Presentations & Webinars

Below is a comprehensive list of current and/or upcoming events, feel free to email us at [email protected] for more information. Check this page frequently for updates on future events, presentations and webinars!

To view past JGUA presentations, visit our YouTube Channel to view past presentations as part of the JGUA Community Education Series!

Next Generation Financial Planning Webinar – Lodestone Real Estate

Thursday, April 25th at 11 a.m. and 6 p.m.

Featuring JGUA Senior Advisor Todd Brost, CFP® and Associate Advisor Jakob Brost, MS

Legacy Matters: Your Questions, Our Insights Webinar – Keuka College

Thursday, May 9th at 11 a.m.

Featuring JGUA Senior Advisor Judy Palumbo, CFP® and Associate Advisor Leyah Dauber

Not Dead Yet! Series – Guiding My Legacy – The Clemens Center

Wednesday, July 10th at 5:30 p.m.

Featuring JGUA Associate Advisors Scott Townsend, CFP® and Associate Advisor Leyah Dauber