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August 8 | 12-12:30 | 10 Planning Tips from 35 Years in Practice | More Info
In just 30 minutes, Lou Pierro will share his top ten planning tips that have helped thousands of clients over the last 35 years.
August 22 | 12-12:30 | Special Needs Planning | More Info
Concerned about a loved one’s future personal needs and financial security? In 30 minutes, get updates and strategies to learn planning options for individuals with a disability.
July 19 at 5:30 p.m. | Latham, NY | Third Thursday: Smart Social Security and LTC Planning | More Info
Avoid costly retirement mistakes by learning how to maximize social security benefits, preserve assets and pay for long-term care.
July 24 at 10 a.m. | Colonie, NY | Trust Administration Workshop | More Info
Learn how to make Trust planning work once the Trust is up and running.
August 16 at 5:30 p.m. | Latham, NY | NYS Medicaid Home Care Advantage | More Info
Find out how New York’s seniors can age at home for life with independence, by using some of the Empire State’s little-known, generous Medicaid policies.
Postponed until September | Saratoga, NY | Estate Planning Strategies | More Info
PCA and The Niles and Carl Group of Janney Montgomery Scott will share strategies to help you maximize wealth and protect the next generation.