Upcoming Events

We offer helpful seminars and other events to assist with your financial and insurances needs.

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716-768-8222

Financial Seminars

 

ESTATE PLANNING

September 18, 2019

6:15PM – The Financial Guys

Wealth Management Attorney, Tom Cannavo, discusses the 4 Corners of an Estate Plan: Will, HealthCare Proxy, Power of Attorney and Living Will.

FINANCIAL PRESERVATION

September 19, 2019

1:00PM – Kenmore Branch Library

Did you know…
that there are laws which may allow you to avoid costly out of pocket expenses for taxes,  probate and nursing home care?

Well, you should know!  We will make sure that you do. Take advantage of this no cost, no obligation opportunity to obtain this crucial information.

In this seminar you will learn..

• How to protect your assets from nursing home expenses.
• What is exempt from nursing home attachment.
• The pros & cons of a Revocable Living Trust.
• The new IRA rules that could affect what your heirs could receive.
• How to possibly increase spendable income & avoid probate.

FINANCIAL PRESERVATION & Medicare Information

October 10, 2019

1:00PM – Amherst Center for Senior Services

Did you know…
that there are laws which may allow you to avoid costly out of pocket expenses for taxes,  probate and nursing home care?

Well, you should know!  We will make sure that you do. Take advantage of this no cost, no obligation opportunity to obtain this crucial information.

In this seminar you will learn..

• How to protect your assets from nursing home expenses.
• What is exempt from nursing home attachment.
• The pros & cons of a Revocable Living Trust.
• The new IRA rules that could affect what your heirs could receive.
• How to possibly increase spendable income & avoid probate.

Economic & Markets Update

October 23, 2019

6:15PM – Buffalo/Niagara Marriott

The Financial Guys are joined by guest speaker, recognized Chartered Financial Analyst and CNBC featured commentator, Paul Meeks, for the Economic & Markets Update hosted at the Buffalo/Niagara Marriott off Millers Port Hwy in Amherst.

Social Security Optimization

November 6, 2019

6:15PM – The Financial Guys

Join Michael Hoeflich & Ron Reinstein, Certified Social Security Claiming Strategists as they discuss the many considerations of claiming your social security benefit. Make sure you are fully informed when making your claim for your retirement income.

RMD MAXIMIZATION

December 4, 2019

6:15PM – The Financial Guys

Charles Sperrazza discusses options regarding RMD Maximization and how to plan for this income. 

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Michael offers advisory services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Blackridge Asset Management, LLC and Queen City Financial Group are separate and independent entities from Peak Brokerage Services, LLC.

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