We regularly host events designed to help you make informed, confident financial decisions - whether you're planning for retirement, managing your business, or simply looking to learn more.
Date: August 11, 2025
Time: 5:00 PM
Location: Saratoga Springs Senior Center (290 West Ave.)
Date: August 25, 2025
Time: 5:00 PM
Location: SUNY Adirondack (640 Bay Road | Queensbury, NY 12804)
These seminars and insurance sales presentations are for informational purposes only. Neither New York Life nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting advisors before taking any action.
We're always listening. After every event, we ask attendees to share what they thought so we can keep improving. Here's a sample of what we've heard recently.
"The seminar was very informative."
"This was a great way to ease into learning material I need to know."
"Glad to hear there is a strategy to work with taxes."
"Excellent update on tax and estate planning."
"Great information, so much I was not aware of!"
"Good information and overview of retirement taxation."
"Seminar was great, very informative! Thank you!"
" 'Zero tax basis is the goal,' My favorite quote of the day and the best goal for me. Thank you."
"I need to put a plan together!"
The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.
June 25, 2025 | 10 AM
Location: Online
We host in-person and virtual workshops throughout the year on tax planning, retirement, and more. These are typically two-part events concluding in a complimentary assessment meeting with our advisors. If you'd like to attend an upcoming event, check out our schedule above or get in touch to reserve your spot. Space is often limited - early registration is encouraged!