Seminar Calendar

We offer free educational seminars on a wide range of topics including Asset Transfer Strategies, Estate Planning, Pension Maximization, and more.

Check back soon for our list of upcoming seminars!

Click here to schedule a complimentary planning appointment with our Certified Long-Term Care Specialist, Sheila Cervera.


For more information or to obtain a free, no-obligation quote please call our team at 518-786-9905 or 888-250-6689 (toll free).