Events

Identity Theft Seminar

This event will be a great opportunity to enjoy dinner while learning more about identity theft, the risks involved, and steps they can take to protect themselves.

Shredding Event

Please stop by our office for a free, secure disposal Spring Cleaning Shred Event.

Client Appreciation Hockey Night!

Join us for a fun night out to cheer on the Adirondack Thunder hockey team!

Estate Planning Dinner & Discussion-2nd evening!

Join us for an estate planning discussion with

Estate Planning Dinner & Discussion

Join us for an estate planning discussion with

Food Drive To Benefit The Regional Food Bank of NE NY

Please join us in gathering non-perishables to donate to the Regional Food Bank of New York! We will have drinks and some food out for all who bring a bag to donate!

2026 Market Outlook Webinar

Join us for our annual Market outlook webinar!

Dinner Toy Drive Event & Brief Market Update (By Invite Only Event).

Bring some new unwrapped toys to help donate to the annual toy drive to benefit Toys for Tots & come have a great evening with us at The Queensbury Hotel!

Brunch For The Generations

Bring those important individuals in your life & join us for a brunch to cover legal, health, & financial well being topics associated with planning ahead for your loved ones

Medicare Seminar

Got questions about Medicare? We've got answers!! Come join us for a Medicare luncheon in our office.

The One Big Beautiful Bill Act: What The New Tax Bill Means For You Webinar

Join us as we discuss some major changes included in the recent tax bill.

Client With Guest Brewery Event & A Brief Market Update

Come join us for food, drinks, & fun! Also hear a brief market update from one of our sponsors! Bring a new guest(s) to meet the team while having a fun night out!

Cetera Client Night Out At Joe Bruno Stadium

Come join our office & enjoy a night out at the Tri City Valley Cats baseball game with dinner & a firework show after the game!

Mid Year Market Update Webinar

Join us as we cover the outlook for the balance of the year

Annual Charity BBQ Bash Event @ 43 British American Blvd

Open House At Our New Office!

Join us to celebrate our new & upgraded office!

Estate Planning 101: Action Steps for All Ages

Join us as we discuss understanding the basics of estate planning, protecting your loved ones & your assets, get answers to your questions from experts!

Client Appreciation Hockey Night!

Join us for a fun night out to cheer on the Adirondack Thunder hockey team!

Food Drive To Benefit The Regional Food Bank of NE NY

Please join us in gathering non-perishables to donate to the Regional Food Bank of New York! We will have drinks and some food out for all who bring a bag to donate!

From Vision to Legacy: Ensuring Business Continuity & Value

Business owners, come join us for breakfast & learn how to secure the future of your business with a business continuity & value discussion!

2025 Market Outlook Webinar

Join us for our annual Market outlook webinar featuring Cetera's Chief Investment Officer, Gene Goldman!

Toy Drive Dinner & Brief Market Update (By Invite Only)

Grab some new unwrapped toys to help donate to the annual toy drive to benefit Toys for Tots & come have a great evening with us at The Queensbury Hotel!

Post Election Market Update Webinar

Please join us for this special webinar update on markets in relation to the recent election.

Brunch For The Generations

Bring those important individuals in your life & join us for a brunch to cover legal, health, & financial well being topics associated with planning ahead for your loved ones!

Medicare Lunch Seminar- In Our Latham Office!

Join us for lunch and a basics of Medicare seminar!

Medicare Basics Dinner Seminar

Please join us for a dinner seminar with special guest speaker Stephen Porto (a specialist in the Medicare field) & come learn some important basics about Medicare planning.

Cyber Security & Identity Theft Webinar

Join us for a special webinar with a guest speaker who is a retired FBI special agent discusses how to safe from identity theft & cybercrime!

Rebranding Launch Party Event! (By invite only event due to venue capacity)

Join us as we celebrate the launch of our new team name & logo (oh and also the exciting fact that Lorissa is newly married!) while enjoying the unique venue Common Roots Brewery has to offer and hearing a brief market update from one of our sponsors! Come join the fun, have a drink, play a round of cornhole, or relax by the firepit and make a s'more.

Client Appreciation Lunch Cruise

**Seats are full currently but reach out to Dana to be added to waitlist if we are able to get additional tickets!** Don't Miss The Boat!!! Our entire office is coming together to host a Client Appreciation Luncheon Cruise as a way to say THANK YOU to our clients! Join us for an afternoon of food, drinks, and amazing views as we cruise Lake George on the Lac du Saint Sacrament!

Charity BBQ Bash @ 43 British American Blvd

Please Join Us For Our 2nd annual BBQ Charity Bash At British American Blvd! All proceeds to benefit the Operation at Ease & Hi-5 Sports charities.

Volunteer Opportunity At Camp Scully!

Please consider joining us as we volunteer to help clean up a local children's camp and prepare it for the upcoming summer!

Client Appreciation Hockey Night

Join us for a fun night out to cheer on the Adirondack Thunder hockey team!

Long Term Care Seminar

Please join us for this special Long-Term Care event!

Food Drive To Benefit The Regional Food Bank of NE NY

Please join us in gathering non-perishables to donate to the Regional Food Bank of New York! We will be giving drinks and snacks for all who bring a bag to donate!

Adviceworks Client Portal Webinar

Please join as we cover some key features and benefits of using our Client Portal!

2024 Market Outlook

Please Join Us For A Web Conference As We Discuss: Stock & bond market outlook for 2024, Current views on interest rates for the upcoming year, How global economic conditions could effect your investments

Holiday Dinner Event (By Invite Only)

Please keep an eye out for your invitation- due to the venue, we have to limit the number of people this year but hope to see you there! RSVP as soon as possible to reserve your spot!

20 Minute Tuesdays Webinar: Roth IRA's

Join us as we discuss some updates & changes to Roth IRA's!

Please Join Us: Food Drive To Benefit The Regional Food Bank of NE NY

Please join us to help collect much needed items for our local food bank, in honor of Hunger Action Month!

September Market Update with American Funds

Do not miss this unique 20 minute webinar where our premier global partner, American Funds will be reviewing the current market conditions including 2023 YTD returns.

Client with Guest Brewery Event [By Invitation Only]

Last year we did a winery, this year we are trying a brewery! Check your e-mail for an exclusive invite to this invite only event for clients & their new guests to attend! Seating is limited so RSVP as soon as possible! Come join us for an evening of drinks, food, and fun. Looking forward to seeing you at our special event!

20 Minute Webinar: Do's & Don'ts of Life Insurance

Please join us for this month's brief 20 minute webinar on the do's and don'ts of life insurance.

Charity BBQ Bash @ 43 British American Blvd

Please Join Us For Our BBQ Charity Bash At British American Blvd! All proceeds to benefit the Alzheimer's Association & Jack's Place.

Client With Guest Golf Event

Create your own foursome & come join us for a fun day on the golf course!

20 Minute Webinar: May Market Update With Goldman Sachs

Join us for a brief 20 minute webinar on the current state of the market as we near mid-year.

Join Us For Our 2nd Annual Shredding Day!

20 Minute Webinar: Required Minimum Distributions

Please join us for this month's 20 minute Tuesday Webinar as we discuss Required Minimum Distributions!

Client Appreciation: Virtual Tour of Venice, Italy

As a way to show our appreciation, we've organized a 1 hour LIVE virtual tour through Venice, Italy. Please register today to reserve your spot and join us for this special event!

Food Drive to Benefit The Regional Food Bank of NE NY (Glens Falls Area)

Please join us in gathering non-perishables to donate to the Regional Food Bank of New York! We will also have coffee/tea/hot chocolate and some desserts for all who donate.

Please Join Us: 2023 Market Outlook Webinar

Join us for a zoom webinar to discuss the market outlook for the upcoming year.

Webinar: Estate Planning Basics; Top Ten Estate & Financial Planning Ideas

Join us as we discuss Top Ten Estate Planning & Financial Planning Ideas

Holiday Dinner Event (By Invite Only)

Please join us for an appreciation dinner and a toy drive to benefit Toys for Tots! Keep an eye out for your invitation

Office Toy Drive to Benefit Toys For Tots

Please join our office in collecting new unwrapped toys for Toys for Tots!

Recession Guide & Action Items

Join us as we go into more detail on recessions. The causes, frequencies, durations, & more perspective on how a recession affects your money.

Savvy Generational Planning Webinar

Join us as we discuss: Planning For Incapacity, Steps To Take Now So Your Family Keeps The Most Money, Ensuring Smooth Asset Transfer To Next Generation, Planning For Your Loved Ones & Causes You Care About, How Your Planning & Decisions Will Affect Your Kids/ Heirs, Creating Your Family Legacy, and Monitoring & Updating Your Strategy

Understanding Social Security: What Baby Boomers Need To Know- Webinar

Please join us as we discuss some key strategies and topics related to Social Security.

Medical Supply Drive For Ukraine

Please join us as we collect much needed medical supplies and monetary donations to send to Ukraine.

Cetera Paper Shredding Day!

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join me for our Paper Shredding Day! Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!

20 Minute Market Webinar

20 Minute webinar to cover what you need to know about inflation, Ukraine/Russia market impacts, & the current market conditions.

Webinar: Tax Efficient Planning

Join us as we discuss how tax planning changes through four stages of retirement.

Food Drive to Benefit The Regional Food Bank of NE NY- (Glens Falls Area)

Food Drive to Benefit The Regional Food Bank of NE NY- (Latham Area)

Please join us in collecting much needed items- this is an additional opportunity to donate for those who can't make it to our Glens Falls drop off!

2022 Market Outlook Webinar

Please join us as Cetera Financial Group's Chief Investment Officer, Gene Goldman discusses his view on what to expect from the market in the year ahead.

Webinar: Adviceworks Client Portal- Features & Benefits

Join us as we discuss some of the features & benefits of our client portal via Adviceworks!

Office Toy Drive to benefit Toys For Tots

Toy Drive to benefit Toys For Tots

Please help us collect & donate toys for the Toys for Tots campaign. As a thank you, we'll give you a dessert box from Longfellows!

IRA Planning Webinar

Join us as we discuss: • How to determine a withdrawal strategy for your IRA/401k balance • When do I need to take withdrawals, and how much do I have to take? • How to explore creative ways to coordinate different retirement accounts. • What type of IRA is right for me? Roth or Traditional? • How to understand and master minimizing taxes and RMD planning

Webinar: Identity Theft & Cybercrime Prevention

Join us as we discuss how to protect yourself from hackers as well as some tips on how to protect yourself & your computer! Special guest speaker Jeff Lanza, retired FBI Agent!

Webinar: Understanding Medicare

Join us as we discuss: - What is Medicare and who is eligible - Your coverage options and how to enroll - How Medicare coincides with private insurance - Which plans could be right for you - How your advisor will help you address your needs

Understanding Social Security Webinar

Join us as we discuss: • Will Social Security be there for me? • How much can I expect to receive? • When should I apply for Social Security? • How can I maximize my benefits? • Will Social Security be enough to live on in retirement?

Webinar: Aging With Confidence

Please join us to discuss how long term care fits into retirement!

Food Drive to Benefit The Schenectady City Mission Group

Please join our office in collecting non-perishable items to donate to the Schenectady City Mission to assist families in need. Drive through- drop off and receive a gift from us as a thank you for your donation!

Women & Investing Webinar

Understanding why women's investment needs are different & why it matters.

How Tax Planning Changes Through the Four Stages of Retirement Webinar

Food Drive to Benefit The Regional Food Bank of NE NY

Webinar: 2021 Market Outlook

Holiday Toy Drive Drop Off Event!

Please join us in gathering new unwrapped toys to benefit Toys for Tots! We will be giving Longfellows dessert boxes out in return for donated toys!

RMHC of Capital Region Drive Thru BBQ Fundraiser

Since we are not able to hold another gala dinner we were hoping to this fall, we are hosting a drive thru BBQ fundraiser to benefit the Ronald McDonald House Charities of the Capital Region. We will also have raffle prizes and a table set up to drop off wish list items

Webinar: Savvy Social Security Planning: What baby boomers need to know to help maximize retirement income

What baby boomers need to know to help maximize retirement income

Webinar: Investing In An Election year

Webinar held through zoom.

Webinar: Savvy Social Security & Long-Term Care Planning

Webinar: Savvy Social Security & Long-Term Care Planning

Savvy Retirement & Estate Planning Webinar

Savvy Retirement & Estate Planning Webinar

Webinar: Should My Money Stay or Go?

Did you leave your money at an old employer? Or because of the COVID-19 pandemic . . . Have you been forced to retire? Been laid off or let go? Or even changed jobs? Join us as we talk about the 6 possible options, so that you can make the best decision for you and your family

Webinar: Incorporating Long Term Care And Other Healthcare Costs Into Your Retirement Plan

Topics we will cover: Long-Term Care Risk, Some Trends and Concepts, What LTC Planning Can Do, and How Can You Prepare

Managing Through Coronavirus & Key Points On The CARES Act Webinar

Weathering Stormy Investment Seas & Market Update Webinar 4:00PM

*Afternoon Session*

Weathering Stormy Investment Seas & Market Update Webinar

Morning session

Health Care in Retirement Seminar

Happy Hour Trivia Night

New Year, New Firm, New Capabilities

This workshop gives you the opportunity to learn about our New Firm and the capabilities that have come along with the change. We are excited to share this information with you and hope you are able to join!