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Upcoming Events

Below is a comprehensive list of current and/or upcoming events, feel free to email us at [email protected] for more information. Check this page frequently for updates on future events, presentations and webinars!

Quarterly Investment & Market Update Webinar: Q-4 2024 Recap & 2025 Insights, Projections

Interested in learning more about recent economic and stock market events? Wondering what key developments await as we exit 2024 and enter 2025? Confused about what it all means for...

Alfred State College & JGUA Present: Estate Planning Explained

Alfred State College and John G. Ullman & Associates are excited to announce our partnership for a two-part financial education series in 2025, beginning with a presentation on Estate &...

Join Us For The Upstate N.Y. Business Happy Hour Event!

Join the John G. Ullman & Associates Charlotte Team, The SL Home Group and Minted Capital Mortgage for an engaging evening of networking, connections and professional growth at the Upstate...

Streamline Your Retirement: Retirement Income Strategies Explained

Preparing for retirement? Already retired but looking for additional guidance? John G. Ullman & Associates welcomes you to join us for an in-person workshop event, focusing on the topic of...

Life In Focus: Navigating Your Retirement Journey

John G. Ullman & Associates and the Clemens Center are thrilled to present Life in Focus, a four-part financial education series kicking off on Wednesday, January 15, at 1 p.m....