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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!

Taxes in Retirement: Planning Strategies for Income, Withdrawals & Long-Term Efficiency

Retirement planning involves more than saving and investing. Taxes can play an important role in how retirement income is generated, how withdrawals are structured, and how long retirement savings may...

Tax-Efficient Retirement: Strategies to Help Preserve More of What You’ve Earned

Planning for retirement involves more than simply saving and investing. How your retirement income is taxed can play a significant role in how much of your savings you ultimately keep....

Navigating 2026: Q-1 Market Insights & What’s Ahead

Thursday, April 30, 2026 | 11:00 a.m. (ET)Live WebinarPresented by Brett Winnefeld, CFASenior Equity Analyst & Project ManagerJohn G. Ullman & Associates As the first quarter of 2026 comes to...

Maximizing Equity Compensation & Benefits: A Strategic Guide For Corning, Inc. Executives

We invite you to join us for a five-part webinar series designed specifically for Corning Incorporated Executives—focusing on how to effectively plan for and optimize your equity compensation and benefits....

Navigating Early or Unexpected Retirement: Planning for What’s Next

Date: Thursday, March 19, 2026Time: 5:30 p.m.Location:RhineCellar47 E. Market St., Suite #2Rhinebeck, NY 12572 Format: Live, In-Person SeminarHosted by: John G. Ullman & Associates About the Event Retirement doesn’t always...

Retirement Preparedness: Strategies for a Thoughtful Transition

Date: Monday, March 23Time: 1:00 p.m. (ET)Format: Live WebinarHosted by: Alfred State College and John G. Ullman & AssociatesPresented by: Amanda Herrick Smith, CFP®, Senior Advisor Plan Ahead for the...