Our Seminars

Since 1986, the Investment Advisor Representatives at Reliance Financial Group have conducted retirement and financial planning seminars for the employees of many of WNY's leading employers and members of the area's largest groups and associations.

These educational, entertaining and effective programs have benefited thousands of attendees who have turned to us for advice and counsel ranging from their own retirement planning needs to investment & tax advice for themselves or to help protect the assets of elderly parents and facilitate the transfer of those assets.

As independent financial planners organized to provide objective and timely financial planning advice and counsel we are uniquely qualified and experienced to provide answers to the most critical questions involved in determining "Can I Afford to Retire ?" Our comprehensive, yet practical seminars cover a wide range of financial planning topics designed to convince attendees that "Planning Pays Off !". We provide information and lively discussion on such issues as:

• "Can I Afford to Retire" analysis of various retirement income sources
  


• A discussion on the use of investments as a source of retirement income
  
  
• Early retirement issues: Distributions & Taxation
  
  
• The lessons learned in the stock & bond markets
  
  
• The risks & rewards in Bonds, researching Stocks & Mutual Funds and understanding Annuities.
  
  
• Timely information on the complex & constantly changing tax laws
  
  
• Overall income tax reduction strategies, including new retirement plans rules
  
  
• Ways of handling employer retirement plans, such as 403b, 401k, 457c, deferred compensation and profit sharing plans
  
  
• Long-term health care and Medicaid Strategies
  
  
• How to help protect your (parents) home and assets from the "Medicaid Trap"
  
  
• Living Wills, Trusts and other Estate Planning advice
  
  
• Social Security Information
  
  
• A.A.R.P.'s view on working options & relocation issues

Our practical, "easy-to-understand" and "no-selling" approach has, in our opinion, been the primary reason we have maintained our co-sponsored relationships with these companies, groups and associations over the past 15+ years. We look forward to meeting with you to discuss your "retirement/financial planning" needs or those of your employees or group members.