Presentations & Webinars
Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at for more information.

“Preparing for Retirement and Beyond”

Friday, June 25th @1pm – 2pm



This is an in-person, live presentation that will be located at the Canisteo Library.

The address is 19 West Main Street, Canisteo, NY 14823.


Topics of discussion will include:

Goals for Retirement

  • Travel
  • Visiting family / grandkids
  • Move
  • Charitable gifting

Cash Flow

  • Income
  • Pension
  • Social Security
  • Personal Savings
  • Expenses
  • Travel
  • Healthcare

Longer Term

  • Age in place
  • Assisted living


Presented by:

Todd A. Brost, CFP®

Senior Advisor


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