Events

You're cordially invited to attend an educational and informational workshop.

 

We provide educational workshops for our clients and prospective clients on various topics related to personal financial planning. Our workshops are purely educational in nature and held at a variety of venues in the Finger Lakes Region. Below, please see a description of our most popular workshops—this list is not inclusive of all that we offer and is always evolving based on the needs of our clientele.

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Event Descriptions

Mind, Muscles and Money

In this workshop you will learn strategies to manage the chaos of life and enjoy these techniques. You will learn the very best practices for fat loss and maintaining a healthy lifestyle. In addition to gaining the knowledge to make the most of your money now and into the future.

LifeFolio

In the event that something unfortunate happened to you, and you were no longer able to act on your behalf, would your loved ones know where all your important financial, legal, and health documents are located? LifeFolio is a simple, straightforward filing system to help you identify and organize your important financial and personal documents. We teach you what you need to do, before it happens, so there is one less thing to worry about.

Making the Most of Social Security

One of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security as soon as they become eligible at age 62. By doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime. Whether you are single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

Retirement Investment Strategies

You’ve worked hard and saved diligently throughout your career. Now you deserve to relax and enjoy the fruits of your labor. But are you concerned that your retirement savings may not be able to sustain the retirement lifestyle you’ve always dreamed of? This educational workshop focuses on sound strategies that may help you potentially improve your financial situation.

Surviving Market Swings

Out of uncertainty can come opportunity. Even during times of volatility, you can more comfortably ride out a financial storm if you have a sound financial strategy—if you’re prepared.

Planning for the Business Owner

A business owner has specific planning needs that many others do not, such as estate planning issues that will be faced by the business owner and his/her at death. This “road map” will help layout an action plan for implementing solutions.

Addressing the Six Key Areas of Capital Accumulation and Protection

If a person fails to adequately address any one key area, significant losses may result from that area. This workshop will help you learn how to analyze your current plan to enhance your retirement through various protection strategies and the balancing act as it relates to your assets, liabilities and risk.

Retirement Planning for Educators

Perfect for ALL members, whether you are close to retirement or just starting your career; whether you have been investing for years or are just starting out. We will help you understand your retirement taking into account your tier, Social Security benefits, inflation rates, pension contributions and anticipated salary increases. Learn why you shouldn’t come to retirement and only have a TSA/403(b)—there are various investment vehicles available to you to achieve your retirement objectives.

Upcoming Events

How Will You Be Affected by the 2018 Tax
Cuts and Jobs Act?

Date: Thursday, August 2nd
Time: 12 - 2pm
Location: Radisson Hotel, 125 Denison Pkwy E, Corning, NY 14830

The Tax Cuts and Jobs Act takes effect in 2018. This $1.5 trillion tax-reduction package fundamentally changes the individual and business tax landscape.

Some of the tax changes are permanent, while others expire after 2025. Whether you will pay more or less in income taxes depends on a variety of factors unique to your situation. So the more you know about the tax law provisions, the better prepared you will be.

Are you going to get your share of taxpayer savings?

- Changes to marginal income tax brackets and the alternative minimum tax
- Limits on common itemized deductions, such as mortgage interest and?state and local taxes
- Increases in standard deduction amounts
- Elimination of personal exemptions
- Child tax credit rules
- Federal estate and gift tax provisions
- Some provisions affecting business owners

When you attend the seminar, you will receive a 20-page, information-packed workbook with essential information from the presentation. Perhaps best of all, you will receive a complimentary consultation offered to all seminar participants.

Register

How Will You Be Affected by the 2018 Tax
Cuts and Jobs Act?

Date: Wednesday, August 8th
Time: 6 - 8pm
Location: Radisson Hotel, 125 Denison Pkwy E, Corning, NY 14830

The Tax Cuts and Jobs Act takes effect in 2018. This $1.5 trillion tax-reduction package fundamentally changes the individual and business tax landscape.

Some of the tax changes are permanent, while others expire after 2025. Whether you will pay more or less in income taxes depends on a variety of factors unique to your situation. So the more you know about the tax law provisions, the better prepared you will be.

Are you going to get your share of taxpayer savings?

- Changes to marginal income tax brackets and the alternative minimum tax
- Limits on common itemized deductions, such as mortgage interest and?state and local taxes
- Increases in standard deduction amounts
- Elimination of personal exemptions
- Child tax credit rules
- Federal estate and gift tax provisions
- Some provisions affecting business owners

When you attend the seminar, you will receive a 20-page, information-packed workbook with essential information from the presentation. Perhaps best of all, you will receive a complimentary consultation offered to all seminar participants.

Register

Teacher Appreciation Workshop

We can help you understand your retirement options.

Date: Tuesday, August 21st
Time: 1:15 - 3:150pm
Location: Radisson Hotel, 125 Denison Pkwy E, Corning, NY 14830

Questions to be Answered:

- I have many years before retirement, why should I plan now?
- How is my retirement calculated?
- What is the 3% required savings for Tiers 3 & 4 members?
- What is the graduated required savings for Tier 6 members?
- What are my early retirement options?
- Will I face any reductions in my pension?
- How do I receive my pension?
- What monthly income options do I have? Spousal options?
- What are TSA's and how do they work?
- What other investment vehicles are available to me?
- What changes have been made to the pension system recently?

All attendees will receive a $25 gift of school supplies - including your guests! Lunch will be provided.

Register

RSVP by August 14, 2018

*Event will be well attended, so reserve your seats today!

Past Events

Maintain Your Health and Wealth throughout Retirement

Thursday, June 21st | 6-7:30pm

Help Ensure Your Present and Your Future

Thursday, May 3rd | 6:15-7:45pm

New Year, New You!

Tuesday, January 9th | 5:45-7:45pm

Topic TBD

October 26th, 2017 | 4-5:30pm

Retirement Planning for Educators

October 12th, 2017 | 3:10-4pm

Mind, Muscles and Money

August 3rd, 2017 | 5:45-7:45p

Teacher Appreciation Workshop

August 15th, 2017 | 1:15-3:15p

Making the Most of Social Security

April 19th, 2017 | 11:00a

Making the Most of Social Security

April 19th, 2017 | 4:00p

LifeFolio

April 4th, 2017 | 6:15p

Retirement Planning for Educators

March 9th, 2017 | 3:15p

Retirement Planning for Educators

March 14th, 2017 | 11:00a

Retirement Planning for Educators

March 14th, 2017 | 4:00p

Retirement Investment Strategies

March 28th, 2017 | 11:00a

Retirement Investment Strategies

March 28th, 2017 | 4:00p

Retirement Investment Strategies

March 29th, 2017 | 4:00p

Making the Most of Social Security

September 13th, 2016 | 6:30p

Back to School Basics: Teacher Appreciation Workshop for Financial Literacy

August 23rd, 2016 | 1p

Surviving Market Swings

March 24th, 2016 | 6:30p

Making the Most of Social Security

April 12th, 2016 | 6:30p

Retirement Investment Strategies

May 3rd, 2016 & July 14th, 2016 | 6:30p

LifeFolio

May 24rd, 2016 | 6:30p

LifeFolio

August 9th, 2016 | 6:30p

Register for an Event

To register, please click the button below and you will be prompted to fill out some information in an email to our office. We appreciate you taking the extra time to submit your registration! If you would like to register via phone, please call our office and ask for Samantha Herrington at (607) 739-3702.

Submit Registration

These are educational and informational insurance sales seminar offered by H&H Financial Group at no cost. Neither H&H Financial Group, its staff nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. H&H Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. All investing involves risk, including the possible loss of principal. There can be no guarantee that any investing approach will be successful. Mututal funds and exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Kyle Herrington, Manda Lewis, Luke Herrington, Colton Herrington, Scott Hurlbut, Michael Strong, & Rordan Hart Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency & are Financial Advisors offering Investment Advisory Services through Eagle Strategies LLC, A Registered Investment Advisor.
1The outside speakers and their firms, employees and etc affiliated with are independent of and not affiliated nor endorsed by NYLIFE Securities LLC or any affiliates. The speaker(s) appearing at this seminar are solely responsible for the content of their presentations which may not necessarily represent the views and opinions of NYLIFE Securities or its affiliates.

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