Upcoming Events

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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

Retirement Planning for Educators

Date: February 25th
Time: 3:45-5:15pm
Place: Cohen Elementary, Media Room (room #214)
100 Robinwood Ave. Elmira Heights, NY 14903
RSVP by February 19th

 

Open to all TRS & LRS members

Register Now

 

Past Events

Retirement Investment Strategies

2018 2017 2016

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.

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Retirement Planning for Educators

2018 2017 2016 2015

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.

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LifeFolio

2018 2017 2016 2015

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.

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Making the Most of Social Security

2018 2017 2016 2015

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.

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Surviving Market Swings

2016

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.

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How will you be affected by the 2018 Tax Cuts and Jobs Act?

2018

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Teacher Appreciation Workshop

20192018 2017 2016

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.

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Help Ensure Your Present and Future1

2018

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.

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New Year, New You!

2018

What you need to know to start your New Year’s resolutions off right.

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Mind, Muscles and Money1

2017

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.

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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

  • 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