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TOP 30 Financial planning workshops in New York, NY
56 results found
A convenient service for searching for businesses, places and services
Purchase Community House
Purchase Community House is a vibrant hub of activity located at 3095 Purchase Street in Harrison, New York. This institution serves as a gathering place for the local community, offering a wide range of programs and services for individuals of all ages. From fitness classes to art workshops, educational seminars to social events, Purchase Community House is dedicated to enriching the lives of its residents. Whether you're looking to meet new friends, learn a new skill, or simply relax and unwind, this welcoming institution has something for everyone. Come visit Purchase Community House and discover all that it has to offer!
Cambridge BDC
Cambridge BDC is a prestigious institution located at 6 Cambridge Woods Lane in Cambridge, New York, United States. Known for its rigorous academic programs and innovative teaching methods, Cambridge BDC offers a diverse range of courses and programs to help students excel in their chosen fields. With a strong focus on research and practical application, students at Cambridge BDC receive a well-rounded education that prepares them for success in the competitive global marketplace. The institution's state-of-the-art facilities and experienced faculty create a dynamic learning environment where students can thrive and reach their full potential. Whether you are looking to further your education or enhance your career prospects, Cambridge BDC is the ideal place to achieve your goals.
Small Business Development Center
The Small Business Development Center, located at 7 Harriman Campus Road in Albany, New York, is a valuable resource for entrepreneurs and small business owners looking to start, grow, or improve their businesses. The center offers a wide range of services, including one-on-one counseling, workshops, and training programs to help individuals navigate the complexities of running a small business. Whether you need help with business planning, marketing, financing, or any other aspect of your business, the SBDC is here to support you every step of the way. With their expert guidance and resources, you can take your small business to the next level and achieve your goals.
Small Business Development Center (University at Albany)
The Small Business Development Center at the University at Albany is a valuable resource for small businesses in the Albany, New York area. Since its establishment in 1984, the SBDC has played a crucial role in supporting over 25,000 small businesses, facilitating investments of over $452 million in the local economy, and helping to create or preserve more than 13,000 jobs. Located at 1220 Washington Avenue, the SBDC offers a wide range of services and support to help small businesses thrive and grow. Whether you are a new entrepreneur looking to start a business or an established business owner seeking to expand, the University at Albany SBDC is here to help you succeed.
Cohoes Local Development Corporation
The Cohoes Local Development Corporation is a finance institution located at 97 Mohawk Street in Cohoes, New York. This organization is dedicated to promoting economic growth and development in the local community. They provide financial assistance and resources to businesses and entrepreneurs looking to start or expand their operations in Cohoes. The CLDC plays a crucial role in supporting the economic vitality of the city and helping to create jobs and opportunities for residents. Visit their office or website to learn more about their services and how they can help you achieve your financial goals.
NFP
NFP is an insurance agency located at 98B Troy Road in East Greenbush, New York, United States. With a commitment to providing personalized insurance solutions for individuals and businesses, NFP offers a wide range of insurance products and services to meet the unique needs of their clients. Their team of experienced professionals are dedicated to helping clients navigate the complexities of the insurance industry and find the coverage that best suits their needs. Whether you are looking for auto, home, life, or business insurance, NFP is here to help protect what matters most to you.
Christina Chiravolo
Christina Chiravolo is a renowned health institution located at 6 Chelsea Place in New York, United States. With a team of highly skilled and compassionate healthcare professionals, Christina Chiravolo is dedicated to providing top-quality medical care to patients of all ages. Specializing in a wide range of healthcare services, including preventative care, diagnostics, and treatment, this institution is committed to promoting the health and well-being of the community. Patients can expect personalized care, state-of-the-art facilities, and a welcoming environment at Christina Chiravolo.
Small Business Development Center
The Small Business Development Center at 100 Clinton Point Drive in Plattsburgh, New York is a resource hub for entrepreneurs and small business owners looking to start, grow, or improve their businesses. Our experienced advisors provide free, confidential consulting services to help you navigate the complexities of running a small business, from creating a business plan to securing financing. Whether you are just starting out or looking to expand, our center offers workshops, training programs, and networking opportunities to support your business success. Contact us today to schedule a consultation and take your business to the next level.
Southern Adirondack Child Care Network
The Southern Adirondack Child Care Network is a non-profit organization located at 16 Pearl Street in Glens Falls, New York. We provide child care resource services for parents, child care providers, and employers in Hamilton, Washington, and Warren Counties. Our mission is to enhance the quality of children's early care and learning while offering exceptional support to families and caregivers. We are always looking for volunteers and individuals interested in joining our Board of Directors to help make a positive impact on the community. Visit our office Monday-Friday from 9:00am-4:00pm to learn more about how you can get involved. Our website was designed and developed by Mannix Marketing, Inc.
Small Business Development Center
The Small Business Development Center located at 120 Hawley Street in Binghamton, New York is a local government office dedicated to providing support and resources for small businesses in the area. As an extension of Binghamton University, the center offers one-on-one advisement services to help entrepreneurs and small business owners navigate the challenges of starting and growing their businesses. Whether you need help with business planning, financing, marketing, or any other aspect of running a small business, the Small Business Development Center is here to assist you. Contact us today to schedule a consultation and take the next step towards achieving your business goals.
Cents-Able Solutions, LLC
Cents-Able Solutions, LLC is a trusted general contractor located at 1710 New York 41 in Deposit, New York. With years of experience in the industry, our team is dedicated to providing high-quality construction and renovation services at competitive prices. Whether you're looking to build a new home, remodel your kitchen, or upgrade your commercial space, we have the skills and expertise to bring your vision to life. Contact us today to learn more about how Cents-Able Solutions, LLC can help with your next project.
Cornell Cooperative Extension
Cornell Cooperative Extension is a university institution located at 525 Falconer Street in Jamestown, New York. As a part of the renowned Cornell University system, this extension provides educational programs and resources to residents in the local community. With a focus on agriculture, nutrition, and youth development, Cornell Cooperative Extension offers a wide range of services to help individuals and families thrive. Whether you're looking to improve your gardening skills, learn about healthy eating habits, or engage in youth programs, this institution is dedicated to supporting the growth and well-being of its surrounding area.
Bakewell Louise
Bakewell Louise is a reputable accounting and finance institution located at 516 Lafayette Street in Jamestown, New York, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, Bakewell Louise is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Artifex
Artifex is a unique store located at 2539 Vestal Parkway East in Vestal, New York. This institution is a haven for art enthusiasts and creative minds, offering a wide range of art supplies, materials, and tools for artists of all levels. From paintbrushes and canvases to sketchbooks and markers, Artifex is the go-to destination for anyone looking to unleash their creativity. With a knowledgeable staff and a welcoming atmosphere, this store is a must-visit for anyone looking to explore their artistic side.
Brunch & Budget
Brunch & Budget is a finance institution located at 159 20th Street in New York, United States. Imagine feeling in total control of your finances and having clarity on your financial future. Book a one-on-one virtual brunch with us to find out how! Our 10 Focused Weeks program includes 5 Strategy Calls with 2 specialized coaches to create a personalized financial plan for you. Build generational wealth through both good and hard times with our expert guidance. Gain access to over 30 workshop videos covering topics such as investing, saving, credit, debt, buying a home, freelance life, and more. Please note that the information provided on our website is general in nature and should not be considered financial advice. We recommend consulting a financial planner before making any decisions. Legal or tax advice should be sought from an attorney or tax professional. Let us help you take control of your financial future today!
Marist College Liberty Partnerships Program
The Marist College Liberty Partnerships Program (LPP) is a collaborative initiative between the New York State Education Department, Marist College, and the Poughkeepsie City School District. Located at 3399 North Road in Poughkeepsie, New York, this program aims to provide opportunities for scholars through partnerships with community-based organizations and local businesses. Exclusively for first-year accepted students, the Admitted Student Day is a tailored program that offers a comprehensive look at what the Marist College LPP has to offer. The program provides access to Marist College facilities, faculty, and students, as well as administrative regulatory oversight. Additionally, LPP students who enter the college through regular admissions are eligible for a merit scholarship, which covers 50% of tuition costs.
Cancer Care
Cancer Care is a healthcare institution located at 55 Palmer Avenue in Bronxville, New York, United States. As a doctor's office specializing in oncology, we provide comprehensive support for individuals with cancer, their caregivers, loved ones, and the bereaved. Our team of professional oncology social workers offers free emotional and practical assistance, as well as resources and information on over 150 cancer diagnoses and topics. At Cancer Care, we strive to continue offering free programs and services to all those affected by cancer. We also provide limited financial assistance for cancer-related costs such as transportation and child care. Our oncology social workers can help connect you with resources to alleviate financial burdens.
Explore What's Next
Explore What's Next is a health institution located at 1231 Delaware Avenue in Buffalo, New York, United States. We offer a range of services including psychotherapy, counseling, personal and executive coaching for adults, couples, children, adolescents, and families. Our approach is compassionate, direct, and non-judgmental, with a collaborative focus to maximize your counseling experience. In addition to our counseling services, The Studio at Explore What's Next provides gentle and nurturing self-care classes and workshops, exploring yoga, meditation, mindfulness, and a variety of other subjects such as relationship dynamics, chronic illness, and financial wellness. Our offerings are open to the public in a beautiful, ADA compliant space.
Threehouse Law Firm, P.C.
Threehouse Law Firm, P.C. is a legal institution located at 154 North Union Street in Olean, New York, United States. Our firm focuses on providing high quality legal services tailored to meet the core needs of you and your family. Specializing in estate planning, asset protection, elder law, probate & trust administration, and Medicaid qualification, we are here to support you through the process of planning your estate, navigating the sickness of a loved one, or managing a loved one's affairs after their passing. At Threehouse Law Firm, we understand that these areas of law can be complex and often arise during challenging times. That's why we emphasize a team approach, working alongside your trusted advisors and professionals to ensure that your goals are met and your planning objectives are satisfied without unnecessary complication. We welcome financial advisors, CPA's, and insurance professionals to attend our free workshops and meetings to help you achieve peace of mind.
Law Offices of Juliet Cohen, P. C.
The Law Offices of Juliet Cohen, P.C. is a trusted institution located at 105-19 Metropolitan Avenue in New York, United States. Specializing in Elder Law, Trusts and Estates, Probate & Administration, our dedicated team is committed to protecting everything you own and everyone you love. Attend our FREE Estate Planning Workshop to learn how to safeguard your assets and provide for your loved ones. With a well-drafted estate plan in place, you can ensure that your estate passes to your chosen beneficiaries without the need for probate, minimizing costs and ensuring your wishes are carried out.
TMF Law Offices
TMF Law Offices is a reputable institution located at 92-13 102nd Street in New York, United States. Specializing in providing legal assistance to small and mid-sized businesses, TMF Law Offices offers a wide range of services to help clients protect their assets, comply with regulations, and avoid litigation. The team at TMF Law Offices can help you identify proprietary information, implement protection plans, and develop HR and other policies to keep your business running smoothly. They also assist with financial matters such as financing, compensation packages, and mergers or acquisitions.
PlanMember Securities Corporation
PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.
Richard Fineberg
Richard Fineberg is a reputable finance institution located at 2797 Niagara Falls Boulevard in Amherst, New York, United States. With a focus on providing expert financial services to individuals and businesses, Richard Fineberg offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Richard Fineberg is dedicated to helping you achieve your financial goals. Trust in Richard Fineberg for all your financial needs.
Tentho
Tentho is a leading institution located at 26 Broadway, New York, New York, United States, specializing in accounting and finance services. With a focus on unlocking business potential, Tentho offers expert financial guidance, tax planning and preparation, payroll management solutions, and tailored solutions for every industry and business segment. Their valuable resources include insightful blog articles, events, webinars, and workshops to enhance knowledge and connect with industry experts. Tentho also offers partnerships and collaborations aimed at delivering enhanced services and resources to small business owners. Their commitment to corporate responsibility initiatives and making a positive impact is evident through their remarkable growth recognized with ranking No. 1277 on the Inc 5000 list. With a team of real humans dedicated to building long-lasting relationships, Tentho ensures that your finances are taken care of, allowing you to focus on driving decisions and propelling success. Whether you're a starting entrepreneur or looking for elite custom solutions, Tentho is your go-to, all-in-one financial services provider. Their expertise in CFO & Advisory Services, Tax Compliance & Planning Services, and Payroll Administration help make them the ideal partner for all your growing business financial needs.
Bright Success Group Inc.
Bright Success Group Inc. is a leading institution in the field of accounting and finance located at 217-06 Merrick Boulevard in New York, United States. With a strong focus on providing top-notch education and training in the financial industry, Bright Success Group Inc. offers a wide range of courses and programs designed to help individuals succeed in the world of finance. Our expert faculty and state-of-the-art facilities ensure that students receive the highest quality education and hands-on experience to prepare them for successful careers in accounting and finance. Join us at Bright Success Group Inc. and take the first step towards a bright and prosperous future in the financial industry.
Mohawk Valley Small Business Development Center (SBDC)
The Mohawk Valley Small Business Development Center (SBDC) is a valuable resource for entrepreneurs and small business owners in the Utica, New York area. Located at 326 Broad Street, the SBDC offers a wide range of services to help businesses start, grow, and thrive. From one-on-one consulting and business planning assistance to workshops and networking opportunities, the SBDC is dedicated to supporting the local business community. Whether you are just starting out or looking to expand your current business, the Mohawk Valley SBDC is here to help you achieve your goals and succeed in today's competitive market.
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