Webinars

Weren't able to join us live for a previous webinar? No problem! Check out one of our recordings of the full presentation below.

Video: Wine and Dime: Becoming Fiscally Fit in 12 Easy Steps!

Wine and Dime Webinar, play button to watch a YouTube video — Presented by Amy Irvine (’92 and ’05) of Rooted Planning Group

Video: Estate and Charitable Planning in a Challenging Environment

Estate and Charitable Planning Webinar, play button with link to YouTube video — Presented by Marty Finn, Provided by the SUNY Blended Gifts Council

Video: Year-End Charitable Giving Techniques

Year-End Charitable Giving Webinar, play button with link to YouTube video — Presented by Amanda Herrick Smith, CFP® ('06) of John G. Ullman & Associates, Inc.