Financial Partners of Upstate NY

CONNECT

Address:

147 West Gray Street, Suite 211
Elmira, NY 14901

Phone:

607-734-7194

Fax/Other:

607-442-1496

Workshops

 Workshops

Choose one or all of the workshops listed to be presented to your employees or group.  These presentations are educational in nature and do not recommend products or services.  You can view a segment of some of these presentations by clicking on "E-Seminars" on the homepage.   These workshops also use a coordinating workbook so attendees can follow along, make notes and share their thoughts with family or friends.

Topics Include: 

RETIREMENT PLANNING

INVESTMENT PLANNING

FINANCIAL MANAGEMENT

COLLEGE FUNDING

TAX STRATEGIES

ESTATE CONSERVATION

TURBULENT TIMES- INVESTING IN TODAY'S MARKET

EMPLOYMENT TRANSITIONS

RETIREMENT PLAN DISTRIBUTIONS

LONG-TERM CARE INSURANCE

Schedule your workshop by calling John Goldman today!

Seminars listed are subject to availability. Please contact John at JohnGoldman@FinancialGuide.com for a complete current listing of available presentations.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck