Coffee & Conversations
Topic: 2026 Financial Goals: Turning Resolutions into Reality
Date: Monday, January 19, 2026
Time: 9:00 a.m.
Location: JGUA Headquarters – 343 Daniel Zenker Drive, Horseheads, NY
Start the New Year with Financial Clarity
As 2026 begins, many of us set financial resolutions — but how do we turn those resolutions into results? Join us for a special Coffee & Conversations session as we explore practical strategies to help you stay on track with your financial goals in the year ahead.
This interactive, town hall–style panel discussion will feature insights and real-world perspectives from the team at John G. Ullman & Associates, including:
Panelists:
- Jason Nickerson, CFP®, EA – President & Chief Operating Officer
- Amber Gee, CFP® – Senior Associate Advisor
- Spencer Keller – Associate Advisor
The moderated conversation will cover topics including:
- How to create achievable financial goals for 2026
- Are New Year Resolutions right for you?
- Steps to stay accountable throughout the year
- Common pitfalls to avoid when building your financial plan
- Live Q&A with the audience
Whether you’re focused on budgeting, saving, investing, or planning for retirement, this session is designed to help you start the year with confidence.
Registration & Questions
You can register for the event and submit any questions you would like the panel to address using the form below. We encourage attendees to submit questions in advance, though questions will also be welcomed during the live Q&A session.
We hope to see you there!
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.