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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