetailsSmall Business Owner Seminar
Franklin Plaza, Troy
For owners, the financial and legal decisions tend to arrive together. We team up with Meliora Law Firm to cover succession, entity and estate considerations, and planning a transition on your own terms.
View DetailsPlanning with Purpose
Franklin Plaza, Troy
The fall session of the series, with the same practical focus for anyone approaching or navigating retirement. Missed September? This is the same seminar with fresh timing.
View DetailsWomen and Wealth.
A full day of powerful conversations, practical financial education, and meaningful connection at Universal Preservation Hall, held on Women’s Equality Day. Bouchey Financial Group is proud to serve as Presenting Sponsor, alongside host The SHERO Fund.
The program spans every dimension of wealth, from money and career to wellbeing and legacy, and features our advisors Harmony Wagner, CFP®, CPWA®, and Samantha Masey, CFP®, CEPA, plus special guest Cherie DeVaux, trainer of Kentucky Derby and Belmont Stakes winner Golden Tempo.
Planning with Purpose.
Our signature seminar returns to Franklin Plaza with a practical, plain-spoken walk through the building blocks of a durable retirement plan. We cover income, taxes, investments, and the timing decisions that tie them together, and leave real time for the questions people actually have.
[Confirm presenters, start time, and agenda for this session.]
Small Business Owner Seminar.
For business owners, personal and business finances are rarely separate, and the legal and financial decisions tend to arrive at the same time. This seminar looks at how the two fit together, covering entity and estate considerations, succession, and planning a transition on your own timeline.
Bouchey Financial Group presents this session alongside Meliora Law Firm, pairing wealth planning with the legal perspective owners need, in one room.
[Confirm presenters, start time, and agenda for this session.]
Planning with Purpose.
The fall session of Planning with Purpose covers the same essential ground for anyone approaching or navigating retirement. If you missed the September date, this is the same seminar with fresh timing, and always room for your questions.
[Confirm presenters, start time, and agenda for this session.]
The Advisors Who
Lead Our Seminars.