Learning Resources : H&H Financial Group | Horseheads and Trumansburg, NY

Learning Resources

Educational Events

We believe in the power of education. We strive to empower our clients and community with the knowledge and confidence needed to navigate the financial services world and how it may personally impact them. We aim to be a reliable source of information in an environment that is otherwise saturated with generalizations and questionably accurate data.

We do this by providing educational workshops to our clients (families and business owners) and community. A portion of our events are open to the public and the remainder are privately-hosted by our clients. The presentations are on various topics related to financial planning and wealth management. Below is a partial list of the topics we have offered in the past and is always evolving based on current events and the needs of our clientele.

Our clients enjoy the freedom of co-hosting an event together; it is typically an intimate event with 15-20 of their closest peers/colleagues, at a venue of their choosing, on a topic best suited for the attendees.

If you are interested in attending an event or would like to co-host your own private event, contact our Events Team via email at events@theHHFG.com.

Workshop Topics

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    Market Swings

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    Investment Strategies

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    Making the Most
    of Social Security

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    Financial Management

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    Taking Control

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    Retirement Planning
    for Educators

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    Unlocking Success:
    Business Owners


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