COLLEGE FUNDING 101 - Clifton Park

Did you know there's a 'Discount Game' when it comes to college? Find out how you could get up to ONE YEAR of free college tuition just by using the right strategies. No-cost workshop for parents with children ages 0 to 17.

COLLEGE FUNDING 101 - Guilderland

Did you know there's a 'Discount Game' when it comes to college? Find out how you could get up to ONE YEAR of free college tuition just by using the right strategies. No-cost workshop for parents with children ages 0 to 17. 

May 7th - Social Security 101 - East Greenbush

College Funding Strategies Webinar

Is your college funding strategy proactive or reactive? Learn to win the college 'Discount Game' on May 7. How to maximize aid & protect your retirement with Kara Koenig. RSVP now!

SOCIAL SECURITY 101 - East Greenbush Library

SOCIAL SECURITY 101

April 30th - Social Security 101 - William K. Sanford Town Library

Nov 10th - Social Security 101 – Strategies That Could Maximize Your Benefits

Social Security is often the largest source of income for most retirees, so it’s important to get the facts before you file. At this free seminar, you’ll learn simple strategies to help maximize your benefits and potentially increase your retirement income. Presented by the Society for Financial Awareness, a non-profit organization whose mission is to provide financial education across America.

Make Wellness Your Reality

This isn't your average health event, it's a game-changer. This event brings together everything you actually need to take charge of your health in one powerful day. ✔️ Learn what your labs really mean ✔️ Get simple, smart ways to eat better and meal prep without stress ✔️ Discover how to move your body—even if you're stuck at a desk all day ✔️ Check your blood pressure and get expert advice from licensed providers ✔️ Level up your financial wellness with real-world strategies You'll leave with practical tools, powerful insights, and the confidence to build a lifestyle that works for YOU. One day. Real change. Let's thrive.

Lifelong Security: A Financial Roadmap for Special Needs Families

Get answers to your questions: ✔️ How can I ensure lifetime care and financial stability for my child? ✔️ What financial mistakes could jeopardize my child’s eligibility for government benefit programs? ✔️ How do I save for retirement while securing my child's lifetime financial needs? ✔️ Who should I appoint as a trustee and power of attorney to manage my child’s finances in the future? ✔️ What are my long-term care options if my child can't support me? Hosted by Rachel McDermott: "As a parent of a special needs child and an independent financial planner, my goal is to assist families navigating the path towards financial stability and create future security and prosperity for them and their children with special needs."

Lifelong Security: A Financial Roadmap for Special Needs Families

Get answers to your questions: ✔️ How can I ensure lifetime care and financial stability for my child? ✔️ What financial mistakes could jeopardize my child’s eligibility for government benefit programs? ✔️ How do I save for retirement while securing my child's lifetime financial needs? ✔️ Who should I appoint as a trustee and power of attorney to manage my child’s finances in the future? ✔️ What are my long-term care options if my child can't support me? Hosted by Rachel McDermott: "As a parent of a special needs child and an independent financial planner, my goal is to assist families navigating the path towards financial stability and create future security and prosperity for them and their children with special needs."

Planning your Future: Trust, Wills and Peace of Mind

Seminar | Financial Strategies for the Sandwich Generation

Fall'24 Advisor Career Open House

Smart Retirement Planning: Wills, Trusts, and Social Security Strategies

Social Security 101 | Strategies to Potentially Maximize Your Benefits

NYS Pension Planning Seminar

Thrive Together | Women in Business Networking Mixer | August 13th

Asian American Physicians Mixer

Wealth and Wellness

Financial Planning in an Election Year - Webinar

As we approach another election year, questions about the potential impacts on the financial market and personal financial planning become paramount. Thoroughbred Advisors invites you to a comprehensive webinar where we delve into these critical issues, offering insights and strategies to help you navigate through the uncertainties of the 2024 Presidential Election.

Thrive Together | Women in Business Networking Mixer | May 9th

Beyond Diversification & Beyond Traditional Wealth Building Strategies | 4/3

Wine, Wealth & Health