Events
Upcoming Events
October 12, 2022
12:30p - 1:30p
Chautauqua Center - Break Room
Wealth Steps® with Eric Harvey and Emma Steele
Chautauqua Center is sponsoring, Wealth Steps®, a financial wellness program that introduces essential personal finance concepts from a unique balance sheet perspective.
October 19, 2022
12:30p - 1:30p
Chautauqua Center - Board Room
Wealth Steps® with Eric Harvey and Emma Steele
Chautauqua Center is sponsoring, Wealth Steps, a financial wellness program that introduces essential personal finance concepts from a unique balance sheet perspective.
November 3, 2022
2:30p - 4:00p
NA
Past Events
September 22, 2022
2:30p - 4:00p
NA
August 11, 2022
2:30p - 4:00p
NA
June 1, 2022
NA
May 17, 2022
1:00p - 2:00p
Zoom Webinar
A Career as a Business Development Associate and a Financial Advisor
Come Learn about a career as a Business Development Associate and a Financial Advisor
May 5, 2022
4:30p - 6:00p
Alliance Advisory Group
*This Event Has been POSTPONED* UNDERSTANDING ALZHEIMER’S AND DEMENTIA
An education program presented by the Alzheimer's Association
May 1, 2022
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March 1, 2022
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February 17, 2022
6:30p - 7:30p
Zoom Webinar
December 14, 2021
12:00p - 1:00p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
November 17, 2021
12:00p - 1:00p
WEBINAR
November 16, 2021
5:30p - 6:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
October 21, 2021
5:30p - 6:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
October 14, 2021
11:30a - 12:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
October 12, 2021
12:00p - 1:00p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
October 12, 2021
12:00p - 1:00p
WEBINAR
October 6, 2021
12:00p - 1:00p
WEBINAR
Cash Flow Mapping Webinar II
Learn how to tell your money where to go instead of asking where it went!
October 5, 2021
12:00p - 1:00p
WEBINAR
Cash Flow Mapping Webinar
Learn how to tell your money where to go instead of asking where it went!
September 28, 2021
5:30p - 6:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
September 14, 2021
5:30p - 6:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
September 14, 2021
11:30a - 12:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
September 8, 2021
5:00p - 6:00p
WEBINAR
August 26, 2021
7:00a - 8:00a
WEBINAR
Cash Flow Mapping Webinar II
Learn how to tell your money where to go instead of asking where it went!
August 25, 2021
12:00p - 1:00p
WEBINAR
Cash Flow Mapping Webinar
Learn how to tell your money where to go instead of asking where it went!
August 19, 2021
5:00p - 6:00p
WEBINAR
August 19, 2021
12:00p - 1:00p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
August 5, 2021
12:00p - 1:00p
WEBINAR
The Rules to Building Wealth as a Young Family
Case Study on a Young Family's Cash Flow Allocation
July 22, 2021
5:30p - 6:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
July 15, 2021
5:00p - 6:00p
WEBINAR
July 15, 2021
12:00p - 1:00p
WEBINAR
Cash Flow Allocation and your Family Case Study
Case Study on a Young Family's Cash Flow Allocation
July 13, 2021
5:30p - 6:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
July 13, 2021
11:30a - 12:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
June 22, 2021
5:30p - 6:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
June 17, 2021
12:00p - 1:00p
WEBINAR
Introduction to Investing
Learn where to start when it comes to investing.
June 16, 2021
12:00p - 1:00p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
June 10, 2021
12:00p - 1:00p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
June 3, 2021
12:00p - 1:00p
WEBINAR
Savings vs. Debt Elimination Webinar
Learn about saving vs. debt elimination from Daniel Schlein MBA, RICP and Stephen T. Constantine
June 2, 2021
5:00p - 6:00p
WEBINAR
May 27, 2021
6:00p - 7:00p
WEBINAR
The ABC's of Student Loans with Robert Powalski, CFP®
Join Robert Powalski, CFP® & student loan specialist Joseph Price-Gault of GradFin to learn how to crush your student loans.
May 26, 2021
11:30a - 12:30p
WEBINAR
Maximizing After Tax Retirement Cash Flow
Maximizing After Tax Retirement Cash Flow: while Maintaining Legacy and Liquidity - a Covered Asset Strategy approach
May 19, 2021
11:30a - 12:30p
WEBINAR
Philanthropy & Financial Plans Webinar
You don't have to limit your impact to writing a check! This presentation will introduce ways to use your assets for charitable giving – aka Planned Giving
May 13, 2021
5:30p - 6:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
May 12, 2021
11:30a - 12:30p
WEBINAR
May 6, 2021
12:00p - 1:00p
WEBINAR
May 5, 2021
11:30a - 12:30p
WEBINAR
Cash Flow Mapping Webinar
Learn how to tell your money where to go instead of asking where it went!
April 22, 2021
11:30a - 12:30p
Webinar
Rate of Savings vs. Rate of Return Webinar
Rate of Savings vs. Rate of Return Webinar with Angela Vahue
April 15, 2021
11:30a - 12:30p
WEBINAR
Understanding Social Security Webinar
Options to Help you Maximize your Benefits
April 13, 2021
12:00p - 1:00p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
April 7, 2021
11:30a - 12:00p
WEBINAR
Down with Debt
What you need to know to make the right choice for you. Climb out of debt and live confidently.
March 31, 2021
11:30a - 12:30p
WEBINAR
Cash Flow Allocation Webinar
Establishing a Superior Structure for Good Savings Habits
March 27, 2021
1:00p - 2:00p
Webinar
Following the Herd - A Discussion of Traditional & Uncommon Financial Strategies
A Discussion of Traditional and Uncommon Financial Strategies
March 24, 2021
11:30a - 12:30p
WEBINAR
12 Financial Hacks For Living Confidently
The Ability of Modern Americans to Adapt to New Circumstances
March 23, 2021
5:30p - 6:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
March 17, 2021
5:30p - 6:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
March 11, 2021
5:00p - 6:00p
WEBINAR
March 9, 2021
11:30a - 12:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
February 18, 2021
12:00p - 1:00p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
February 16, 2021
5:30p - 6:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
February 11, 2021
5:00p - 6:00p
WEBINAR
February 9, 2021
11:30a - 12:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities!
January 27, 2021
4:00p - 5:00p
Webinar
Virtual Open House for the Rochester Printing Community
Please join Lydia Palmer and Asher Flint for a Virtual Event Introducing Opportunities for you Financial Health
January 21, 2021
5:30p - 6:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
December 10, 2020
11:30a - 12:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
November 14, 2020
10:00a - 11:00a
WEBINAR
Student Loan Tutorial Webinar
Learn basic facts in regards to your student loan payments
November 12, 2020
11:00a - 12:00p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities
November 10, 2020
12:30p - 1:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
October 27, 2020
11:30a - 12:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
October 13, 2020
5:30p - 6:30p
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities
October 7, 2020
5:30p - 6:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
October 3, 2020
11:30a - 12:30p
WEBINAR
Inspiring Financial Wellness & Responsibility in Today's Environment
A new financial wellness program - Wealth Steps®.
September 22, 2020
11:30a - 12:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a Career as a Business Development Associate and a Financial Advisor
September 3, 2020
5:30p - 6:30p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
August 19, 2020
3:30p - 4:15p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
Come Learn about a career as a Business Development Associate and a Financial Advisor
August 18, 2020
11:00a - 11:45a
WEBINAR
Alliance Advisory Group Internship Opportunities Webinar
Learn about our many Internship opportunities
June 23, 2020
2:00p - 2:45p
WEBINAR
Explore a Career as a BDA & Financial Advisor Webinar
In your career, take control of your life.
May 12, 2020
6:00p - 7:00p
WEBINAR
Cash Flow Workshop II
Learn how to tell your MONEY where to go, instead of asking where it went!
May 6, 2020
12:15p - 1:15p
WEBINAR
Cash Flow Workshop
Learn how to tell your MONEY where to go, instead of asking where it went!
January 15, 2020
6:00p - 7:30p
Financial Wellness Night
An enjoyable evening of financial insights
June 5, 2019
Home Sweet Own-Choosing to Buy vs Rent
So, you’re thinking about buying a home? OK, and have you asked yourself, ‘Is home ownership your dream? Find out which option is best suited for you: Buying or Renting in this informative presentation