The 30 Best Financial planning workshops in New York

The Morgan Legal Group PC in Staten Island, NY is a team of skilled professionals dedicated to providing personalized and high-quality legal services tailored to each client's individual needs. Unlike large law firms, clients have direct access to attorneys who are ready to assist with any questions or concerns. Specializing in estate planning, the attorneys at Morgan Legal Group possess extensive knowledge and experience in this area of law. With certifications and advanced training in estate planning, clients can trust that the firm's team has the expertise needed to create tailored solutions for their estate planning needs.

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 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.

AXA Advisors Women Wealth and Wisdom is a finance institution located at 120 Madison Street in Syracuse, New York. Our mission is to empower women to take control of their financial futures through education, guidance, and personalized financial planning. Our team of experienced advisors is dedicated to providing women with the knowledge and tools they need to make informed decisions about their money and investments. Whether you are just starting out in your career, planning for retirement, or navigating a major life transition, we are here to help you achieve your financial goals. Join us at AXA Advisors Women Wealth and Wisdom and take the first step towards a secure and prosperous future.

Manage Your Business is a premier institution located at 5792 Main Street in Williamsville, New York, United States. Our team of experienced professionals is dedicated to helping entrepreneurs and business owners effectively manage their businesses. Whether you need assistance with financial planning, marketing strategies, or operational efficiency, we are here to provide expert guidance and support. With our personalized approach and proven track record of success, Manage Your Business is the go-to destination for all your business management needs. Contact us today to see how we can help your business thrive and grow.

Excalibur Entrepreneurs, LLC is a dynamic and innovative institution located at 424 Main Street, Buffalo, New York, United States. Our mission is to empower aspiring entrepreneurs and business owners to achieve their full potential through mentorship, networking opportunities, and educational resources. With a focus on fostering creativity and innovation, we provide a supportive environment for individuals to grow and thrive in the competitive world of business. Join us at Excalibur Entrepreneurs, LLC and unleash your entrepreneurial spirit today.

Nicholle Overkamp is a reputable finance institution located at 29 California Drive in Williamsville, New York, United States. Specializing in financial services, Nicholle Overkamp offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a dedicated team of professionals, they provide a wide range of services including investment planning, retirement planning, wealth management, and more. Trust Nicholle Overkamp to provide you with the expertise and guidance needed to secure your financial future.

Leadership Logic, LLC is a dynamic institution located at 60 Saginaw Drive in Rochester, New York, United States. Founded by sisters Jeanne Allen and Sarah Marché, who bring a deep understanding of dedication and hard work from their family-owned farm background. Specializing in corporate training and development, Leadership Logic offers New York State approved anti-sexual harassment training and works closely with clients to define goals, improve performance, and implement customized solutions for long-lasting results. With a focus on creating strong teams, revolutionizing organizational culture, and defining strategic direction, Leadership Logic helps companies stay ahead of the competition. Their 6-step process is tailored to each organization, addressing business structure, team alignment, and overcoming obstacles to success. Choose Leadership Logic to elevate your company and equip your team with the tools for future challenges.

The Small Business Development Center at JCC is a valuable resource for entrepreneurs and small business owners in Jamestown, New York. Located at 241 James Avenue, this institution offers a wide range of services and support to help businesses thrive and grow. Whether you need assistance with business planning, marketing strategies, financial management, or anything in between, the SBDC at JCC is here to help. With expert advisors and a wealth of resources at your disposal, you can feel confident that your business is in good hands. Visit us today and take the first step towards achieving your business goals.

Asset Protection Training, located at 110 Wall Street in New York City, is a leading institution specializing in finance and wealth preservation strategies. Led by Rob Lambert, a highly experienced professional in the field, the institution offers comprehensive training on asset protection, including the formation of Limited Liability Companies (LLC) and offshore trusts in countries like Belize. With a focus on debunking myths and providing straightforward information, Asset Protection Training aims to empower individuals to make informed decisions about safeguarding their wealth. Whether you are a beginner or have experience in asset protection planning, the institution offers valuable resources such as training videos and expert guidance to help you navigate the complexities of the financial landscape. Contact Asset Protection Training today to start building a solid protection plan for your assets and securing your financial future.

Anne Napolitano Consulting, Inc. is a leading provider of Business Accounting & Advisory Services located in Melville, New York. With a focus on accounting and finance, our team of experts is dedicated to helping businesses navigate the complexities of financial management. From bookkeeping and tax preparation to strategic financial planning, we offer a comprehensive range of services to meet the unique needs of each client. Whether you are a small startup or a large corporation, our experienced professionals are here to provide personalized solutions to help you achieve your financial goals. Visit us at 25 Melville Park Road to learn more about how Anne Napolitano Consulting, Inc. can support your business.

SCORE, located at 1855 Victory Boulevard in New York, is a finance institution that offers confidential one-on-one business counseling through phone, email, video, and in-person meetings. They provide no-cost business training, webinars, workshops, templates, and tools to assist individuals in starting or growing their businesses. SCORE believes that everyone can succeed in the world of small business, but recognizes that some may face more challenges than others. They offer specialized resources and mentoring approaches to meet the diverse needs of their clients through their SCORE for All platform. Since 1964, SCORE has helped over 11 million small business owners and entrepreneurs through education and mentorship. They are always looking for individuals with diverse backgrounds and experiences to serve as mentors and advocates in their community. SCORE is funded in part by a Cooperative Agreement with the U.S. Small Business Administration, and all opinions and recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA.

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 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.

High Tower Advisors, located at 440 Mamaroneck Avenue in Harrison, New York, is a finance institution dedicated to helping clients achieve their personal and financial success stories. With a focus on building strong client relationships and a vision for the future, High Tower Advisors has grown to support over 128 elite financial advisory businesses across 34 states since its founding in 2008. As a fiduciary, High Tower advisors always prioritize client interests, ensuring that client goals and portfolios come first. The institution seeks out successful wealth management firms with a commitment to growth and a desire to be part of a collaborative community. By providing resources for expansion, back-office scalability, succession planning, and more, High Tower Advisors empowers advisors to focus on their clients' well-th stories.

Sorvillo Services is a trusted institution located at 1982 Yubadam Road in Portville, New York, United States. We offer a wide range of professional services to assist individuals and businesses in achieving their goals. Our team of experts is dedicated to providing top-notch solutions in areas such as financial planning, consulting, and project management. With a commitment to excellence and customer satisfaction, Sorvillo Services is the go-to destination for all your service needs. Visit us today and experience the difference that our expertise can make in your success.

Choi Young Tai is a reputable institution specializing in accounting and finance located at 13 East 30th Street in New York, New York. With a strong emphasis on providing high-quality education and practical training in the fields of accounting and finance, Choi Young Tai is dedicated to preparing students for successful careers in the financial industry. The institution's experienced faculty and comprehensive curriculum ensure that students receive a well-rounded education that prepares them for the challenges of the modern financial world. Whether you are looking to start a career in accounting or finance, or seeking to advance your current skills, Choi Young Tai is the perfect place to achieve your goals.

Teller Ave is a renowned institution located at 1487 Teller Avenue in New York, United States. Known for its commitment to excellence in education, Teller Ave offers a wide range of programs and services to help students achieve their academic and personal goals. With a dedicated faculty and staff, state-of-the-art facilities, and a vibrant community of learners, Teller Ave is a place where students can thrive and succeed. Whether you are looking to further your education, enhance your skills, or explore new opportunities, Teller Ave is the perfect place to start your journey.

Dornhage is a prestigious institution located at 2914 Jerome Avenue in New York, United States. Known for its world-class education and innovative programs, Dornhage offers a wide range of academic and professional courses to help students reach their full potential. The institution is equipped with state-of-the-art facilities and experienced faculty members who are dedicated to providing high-quality education to all students. With a focus on excellence and a commitment to personal growth, Dornhage is a top choice for those seeking a transformative educational experience.

Luach is a dynamic institution located at 2365 Nostrand Avenue in New York, United States. We are dedicated to providing top-quality education and resources to our community. Our mission is to empower individuals through knowledge and skills development, offering a wide range of programs and services to help our students succeed. With a team of experienced educators and staff, Luach is committed to fostering a supportive and inclusive learning environment for all. Join us on a journey of growth and discovery at Luach.

111-50 76th Road is a prestigious institution located in New York, United States. Known for its excellence in education and commitment to academic success, this institution offers a range of programs and services to support students in their learning journey. With a dedicated faculty and state-of-the-art facilities, 111-50 76th Road provides a stimulating and supportive environment for students to thrive. Whether you are looking to further your education or enhance your skills, this institution is the perfect place to achieve your goals.

Pat, My Tax Guy is a trusted accounting and finance institution located at 266 Blackwell Lane in Henrietta, New York, United States. With a team of experienced professionals, we provide top-notch tax preparation, financial planning, and accounting services to individuals and businesses alike. Our goal is to help our clients navigate the complexities of the financial world and achieve their financial goals. Whether you need help with tax filing, retirement planning, or budgeting, Pat, My Tax Guy is here to assist you every step of the way. Visit us today to see how we can help you secure a brighter financial future.

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. 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.

Sarah Best is a renowned institution located at 215 West 83rd Street in the bustling city of New York, New York, United States. Known for its commitment to academic excellence and holistic development, Sarah Best offers a range of programs and services to cater to the diverse needs of its students. With state-of-the-art facilities and a dedicated team of faculty members, the institution strives to provide a nurturing and enriching environment for its students to thrive and succeed. Whether you are looking to further your education or enhance your skills, Sarah Best is the perfect place to embark on your academic journey.

Evans Bank is a trusted financial institution located at 8599 Erie Road in Angola, New York, United States. As a full-service bank, Evans Bank provides a wide range of financial services including personal and business banking, wealth management, and lending options. With a commitment to personalized service and community involvement, Evans Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit Evans Bank today to experience top-notch banking services and expert financial advice.

L & J is a prestigious institution located at 5 West Main Street in Elmsford, New York, United States. We are dedicated to providing high-quality education and training in a variety of fields. Our experienced faculty and staff are committed to helping students achieve their academic and career goals. With state-of-the-art facilities and a supportive learning environment, L & J is the perfect place to further your education and advance your career. Join us and be a part of our vibrant and diverse community of learners.

Embrace Home Loans-New York in Hauppauge is a leading financial institution located at 150 Motor Parkway in Hauppauge, New York. Specializing in home loans, this institution offers a wide range of financial services to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, Embrace Home Loans-New York is dedicated to providing personalized solutions and exceptional customer service to clients in the Hauppauge area. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Embrace Home Loans-New York is here to help you every step of the way.

The Niagara Small Business Development Center is a valuable resource for entrepreneurs and small business owners in the Sanborn, New York area. Located at 3111 Saunders Settlement Road, this institution offers expert guidance, support, and resources to help businesses thrive and succeed. Whether you are looking to start a new business or grow an existing one, the Niagara SBDC provides personalized assistance, workshops, and networking opportunities to help you achieve your goals. With a team of experienced professionals and a commitment to fostering economic growth in the community, the Niagara Small Business Development Center is the go-to destination for all your business needs.

Dynamex - Rochester is a leading institution located at 55 Vantage Point Drive in Rochester, New York. We offer a wide range of services and programs designed to help individuals achieve their personal and professional goals. Our experienced team is dedicated to providing top-quality education and support to all our students. Whether you are looking to advance your career or pursue a new passion, Dynamex - Rochester is the place to be. Join us and take the first step towards a brighter future!