Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
December 6, 2024
12:00p - 4:00p
Cetera Investors
Toys for Tots - Holiday Toy Drive
Join us for our 5th Annual Toys for Tots Drive on Friday, December 6, from 12 p.m. to 4 p.m.
May 16, 2023
12:00p - 12:45p
Webinar - Access link will be provided upon registration
April 19, 2023
9:00a - 5:00p
Latham Office
March 21, 2023
12:00p - 12:30p
Zoom - Link provided upon registration
20 Minute Webinar on RMD's - What's new with the Secure Act 2.0?
David Roche, Vice President of our Albany Branch will discuss how much your RMD is, and when you need to take it. David will also cover important changes that come with the Secure Act 2.0... - How these changes impact your RMD's - Rules for inherited IRAs - The potential pitfalls of RMD planning, and how to plan ahead. If you would like to attend, please click 'register,' fill in your contact information, and a member of our team will reach out shortly with Webinar details. Thank you!
December 14, 2022
6:00p - 7:00p
Zoom Webinar
Estate Planning Basics
Top Ten Estate & Financial Planning Ideas Presented By: David Roche, RICP - VP, Cetera Investors
October 12, 2022
5:00p - 6:00p
Zoom Webinar
Recession Guide & Action Items
PERSPECTIVE ON RECESSIONS AND HOW THEY AFFECT YOUR MONEY Presented by: David Keib - VP, Capital Group / American Funds Robert O'Brien - Regional VP, Allianz
July 16, 2020
6:30p - 8:00p
Cetera Investors - Latham Office
Social Security Workshop
What Baby Boomers need to know to help maximize retirement income. Learn the answers to your questions: - Will Social Security be there for me? - How much can I expect to receive? - When should I apply for Social Security? - How can I maximize my benefits? - Will Social Security be enough to live on in retirement?
May 2, 2020
10:30a - 12:00p
Zoom
Zoom Healthcare in Retirement Workshop
DID YOU KNOW.......? -In 2013, 8,357,100 people received support from the 5 main long-term care services; home health agencies (4,742,500), nursing homes (1,383,700), hospitals (1,244,500), residential care communities (713,300) and adult day service centers (273,200).1 -The national median daily rate in 2016 for a private nursing home room is $253 dollars a day, which adds up to $92,378 a year. These costs have grown 4% over the past 5 years.2 -The national median daily rate for an assisted living facility is $119 dollars a day, or, $43,539 a year.2 -In 2012, total spending (public, out-of-pocket and other private spending) for long-term care was $219.9 billion, or 9.3% of all U.S. personal health care spending. This is projected to increase to $346 billion in 2040.3 1Center for Disease Control and Prevention (2013) Long- Term Care Services. 2Genworth Long Term Care Costs. 3National Health Policy Forum (2014) The Basics: National Spending for Long-Term Services and Supports.
April 25, 2020
10:30a - 12:00p
Zoom
Zoom Social Security Workshop
What Baby Boomers need to know to help maximize retirement income. Learn the answers to your questions: - Will Social Security be there for me? - How much can I expect to receive? - When should I apply for Social Security? - How can I maximize my benefits? - Will Social Security be enough to live on in retirement?
April 16, 2020
4:30p - 6:00p
Zoom
Zoom Healthcare in Retirement Workshop
DID YOU KNOW.......? -In 2013, 8,357,100 people received support from the 5 main long-term care services; home health agencies (4,742,500), nursing homes (1,383,700), hospitals (1,244,500), residential care communities (713,300) and adult day service centers (273,200).1 -The national median daily rate in 2016 for a private nursing home room is $253 dollars a day, which adds up to $92,378 a year. These costs have grown 4% over the past 5 years.2 -The national median daily rate for an assisted living facility is $119 dollars a day, or, $43,539 a year.2 -In 2012, total spending (public, out-of-pocket and other private spending) for long-term care was $219.9 billion, or 9.3% of all U.S. personal health care spending. This is projected to increase to $346 billion in 2040.3 1Center for Disease Control and Prevention (2013) Long- Term Care Services. 2Genworth Long Term Care Costs. 3National Health Policy Forum (2014) The Basics: National Spending for Long-Term Services and Supports.
January 16, 2020
6:30p - 8:00p
Cetera Investors - Latham Office
Social Security Workshop
What Baby Boomers need to know to help maximize retirement income. Learn the answers to your questions: - Will Social Security be there for me? - How much can I expect to receive? - When should I apply for Social Security? - How can I maximize my benefits? - Will Social Security be enough to live on in retirement?
December 19, 2019
6:30p - 8:00p
Cetera Investors - Latham Office
Social Security Workshop
What Baby Boomers need to know to help maximize retirement income. Learn the answers to your questions: - Will Social Security be there for me? - How much can I expect to receive? - When should I apply for Social Security? - How can I maximize my benefits? - Will Social Security be enough to live on in retirement?
November 23, 2019
10:00a - 11:30a
Cetera Investors - Latham Office
Social Security Workshop
What Baby Boomers need to know to help maximize retirement income. Learn the answers to your questions: - Will Social Security be there for me? - How much can I expect to receive? - When should I apply for Social Security? - How can I maximize my benefits? - Will Social Security be enough to live on in retirement?