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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!

Navigating Today’s Financial Environment: Investment Decision Making, Actions, and Ideas

Making sound investment decisions requires an understanding of more than current market conditions. Personal financial circumstances, cash flow needs, retirement plans, comfort with risk, and long-term expectations can all play...

From Saving to Spending: Investing Strategies for Retirement Income

Retirement investing is different from retirement saving. After decades of focusing on accumulating assets, retirement introduces a new challenge: turning those savings into a reliable source of income that can...

Navigating The Final Quarter: Q-3 Market Insights & Outlook

Wednesday, October 21, 2026 | 11:00 a.m. (ET)Live Virtual Webinar Presented by Dan Obrist, CFA, Equity Research Analyst As the final quarter of 2026 begins, investors are assessing a market...

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. – COMPLETED! Session Two: Thursday, October 8...