upcoming events

Everything I wanted to know about Retirement but Didn't Know How to Ask

Image result for the Inn Between

 

Workshop and Dinner 

*Free admission, information, Meal & Fun

Tuesday May 21st 6-8 pm ~ please arrive 15 minutes beforehand

 

The Inn Between 

2290 West Genesee Turnpike

Camillus, NY  13031

 

* Investment Tactics that can reduce your future tax burden and safeguard        your estate. Is a crash or correction on the horizon?

* How to handle changes in tax laws which affect your existing retirement         plan or IRA assets: Information Everyone Should Know

* Will you outlive your retirement savings?

* IRA & 401 (k) Management - Whar are your options if you have                      experienced losses or recently left your employer

* Your legacy - strategies to help ensure an income-tax-free inheiritance for       your heirs

Your presenters :

Tammy Reyes, CPA, PFS 

Dave Treichler, AIF, CFP, CLU, Investment Executive

Rick Handrich, Senior Vice President, Bluerock

 

*Seating is limited - Reservation Required for Admission

RSVP Today to reserve your Space!

THANK YOU FOR YOUR INTEREST IN OUR WORKSHOP.  

Please provide a phone number/email address.  We will be calling before to confirm your request for a reservation.  I will need to speak to someone directly at the time to confirm.  If I miss you plz call or email back as I can’t hold reservations without confirmation.  If you must  cancel for any reason, please call in advance, as others may be waiting to attend.

Please arrive 15 minutes prior to the workshop as we will begin assigned seating and preworkshop.

.

When: Tuesday, May 21, 2019 - 6 Sharp! - 8 pm
Where: The Inn Between

2290 West Genesee Turnpike

Camillus, NY 13031
Host: Dave Treichler, AIF, CFP, CLU, Investment Executive
Phone: 315-430-3283
 

Everything I wanted to know about Retirement but Didn't Know How to Ask

 

Image result for the sherwood Inn

Workshop and Dinner 

*Free admission, information, Meal & Fun

Wednesday May 22nd 6-8 pm ~ please arrive 15 minutes beforehand

 

The Sherwood Inn

26 W. Genesee Street

Skaneateles, NY  13152

 

* Investment Tactics that can reduce your future tax burden and safeguard        your estate. Is a crash or correction on the horizon?

* How to handle changes in tax laws which affect your existing retirement         plan or IRA assets: Information Everyone Should Know

* Will you outlive your retirement savings?

* IRA & 401 (k) Management - Whar are your options if you have                      experienced losses or recently left your employer

* Your legacy - strategies to help ensure an income-tax-free inheiritance for       your heirs

Your presenters :

Tammy Reyes, CPA, PFS 

Dave Treichler, AIF, CFP, CLU, Investment Executive

Rick Handrich, Senior Vice President, Bluerock

 

*Seating is limited - Reservation Required for Admission

RSVP Today to reserve your Space!

THANK YOU FOR YOUR INTEREST IN OUR WORKSHOP.  

Please provide a phone number/email address.  We will be calling before to confirm your request for a reservation.  I will need to speak to someone directly at the time to confirm.  If I miss you plz call or email back as I can’t hold reservations without confirmation.  If you must cancel for any reason, please call in advance, as others may be waiting to attend.

Please arrive 15 minutes prior to the workshop as we will begin assigned seating and preworkshop.

.

When: Wednesday, May 22, 2019 - 6 Sharp! - 8 pm
Where: The Sherwood Inn

26 West Genesee Street

Skaneateles, NY 13152
Host: Dave Treichler, AIF, CFP, CLU, Investment Executive
Phone: 315-430-3283
 

Monthly Coffee Break with Dave Webinar

Monthly Coffee Break with Dave Webinar 

Date: Thursday, June 20th, 2019

Time: 12:00-12:30pm (eastern standard time) 

Webinar Topic: Wealth Preservation: Planning to Leave a Legacy

"An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays." 

Thank you and very best,

Dave

 

*RSVP for free using the "Enroll Now" button and we will provide you with the dial-in information shortly after. During the webinar, Dave will efficiently walk you through a digital flipbook presentation.

 

 

Securities and advisory services offered through Cetera Advisors, LLC, member FINRASIPC.

Investment advisory services and securities offered through Cetera Advisors, LLC, member FINRA/SIPC.  Arabella Wealth Advisors is not affiliated with Cetera Advisors, LLC.

Investments are : not guaranteed * not FDIC Insured * may lose value

_________________________________________________________________

When: Thursday, June 20, 2019 - 12:00pm - 12:30pm
Host: David W. Treichler
Phone: 315-430-3283
 

Monthly Coffee Break with Dave Webinar

Monthly Coffee Break with Dave Webinar 

Date: Thursday, July 18th, 2019

Time: 12:00-12:30pm (eastern standard time) 

Webinar Topic: Financial Protection:Using Insurance to Help Manage Life's Risks

"Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage." 

Thank you and very best,

Dave

 

*RSVP for free using the "Enroll Now" button and we will provide you with the dial-in information shortly after. During the webinar, Dave will efficiently walk you through a digital flipbook presentation.

 

 

Securities and advisory services offered through Cetera Advisors, LLC, member FINRASIPC.

Investment advisory services and securities offered through Cetera Advisors, LLC, member FINRA/SIPC.  Arabella Wealth Advisors is not affiliated with Cetera Advisors, LLC.

Investments are : not guaranteed * not FDIC Insured * may lose value

_________________________________________________________________

When: Thursday, July 18, 2019 - 12:00pm - 12:30pm
Host: David W. Treichler
Phone: 315-430-3283
 

Monthly Coffee Break with Dave Webinar

Monthly Coffee Break with Dave Webinar 

Date: Thursday, August 15th, 2019

Time: 12:00-12:30pm (eastern standard time) 

Webinar Topic:Envisioning Your Retirement:How to Prepare Today for a More Fulfilling Tomorrow

"The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path

Thank you and very best,

Dave

 

*RSVP for free using the "Enroll Now" button and we will provide you with the dial-in information shortly after. During the webinar, Dave will efficiently walk you through a digital flipbook presentation.

 

 

Securities and advisory services offered through Cetera Advisors, LLC, member FINRASIPC.

Investment advisory services and securities offered through Cetera Advisors, LLC, member FINRA/SIPC.  Arabella Wealth Advisors is not affiliated with Cetera Advisors, LLC.

Investments are : not guaranteed * not FDIC Insured * may lose value

_________________________________________________________________

When: Thursday, August 15, 2019 - 12:00pm-12:30pm
Host: David W. Treichler
Phone: 315-430-3283