Educational Outreach

Summit Planning Group is dedicated to providing financial knowledge throughout central New York. Over the years, we have presented to hundreds of groups of people. In addition to private corporate educational workshops, we have taught well-received retirement planning classes at all major colleges in central New York and several high school adult education courses.

We plan several workshops during the year, each taught by Richard Urciuoli, a leading retirement planning professional and financial advisor with more than 30 years of experience in retirement planning. Our workshops provide in-depth financial knowledge. The presentations are enhanced with stories of real life experiences that are objective, informative, and fun.

Retirement Planning Workshops
Seminar Tracking #538396

Learn how to avoid the 5 most common retirement pitfalls! Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In this course you'll learn how to: create a plan for retirement, make informed decisions about your company retirement plan, generate an income stream after you stop working, manage investment risks, use current tax laws to your advantage, and adjust your estate plan to function properly under the new laws.

The cost of the course is $49, which includes an illustrated textbook.

Click here for an overview of the course

Class sizes are limited! For more information please call 315-425-0344.

Dinner Workshops
Seminar Tracking #538396

Discussion highlights include the following topics:

• Reviewing lessons learned from 2008 about crash-proofing your retirement.
• Learning how market history provides clues about where we're heading.
• Creating a well-diversified portfolio that focuses on the goal of higher income without high risk.
• Learning how to avoid the 5 most common retirement pitfalls.
• Learning how to take advantage of today's lower taxes before 2013 and after.
• Developing strategies to help you protect your life savings from the cost of long-term care.
• Learning how to avoid probate and other common estate planning mistakes.
• Discovering what simple beneficiary mistake could cost your heirs thousands!

For more information please call 315-425-0344.