Our Events
September 2025
Join Us for a Free Educational Workshop: Avoiding Estate Planning Pitfalls
This special event features two engaging learning segments:
Estate Planning Essentials – Protect What You’ve Built
This session breaks down the most common—and most costly—estate planning mistakes. Learn how to structure wills and trusts, align beneficiary designations, minimize tax traps, and protect heirs with clear, conflict-reducing strategies.
Open Financial Forum – Ask Anything
Hosted by James Honaker, CFP®, this interactive Q&A gives you a welcoming space to ask real-world questions about legacy planning, wealth transfer, and risk management.
Whether you’re refining an existing plan or starting fresh, you’ll leave with math-based, actionable strategies to safeguard your legacy with clarity and confidence. Limited seating—register now.
- Tuesday, September 16, 2025
- 6 PM - 8 PM
- 6631 Main St, STE 1, Buffalo, NY 14221
June 2025
Join Us for a Free Educational Event on 401(k) Investing and Financial Planning!
This special event features two educational breakout sessions:
401(k) Investing – Maximize Your Match
Led by retirement planning expert Robert Muldoon, this session will help you understand how to get the most out of your 401(k), avoid common mistakes, and plan confidently for the future.
Open Financial Forum – Ask Anything
Hosted by James Honaker CFP®, this is your chance to ask any financial questions in an open, welcoming environment.
Whether you’re just getting started with retirement planning or looking to sharpen your financial knowledge, this event is designed to empower you with math-based financial planning strategies that deliver clarity and confidence.
- Tuesday, June 17, 2025
- 6 PM - 8 PM
- 6631 Main St, STE 1, Buffalo, NY 14221