What I Wish I Learned in School: A Four-Course Guide to Getting Retirement Right!

The JGUA Community Education Series is returning to Keuka College! Beginning in May, the firm is slated to host a FREE four-course series headlined by topics you wish you learned back in school, geared towards helping you get retirement right!

  • Investment & Market Drivers 101May 23rd – Completed
  • Tax Strategies Through Life Stages – June 20th – Completed
  • A Guide to Retirement – July 25th – Completed
  • How to Leave a Legacy – August 29th

Each of the presentations will be held from 5:30 p.m. to 7:30 p.m. at the Keuka College Commons.

Address: 505 Assembly Ave., Keuka Park, NY 14478 – Room number will be provided upon registration

In addition to the presentations, each attendee will receive course materials, either digitally or physically, along with complimentary refreshments!

By filling out the below registration form, you will be registering for all four sessions and will receive information regarding the location of the sessions, our featured presenters and more!

Can’t join us in person? No problem! Each of the presentations will feature a completely virtual option, so that you can join us from literally anywhere! If you plan on attending virtually, the access link will be provided upon your registration.

Ready to get started? Fill out the registration form below to secure your spot today!



May 23rd – Investment & Market Drivers 101 – Completed! 

  • Featured Presenters: JGUA Senior Vice President, Darren Wilcox, JD, CFP® and Securities Research Analyst, Mark Abdalla, CFA®, MBA
  • Topics Covered Include: The Basics of the Stock Market, Economic & Market Drivers, GDP, The Consumer Price Index, A Bear Vs. Bullish Market, Recessions, The S&P 500, Inflation and More!

June 20th – Tax Strategies Through Life Stages – Completed! 

  • Featured Presenter: JGUA President & Chief Operating Officer, Jason Nickerson, CFP®, EA
  • Topics Covered Include: The Complexities of Tax, The Purpose of Taxes, Sales Tax, Income Tax, Federal Tax & Rates, Real Estate & Property Taxes, Capital Gain Tax Exclusion, Estate & Gift Taxes, The Game of Life That is Taxes and More!
  • Schedule – Presentation – 5:30 p.m. to 7 p.m. / Open Q/A & Conversation – 7 p.m. to 7:30 p.m.

July 25th – A Guide to Retirement – Completed! 

  • Featured Presenters: JGUA Associate Advisor Scott Townsend, CFP® and Associate Advisor Jakob Brost, M.S.
  • Topics Covered Include: Social Security, Medicare Vs. Medicaid, Long-Term Care, RMD’s, Insurance Considerations and More!
  • Schedule – Presentation – 5:30 p.m. to 7 p.m. / Open Q/A & Conversation – 7 p.m. to 7:30 p.m.

August 29th – How to Leave a Legacy

  • Featured Presenter: JGUA Senior Vice President Pete Winnett, CFP® and Senior Associate Advisor Sarah Collier, JD
  • Topics Covered Include: Wills, POA’s, Health Proxies, Trusts, Charitable Gifting, Next Generation and More!
  • Schedule – Presentation – 5:30 p.m. to 7 p.m. / Open Q/A & Conversation – 7 p.m. to 7:30 p.m.

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