October 2020 Professional Development meeting
About the Event: Event Cancelled.. Will try to reschedule topic in future.
Topic: Comprehensive Financial Planning (Joint meeting with ISM Buffalo)
Program: Comprehensive Financial Planning
When it comes to being good with money or making the right financial decisions, we often are faced with many challenges. In our day-to-day lives, there are three key factors that affect every financial decision we make.
Join us as we bring education on developing a strategy so you're in control by learning how to tell your money where to go instead of wondering where it went as we give you the blueprint to creating a bulletproof financial plan.
Robert J. Powalski, CFP® began his careerwith Alliance Advisory Group as a financial specialist in 2010. Through his unique macroeconomic approach, Bob enables his clients to gain a clear, holistic view of their entire financial landscape. Bob dedicates himself to helping his clients navigate through the financial misinformation prevalent in today's marketplace to give them the confidence they need to make sound financial decisions. His true passion lies in building long lasting relationships with his clients.
Gregory A. Ahrens, CFP®, ChFC®, CExP™, is a Wealth Management Advisor at Alliance Advisory Group. Greg’s primary focus and passion falls into personal wealth planning amongst individuals and families who are business owners, physicians, and corporate professionals. He also works intimately with self-employed professionals to coach them through the exit planning cycle of their business.
5:00-6:00 pm.....Registration, Socially Distanced Networking with masks & Cash Bar
6:00-8:00 pm.....Dinner and Presentation
About the Meal:
Buffet Dinner: Tossed Chef Salad, Roast Beef with Gravy, Stuffed Chicken Breast, Garlic Roasted Potatoes, Corn, Apple Crisp with Ice Cream
Fee: $30.00 Members & Non-Members; $20.00 Full-Time Students
Reservations by Friday, Oct 9th on website or call (716) 648-0972. Check for availability after that date.
$20.00 Member not in Workforce or Retired
$20.00 Full Time Student Member
$20.00 Full Time Student Non Member