Presentations & Webinars

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

To view past JGUA presentations, visit our YouTube Channel to view past presentations as part of the JGUA Community Education Series!

Not Dead Yet! Series – Guiding My Retirement Webinar – The Clemens Center

Wednesday, April 3rd at 1 p.m.

Featuring JGUA President & COO Jason Nickerson, CFP®, EA and Associate Advisor Lyndsey Payne, MBA

Register HERE

Q-1 Investment & Market Update Webinar

Thursday, April 4th at 11 a.m.

Featuring JGUA Securities Research Analyst Bill Armstrong, CFA®

Register HERE

Next Generation Financial Planning Webinar – Lodestone Real Estate

Thursday, April 25th at 11 a.m. and 6 p.m.

Featuring JGUA Senior Advisor Todd Brost, CFP® and Associate Advisor Jakob Brost, MS

Register HERE

Legacy Matters: Your Questions, Our Insights Webinar – Keuka College

Thursday, May 9th at 11 a.m.

Featuring JGUA Senior Advisor Judy Palumbo, CFP® and Associate Advisor Leyah Dauber

Register HERE

Queen City Summer Soiree: Meet JGUA’s Board

Monday, June 3rd at 6 p.m.

For the first time in the history of John G. Ullman & Associates, Inc., our Board of Directors Meeting will be hosted at our newly opened location in Charlotte, North Carolina!

To celebrate this momentous occasion, we are organizing a special event which will take place on Monday, June 3rd from 6 p.m. to 9 p.m. at a to be determined location.

Register HERE