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.

Planning for Retirement

Who: Todd Brost, CFP®  – Senior Advisor
When: Wednesday, October 20, 2021 @ 1:00pm EST
Where: Dormann Library, 101 W Morris St. Bath, NY 14810

*Note: This is an in-person presentation


Roth Conversions

Who: Todd Brost, CFP® – Senior Advisor
Friday, October 22, 2021 @ 1:00pm EST
Where: Wimodaughsian Free Library, 19 W Main St, Canisteo, NY 14823

*Note: This is an in-person presentation


Please be sure to add to your safe senders list to avoid emails going to spam.

*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.

This field is for validation purposes and should be left unchanged.