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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 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....

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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...

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Retirement Readiness Financial Education Series: Investing in Retirement – Balancing Growth, Risk & Income

Retirement investing is different from retirement saving. Once paychecks stop, investment portfolios often take on a new role—helping provide income, support lifestyle goals, and address the challenges of inflation, market...

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Positioning for the Second Half: Q2 Market Insights & Outlook

Thursday, July 23, 2026 | 11:00 a.m. (ET)Live Webinar Presented by Mark Abdalla, CFA®, MBA, Equities Research Analyst As we move into the second half of 2026, investors continue to navigate...

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