New York Life is dedicated to serving professional advisors
Bring your career to life
Upcoming Events
You're cordially invited to attend an
educational & informational workshop.
We provide educational workshops for our clients and prospective clients on various topics related to personal financial planning. Our workshops are purely educational in nature and held at a variety of venues in the Finger Lakes Region. Below, please see a description of our most popular workshops—this list is not inclusive of all that we offer and is always evolving based on the needs of our clientele.
If you'd like to be notified about any upcoming events, please fill out the form below.
Current Events
Teacher Appreciation Workshop
Date: Thursday, August 25th Time: 4:30pm – 6:00pm Location: Radisson Hotel, 125 Denison Pkwy E, Corning, NY 1430
Back to school stressors...are your finances one of them? It’s almost time for back to school! Teachers, please join us for an educational and informational presentation as a way to say thank you for all you do! Suitable for ALL members, whether you are close to retirement or just starting your career.
Past Events
The 2019 SECURE Act: Setting Every Community Up for Retirement Enhancement
Date: October 20, 2020 Time: 6:00-8:00 p.m. Place: Virtual Workshop
This virtual workshop will cover the newly-enacted SECURE Act and strategies to protect retirement savings from taxation. You’ll learn how the SECURE Act changes your planning strategies as it relates to putting money into employer plans and IRAs? Protect your retirement funds now to avoid the heavy tax hit later. Attend this training session to learn more! The key points are:
- Eliminating Stretch IRA
- Changes to Required Minimum Distributions
- Impact on your legacy
The Setting Every Community Up for Retirement Enhancement (SECURE) Act became a law as of Jan. 1, 2020. The new legislation brings changes for long-term retirement savings and affects Americans at every age. The bill itself is the product of a bipartisan effort to make retirement savings more accessible for less-advantaged people.
Retirement Investment Strategies
201820172016
You’ve worked hard and saved diligently throughout your career. Now you deserve to relax and enjoy the fruits of your labor. But are you concerned that your retirement savings may not be able to sustain the retirement lifestyle you’ve always dreamed of? This educational workshop focuses on sound strategies that may help you potentially improve your financial situation.
Perfect for ALL members, whether you are close to retirement or just starting your career; whether you have been investing for years or are just starting out. We will help you understand your retirement taking into account your tier, Social Security benefits, inflation rates, pension contributions and anticipated salary increases. Learn why you shouldn’t come to retirement and only have a TSA/403(b) — there are various investment vehicles available to you to achieve your retirement objectives.
In the event that something unfortunate happened to you, and you were no longer able to act on your behalf, would your loved ones know where all your important financial, legal, and health documents are located? LifeFolio is a simple, straightforward filing system to help you identify and organize your important financial and personal documents. We teach you what you need to do, before it happens, so there is one less thing to worry about.
One of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security as soon as they become eligible at age 62. By doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime. Whether you are single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
Out of uncertainty can come opportunity. Even during times of volatility, you can more comfortably ride out a financial storm if you have a sound financial strategy—if you’re prepared.
Back to school stressors...are your finances one of them? It’s almost time for back to school! Teachers, please join us for an educational and informational presentation as a way to say thank you for all you do! Suitable for ALL members, whether you are close to retirement or just starting your career.
H&H Financial Group and Wallin Insurance have teamed up to help you learn about: overview of a well-rounded homeowners, auto and umbrella policies, key factors when developing a sound financial strategy, and legacy planning.
In this workshop, you will learn strategies to manage the chaos of life and enjoy these techniques. You will learn the very best practices for fat loss and maintaining a healthy lifestyle. In addition to gaining the knowledge to make the most of your money now and into the future.
These are educational and informational insurance sales seminars offered by H&H Financial Group at no cost. Neither H&H Financial Group, its staff nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. H&H Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. All investing involves risk, including the possible loss of principal. There can be no guarantee that any investing approach will be successful. Mututal funds and exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Kyle Herrington, Manda Lewis, Luke Herrington, Colton Herrington, Scott Hurlbut, Michael Strong, & Rordan Hart are Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency & are Financial Advisors offering Investment Advisory Services through Eagle Strategies LLC, A Registered Investment Advisor. Eagle Strategies LLC & NYLIFE Securities are New York Life Companies.
1The outside speakers and their firms, employees and etc affiliated with are independent of and not affiliated nor endorsed by NYLIFE Securities LLC or any affiliates. The speaker(s) appearing at this seminar are solely responsible for the content of their presentations which may not necessarily represent the views and opinions of NYLIFE Securities or its affiliates.
Event Dates
February 28th, 2018
Event Dates
November 28th, 2017
April 19th, 2017
March 29th, 2017 | 4:00
March 28th, 2017 | 11:00a
March 28th, 2017 | 4:00p
Event Dates
December 7th, 2016
July 14th, 2016 | 6:30p
July 12th, 2016
May 3rd, 2016 | 6:30p
March 10th, 2016
Event Dates
February 25th, 2020
Event Dates
August 30th, 2018
May 1st, 2018
April 10th, 2018
April 9th, 2018
January 25th, 2018
Event Dates
December 4th, 2017
November 6th, 2017
October 26th, 2017
October 12th, 2017 | 3:10-4:00p
April 6th, 2017
March 27th, 2017
March 14th, 2017 | 11:00a
March 14th, 2017 | 4:00p
March 10th, 2017
March 9th, 2017 | 3:15p
January 9th, 2017
Event Dates
May 12th, 2016
April 12th, 2016
February 4th, 2016
Event Dates
September 30th, 2015
Event Dates
August 16th, 2018
May 3rd, 2018
Event Dates
July 11th, 2017 | 6:15p
April 4th, 2017 | 6:15p
Event Dates
August 30th, 2016
August 9th, 2016 | 6:30p
May 24th, 2016 | 6:30p
Event Dates
May 26th, 2015
December 1st, 2015
Event Dates
July 31st, 2018
March 1st, 2018
Event Dates
June 27th, 2017
May 10th, 2017
April 25th, 2017
April 19th, 2017 | 11:00a
April 19th, 2017 | 4:00p
Event Dates
September 13th, 2016 | 6:30p
July 27th, 2016
April 21st, 2016
April 12th, 2016 | 6:30p
May 3rd, 2016 | 6:30p
Event Dates
October 20th, 2015
June 17th, 2015
April 21st, 2015
Event Dates
June 7th, 2016
March 24th, 2016 | 6:30p
Event Dates
October 15th, 2018 | 6:00-8:00p
September 13th, 2018
August 8th, 2018 |6:00-8:00p
August 2nd, 2018
Event Dates
August 13th, 2019 | 12:45-2:45p
Event Dates
August 21st, 2018 | 1:15-3:15p
Event Dates
August 15th, 2017 | 1:15-3:15p
Event Dates
August 23rd, 2016 | 1:00p
Event Dates
May 3rd, 2018 | 6:15-7:45p
Event Dates
January 9th, 2018 | 5:45-7:45p
Event Dates
August 3rd, 2017 | 5:45-7:45p
H&H Financial Group | Painted Post and Trumansburg, NY
H&H Financial Group
Contact Us
HORSEHEADS OFFICE: 221 Prospect Hill Rd. Horseheads, NY 14845 PHONE: (607) 739-3702 FAX: (607) 739-6978
TRUMANSBURG OFFICE: 5 Washington St. Trumansburg, NY 14886 PHONE: (607) 387-5544 FAX: (607) 387-6277
