Seminar Calendar

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

Affordable Solutions to Long-Term Care - Albany | Register
February 27, 2018 • 6 p.m. - 7:30 p.m.

Asset Protection Strategies and Estate Planning - Albany | Register
March 14, 2018 • 6 p.m. - 7:30 p.m.


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).