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Seminars are offered every
week on a variety of topics here at our office in
Pittsford, NY. The following seminars are typical of those
that are offered:
- Lump Sum Retirement
Investment Strategies Using No-Load Mutual
Funds
- Why Leaving Your
Retirement Money in Your 401K Plan Might Be
Your Best Alternative
- Estate Planning
Essentials: Strategies You Need to
Eliminate or
Substantially Reduce Your Estate Taxes
- Protecting Your
Assets from Nursing Home Costs: Long Term Care
Insurance and Medicaid
Planning
- College Funding
Strategies: Taking Advantage of the Latest Tax
ReductionPrograms
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