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Upcoming Events

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

Your Retirement Legacy: Protecting What You’ve Built and Planning What Comes Next

Retirement planning isn’t just about accumulating enough assets to retire comfortably—it’s also about protecting what you’ve built and ensuring your wishes are carried out throughout retirement and beyond. While many...

Navigating Healthcare in Retirement: Understanding Medicare & Your Healthcare Coverage Options

A Two-Part Retirement Education Series Presented by Lynda Lander, CFP®Advisor, John G. Ullman & Associates Session One: Thursday, September 3 | 6:00 p.m.Session Two: Thursday, October 8 | 6:00 p.m....

From Saving to Spending: Investing Strategies for Retirement Income

Retirement investing is different from retirement saving. While many investors spend decades focused on accumulating assets, retirement introduces a new challenge: transforming those savings into a reliable source of income...