Events
Upcoming Events
April 2, 2024
6:00p - 7:00p
Zoom Webinar
Delaware Funds by MacQuarie Informational Webinar
presented by Tim Katusha, Regional Director, Delaware Funds by MacQuarie
April 18, 2024
9:00a - 4:00p
Cetera Investors Parking Lot
Past Events
March 15, 2024
4:00p - 6:00p
McGirk's Irish Pub
February 17, 2024
1:00p - 3:00p
Pinkies Bakery & Cafe
February 13, 2024
6:00p - 6:30p
Zoom Webinar
AdviceWorks Client Portal
presented by Jason Berghold, Senior Advisor Training Specialist, Cetera Financial Group
January 19, 2024
1:00p - 3:00p
Sole City Coffee
January 11, 2024
6:00p - 7:00p
Zoom Webinar
2024 Market Outlook
Presented by Gene Goldman, Chief Investment Officer, Cetera Financial Group
December 12, 2023
12:00p - 12:30p
Zoom Webinar
20 Minute Tuesdays- Year End Checklist
Presented by David Roche, Vice President, Branch Manager, Cetera Investors
December 1, 2023
3:00p - 6:00p
Cetera Investors
November 14, 2023
12:00p - 12:30p
Zoom Webinar
20 Minute Tuesdays- Roth IRA's
Presented by David Roche, Vice President, Branch Manager, Cetera Investors
November 4, 2023
11:00a - 1:00p
New Leaf Cider
October 30, 2023
1:00p - 6:00p
Cetera Investors
October 12, 2023
2:00p - 3:00p
Webinar
In The Room with Professor Jeremy Siegel
Hosted by Gene Goldman, Chief Financial Officer, Cetera.
October 12, 2023
12:00p - 2:00p
Binghamton Country Club
Medicare Seminar Lunch
Guest Speaker- Edward Moscato, LUTCF, President of Moscato & Associates, Inc.
September 26, 2023
4:00p - 7:00p
Factory by Beer Tree Brew- Oakdale Commons
403b Happy Hour
hosted by Brian Teta, CFP®, ChFC®, CLU®, RICP®, Certified Financial Planner™, Financial Adviser, Cetera Investors; Laurie Kany, Financial Adviser, Cetera Investors and Craig Frisch, Regional Vice President, Security Benefit
September 22, 2023
1:00p - 3:00p
The Coffee Bar at Old Barn Market
September 20, 2023
3:00p - 6:00p
Cetera Investors
September 12, 2023
Zoom Webinar
20 Minute Tuesdays- September Market Update
presented by Dave Keib, Senior VP Central and Eastern Upstate NY, American Funds
August 25, 2023
4:00p - 6:00p
Factory by Beer Tree Brew- Oakdale Commons
July 18, 2023
12:00p - 12:30p
Zoom Webinar
20 Minute Tuesdays- You don't Need life insurance; You Want life insurance
presented by David Roche, Vice President, Branch Manager Cetera Investors
June 23, 2023
1:00p - 3:00p
Sole City Coffee
June 6, 2023
6:00p - 8:00p
Traditions at the Glen
6 Steps to Legacy Planning for the generations
Presented by Brian Teta, CFP®, ChFC®, CLU®, RICP®, Certified Financial Planner™, Financial Advisor- Cetera Investors
May 16, 2023
12:00p - 12:30p
Zoom
20 Minute Tuesdays- May Market Update
presented by Enrique 'Ricky' Gutierrez, Regional Director, Goldman Sachs
April 19, 2023
9:00a - 4:00p
Cetera Investors parking lot
April 12, 2023
6:00p - 8:00p
Traditions at the Glen
Savvy Caregiving for Boomers
Presented by Brian Teta, CFP®, ChFC®, CLU®, RICP®, Certified Financial Planner™, Financial Adviser- Cetera Investors
March 21, 2023
12:00p - 12:30p
Zoom Webinar
20 Minute Tuesdays- Required Minimum Distributions
Hosted by David Roche, Vice President, Branch Manager, Cetera Investors
January 12, 2023
6:00p - 7:00p
Zoom Web Conference
2023 Market Outlook
presented by Gene Goldman, Chief Investment Officer, Cetera Financial Group
December 14, 2022
6:00p - 7:00p
Zoom Web Conference
Estate Planning Basics:Top Ten Estate and Financial Planning Ideas
Presented by Lou Pierro, Esq., founding partner of Pierro, Connor & Associates, LLC
December 12 - December 16, 2022
8:00a - 3:00p
Cetera Investors Office
Toys for Tots Toy Drive Extended
Toys for Tots Drive Extended!
December 9, 2022
12:00p - 3:00p
Cetera Investors Office Parking Lot
October 12, 2022
5:00p - 6:00p
Zoom Web Conference
Recession Guide and Action Items
presented by: David Keib, VP Capital Group/American Funds, Robert O'Brien, Regional VP Allianz, and Matthew O'Neil, Regional VP Symetra Life Insurance Company
August 10, 2022
6:00p - 7:00p
Zoom Web Conference
Savvy Generational Planning- Six Steps to Legacy Planning for the Generations
Presented by David Roche, RICP®, Branch Manager, VP Cetera Investors
May 19, 2022
2:00p - 3:00p
Web Conference
In The Room with Ben Stein
Hosted by Gene Goldman, Chief Financial Officer, Cetera Financial Group
May 11, 2022
6:00p - 7:00p
Teams Web Conference
Understanding Social Security: What Baby Boomers Need to Know
Presented by David Roche, RICP®, Cetera Investors Branch Manager, VP
March 25, 2022
9:00a - 1:00p
Cetera Investors Office
Cetera Shredding Event
shredding services provided by Iron Mountain
March 17, 2022
12:00p - 12:30p
Zoom Web Conference
20 Minute Market Update
Presented by David Keib, Vice President, Capital Group/American Funds
March 9, 2022
6:00p - 7:00p
Zoom Web Conference
Tax Efficient Planning: How Tax Planning Changes Through 4 Stages Of Retirement
Presented by David Roche, RICP®, Branch Manager Cetera Investors
February 17, 2022
3:00p - 6:00p
Cetera Investors Office
January 12, 2022
6:00p - 7:00p
Zoom Web Conference
2022 Market Outlook- Quadruple Peaks
Gene Goldman, CFA Chief Investment Officer at Cetera Financial Group
December 15, 2021
6:00p - 7:00p
Zoom Web Conference
Adviceworks Client Portal- Features and Benefits
Presented by Jason Berghold, MBA , Adviceworks Training Specialist, Cetera Investors
December 10, 2021
12:00p - 4:00p
Cetera Investors Office Parking Lot
November 29, 2021 - December 20, 2021
9:00a - 4:00p
Cetera Investors Office
November 10, 2021
6:00p - 7:00p
Zoom Web Conference
IRA Planning: What Baby Boomers need to know
Presented by Johnathan Wilsey, NSSA® Assistant Vice President, Cetera Investors
October 13, 2021
6:00p - 7:00p
Zoom Web Conference
Identity Theft and Cybercrime Prevention
Presented by David Roche, RICP® Vice President, Cetera Investors
September 9, 2021
2:00p - 3:00p
Web Conference
In The Room with Heroes of 9/11
Get your digital front-row seat to an exclusive discussion with heroes of September 11 in a tribute event showcasing personal stories of strength and resiliency.
September 8, 2021
6:00p - 7:00p
Zoom Web Conference
Understanding Medicare
David Roche, RICP® Vice President at Cetera Investors will be presenting one of our more popular seminars via Zoom.
July 14, 2021
6:00p - 7:00p
Zoom Web Conference
Understanding Social Security
Johnathan Wilsey, Assistant Vice President at Cetera Investors will present one of our more popular seminars via Zoom.
June 17, 2021
7:00p - 8:00p
Online Webinar
IN THE ROOM with Leslie Odom, Jr
Cetera’s Chief Investment Officer Gene Goldman will take you and your guests IN THE ROOM as Leslie shares some of his most spectacular failures, unexpected pauses and restarts that ultimately created his road to success.
May 12, 2021
6:00p - 7:00p
Zoom Web Conference
Aging with Confidence
Aging with Confidence with Michael Soulis from Mass Mutual: How Long-term Care fits into Retirement
April 30, 2021
4:00p - 7:00p
Cetera Investors
M-Eals Food Drive
Please join us in supporting Maine-Endwell's M-EALS program with our food drive!
March 30, 2021
6:00p - 7:00p
Zoom Web Conference
Women & Investing Seminar
Join us as we discuss: How women make strong investors What you need to know now, regardless of whether you manage your household’s assets The next steps for yourself and others
March 18, 2021
2:00p - 3:00p
Online Webinar
IN THE ROOM with Dr Ben S. Bernanke
Reserve your digital front row seat for an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke, who helped guide the U.S. economy out of its worst recession of the century. His insights on how the economy can emerge and grow through times of adversity couldn’t come at a better time.
March 10, 2021
6:00p - 7:00p
Zoom Web Conference
How Tax Planning Changes Through the Four Stages of Retirement
What you need to know to help maximize retirement income.
January 13, 2021
6:00p - 7:00p
Zoom Web Conference
2021 Market Outlook with Gene Goldman
2021 Market Outlook - What you need to know to prepare for 2021
December 10, 2020
7:00p - 8:00p
Zoom Web Conference
Long Term Care Case Study with Mass Mutual
We will cover various aspects of Long Term Care needs and planning with a focus on risk management and choice.
December 5, 2020
12:00p - 4:00p
Cetera Investors
Toys for Tots Drive
Stop by our office building parking lot if you can donate a new toy for local children during the holiday season. Staff will be available any time during these hours to accept your donation.
December 1, 2020
6:30p - 7:30p
Zoom Web Conference
Health & Wellness Seminar
IRA and planning strategies with a focus on year-end action items. Health & nutrition concepts to help navigate the holiday season and start the new year feeling great!
October 20, 2020
6:00p - 7:00p
Zoom!
Savvy Social Security Planning
What baby boomers need to know to help maximize retirement income. Presented by David Roche, RICP, Cetera Investors Branch Manager
September 23, 2020
6:00p - 7:00p
Zoom!
Investing in an Election Year
Hosted by David Roche, RICP, Cetera Investors Branch Manager Guest Speaker: Dave Keib, Regional Vice President American Funds/Capital Group
August 12, 2020
6:00p - 7:00p
Zoom!
Savvy Social Security and Long-Term Care Planning (6:00pm Session)
Presented by David Roche, Cetera Investors Branch Manager, and Louis W. Pierro, Esq. of Pierro, Connor & Strauss, LLC.
August 12, 2020
12:00p - 1:00p
Zoom!
Savvy Social Security and Long-Term Care Planning (Noon Session)
Presented by David Roche, Cetera Investors Branch Manager, and Louis W. Pierro, Esq. of Pierro, Connor & Strauss, LLC.
July 23, 2020
6:00p - 7:30p
Zoom!
Savvy Retirement and Estate Planning (evening session)
Presented by David Roche, Cetera Investors Branch Manager & Louis W. Pierro, Esq. of Pierro, Connor & Strauss, LLC.
July 23, 2020
12:00p - 1:30p
Zoom!
Savvy Retirement and Estate Planning (Noon session)
Presented by David Roche, Cetera Investors Branch Manager & Louis W. Pierro, Esq. of Pierro, Connor & Strauss, LLC.
June 17, 2020
4:00p - 5:00p
Zoom!
Should My Money Stay or Go?
Presented by David Roche, Branch Manager
May 13, 2020
6:00p - 7:00p
Zoom!
Incorporating Long Term Care & Other Healthcare Costs into your Retirement Plan
Presented by Tom Scarfo, Hosted by David Roche. Topics we will cover: Long-Term Care Risk, Some Trends and Concepts, What LTC Planning Can Do, and How Can You Prepare
April 23, 2020
6:00p - 7:00p
Zoom Web Conference
Managing Through the Coronavirus Crisis and Key Points of the CARES Act
Presentation by Jonathan Wilsey. Topics include the current pandemic and the CARES Act.
April 8, 2020
6:00p - 7:00p
Zoom Web Conference
Market Commentary with Gene Goldman
Please join us for this market commentary on Wednesday evening.
March 31, 2020
4:00p - 5:00p
Zoom Web Conference
March 31, 2020
10:00a - 11:00p
Zoom Web Conference