Upcoming Events

  • April 19 Educational Breakfast – Considerations Before Buying or Selling A Family Business – James Bedard III

    Registration is OPEN! Please join us Thursday morning April 19 at 8 AM for an¬†Educational Breakfast at Giancarlo’s Sicilian Steak House and Pizzeria 5110 Main Street, Buffalo, NY 14221 Registration link for April 19 Breakfast – Our presenter is Mr. … Continue reading
    Date and Time:April 19 @ 8:00 am Speaker:James Bedard III Location:Giancarlo’s Sicilian Steak House and Pizzeria
  • May 16 LIVE VTC Lunch and Learn

    Prepared by FSP National, this is LIVE video tele conference. It is a Lunch and Learn. The Topic: ‘Helping Clients Successfully Integrate Charitable Giving Into Succession Planning’. More details will be available soon and be posted. The program begins promptly … Continue reading
    Date and Time:May 16 @ 1:00 pm Speaker:Live Video Teleconference Location:Giancarlo’s Sicilian Steak House and Pizzeria
  • Summer School, Silo Tour and Party

    Wednesday July 25 Time afternoon – about 4 PM start Summer School – 1 hour of approved continuing education for Financial Advisors. Topic and more details to come. Buffalo Grain Silo Tour Party at Riverworks Yes, 1 hour of approved … Continue reading
    Date and Time:July 25 @ 4:00 pm Speaker:Dan Cavaretta Location:TBA