Events

Pathways to Partnership: Cetera Financial Advisor Discovery Day

Pathways to Partnership: Cetera Discovery Day, an immersive experience designed for you to explore the next chapter of your practice's journey. This event will offer you to: Have deep dialogue with Cetera’s executive leadership Connect with other forward‑thinking advisors in your situation Have a closer look at how our platform is built to support independence, growth, and long‑term success. Cetera Discovery Day May 18–19, 2026 | Dallas, TX @ The Ritz-Carlton What to expect: Overnight accommodations at the World Class Ritz-Carlton  Airfare up to $800 Scheduled meals with Cetera executive leadership

Identity Theft Dinner in Albany

Join us for an informative Identity Theft Prevention Seminar in the Albany area and learn how to protect your personal information, finances, and family from today’s most common scams. This free event will cover the latest identity theft tactics and provide practical tips to safeguard your identity. The seminar features a guest speaker, George Berg a professor from SUNY Albany, along with expert insights into preventing costly data breaches and fraud. Enjoy a complimentary dinner while gaining valuable knowledge that could save you thousands.

Identity Theft Dinner in Binghamton

Join us for an informative Identity Theft Prevention Seminar in the Binghamton area and learn how to protect your personal information, finances, and family from today’s most common scams. This free event will cover the latest identity theft tactics and provide practical tips to safeguard your identity. The seminar features a guest speaker, a Regional Vice President from Prudential Financial, along with expert insights into preventing costly data breaches and fraud. Enjoy a complimentary dinner while gaining valuable knowledge that could save you thousands.

Volunteer Day

Join Us for Cetera Investors’ 5th Annual 2026 Market Outlook Webinar!

Cetera Investors invites you to join the 5th Annual 2026 Market Outlook Webinar. This exclusive event will feature insights from Gene Goldman, Chief Investment Officer at Cetera Financial Group, who will share expert perspectives on the upcoming year’s market trends and strategies. **Event Details:** Discussion Topics Include: * Top investment themes for 2026 * How to balance your portfolios between stocks and bonds * The economic influences shaping markets in 2026 This session is designed to provide actionable guidance for investors seeking to navigate the evolving financial landscape. Don’t miss this opportunity to gain valuable knowledge from a leading industry expert.

🎄Cetera Investors Endicott Toys for Tots Drive 🎄

We’re excited to host a Toys for Tots Toy Drive and invite YOU to join us in making this season brighter for local children! 📅 Friday, December 5th 🕛 12 PM – 4 PM 📍 Cetera Investors, 111 Grant Ave Endicott NY 13760 Stop by our office, enjoy a warm cup of hot chocolate and a cookie, and bring an unwrapped toy to donate. Your generosity will help bring joy to families in our community this holiday season. Let’s come together and make a difference! 💝

Let’s Spread Holiday Cheer! 🎄 Toys for Tots Toy Drive Latham Office

We’re excited to host a Toys for Tots Toy Drive and invite YOU to join us in making this season brighter for local children! 📅 Friday, December 5th 🕛 12 PM – 4 PM 📍 Cetera Investors, 19 British American Blvd, East Latham, NY 12110 Stop by our office, enjoy a warm cup of hot chocolate and a cookie, and bring an unwrapped toy to donate. Your generosity will help bring joy to families in our community this holiday season. Let’s come together and make a difference! 💝

GENERATIONAL PANEL BRUNCH LATHAM

Generational Wealth; Legacy Brunch: Planning for Tomorrow, Today Join us for an engaging and informative brunch panel designed to empower families across generations with the knowledge and tools to protect their legacy. This event brings together trusted professionals to discuss critical topics including: Long-Term Care Planning: Understanding options, costs, and strategies to preserve assets while ensuring quality care. Estate Planning Essentials: Wills, trusts, and legal structures to pass wealth efficiently and securely. Generational Wealth Transfer: How to build, protect, and pass on financial strength to future generations. Whether you're planning for aging parents, your own future, or your children's financial security, this brunch offers valuable insights and actionable steps to help you make informed decisions. Enjoy a delicious meal, connect with local experts, and leave with clarity and confidence about your family's financial future. RSVP Required |

GENERATIONAL PANEL BRUNCH ENDICOTT

Generational Wealth; Legacy Brunch: Planning for Tomorrow, Today Join us for an engaging and informative brunch panel designed to empower families across generations with the knowledge and tools to protect their legacy. This event brings together trusted professionals to discuss critical topics including: Long-Term Care Planning: Understanding options, costs, and strategies to preserve assets while ensuring quality care. Estate Planning Essentials: Wills, trusts, and legal structures to pass wealth efficiently and securely. Generational Wealth Transfer: How to build, protect, and pass on financial strength to future generations. Whether you're planning for aging parents, your own future, or your children's financial security, this brunch offers valuable insights and actionable steps to help you make informed decisions. Enjoy a delicious meal, connect with local experts, and leave with clarity and confidence about your family's financial future. RSVP Required |

BEST PRACTICES FOR LEADING & DEVELOPING HIGH PERFORMING TEAMS

**Educational Luncheon for Financial Advisors** Join us for a powerful session focused on building and leading high-performing teams. Featuring **Paul Cieslik** from Capital Group and **Dave Roche**, this event offers expert insights into strategic teaming, practice growth, and staff development. 📅 **Wednesday, November 5, 2025** 🕛 **12:00 PM** 📍 **Ruth’s Chris Steak House, Albany**

DUE TO POPULAR DEMAND WE ADDED A SECOND MEDICARE LUNCHEON!

You're Invited! Medicare Luncheon at Our Latham Office Join us for a complimentary luncheon designed to help you better understand your Medicare options in a relaxed and friendly setting. Whether you're new to Medicare or exploring plan changes, our registered professionals will walk you through everything you need to know—no pressure, just helpful information and good company. Enjoy: A complimentary lunch Professional guidance on Medicare plans Answers to your questions in a casual environment RSVP Today! We look forward to seeing you there!

BEER AND WINE TOUR FOR OUR ADVISOR DAY OUT LATHAM

Advisor Day Out: Beer & Wine Tour A day of camaraderie, relaxation, and local flavor. Advisors will enjoy guided tastings at select breweries and wineries, complete with scenic views, light bites, and great company. Transportation is provided, making it a stress-free way to unwind and celebrate teamwork outside the office

BEER AND WINE TOUR FOR OUR ADVISOR DAY OUT ENDICOTT

Advisor Day Out: Beer & Wine Tour A day of camaraderie, relaxation, and local flavor. Advisors will enjoy guided tastings at select breweries and wineries, complete with scenic views, light bites, and great company. Transportation is provided, making it a stress-free way to unwind and celebrate teamwork outside the office

MEDICARE LUNCHEON LATHAM OFFICE

You're Invited! Medicare Luncheon at Our Latham Office Join us for a complimentary luncheon designed to help you better understand your Medicare options in a relaxed and friendly setting. Whether you're new to Medicare or exploring plan changes, our licensed professionals will walk you through everything you need to know; no pressure, just helpful information and good company. Enjoy: A complimentary lunch Professional guidance on Medicare plans Answers to your questions in a casual environment RSVP Today! We look forward to seeing you there!

MEDICARE LUNCHEON ENDICOTT OFFICE

You're Invited! Medicare Luncheon! Join us for a complimentary luncheon designed to help you better understand your Medicare options in a relaxed and friendly setting. Whether you're new to Medicare or exploring plan changes, our licensed professionals will walk you through everything you need to know; no pressure, just helpful information and good company. Enjoy: A free lunch Expert guidance on Medicare plans Answers to your questions in a casual environment RSVP Today! We look forward to seeing you there!

An Afternoon of Fun, Food & Appreciation of our Strategic Partners!

Expect delicious food, lively conversation, and a few surprises as we toast to the future and the power of partnership! Looking forward to celebrating with our Strategic Partners!

CIS GROWTH SYMPOSIUM

Come prepared to engage in this content-rich experience designed to hone your skills, knowledge, and effectiveness as you drive growth, improve the quality of your business, and have some fun in the process. Our agenda will focus on these key objectives: Developing financial professional sales skills and knowledge. Sharing best practices with peer-to-peer exchanges of both financial professionals and sales assistants/admin staff. Providing relevant information to you to help you grow your business while being more efficient in the process.

The One Big Beautiful Bill Act: What The New Tax Bill Means For You LIVE WEBINAR

Join us for a live webinar hosted by Cetera Investors titled "The One Big Beautiful Bill Act: What the New Tax Bill Means for You." Scheduled for August 27, 2025, at 12:00 PM via Zoom, the event will cover key topics such as: changes to individual tax brackets, standard deductions, SALT and itemized deductions, investment impacts, and estate & gift updates. The featured speaker is Dave Keib, Senior Vice President of American Funds.

DAVE'S ANNUAL BBQ

Team building at its best! A great day to get the team together with their families and relax! 

Thank you for attending our event today at the track!

Welcome! To help us stay in compliance with our valued partners at Clark Capital, and to keep you informed about upcoming events throughout the Capital Region, we kindly ask that you sign in using the Registration tab. Thank you in advance for your support! Your friends at Cetera Investors Latham Office

Off to the Races: Advisor Network Day!

Off to the Races: Advisor Network Day at Saratoga Racetrack Local financial professionals join together for an exciting day of networking, great food, and thrilling races at the iconic Saratoga Racetrack! 🍽️ Food & Beverages Provided 🤝 Connect with fellow advisors from across the Capital Region Let’s enjoy the summer, strengthen our professional connections, and celebrate the spirit of collaboration—trackside!

ALBANY CLIENT APPRECIATION EVENT

BINGHAMTON CLIENT APPRECIATION EVENT

CONNECT2PEERS

Our top advisors gather to share best practices to help their clients and their families. This yr will be in Orlando World Center Marriott, Florida for the 2025 edition of Connect2Peers. July 21-24, 2025 Orlando, Florida Don’t miss out on next year’s biggest growth conference! This is your opportunity to get together with peers – in person – at an advisor-led event that will center around tried-and-true growth concepts.

MID YEAR MARKET UPDATE

📈 What You'll Learn: - The most recent outlook on tariffs and the economy - Global growth forecasts for the remainder of 2025 - Insights into equity and fixed income markets - High conviction investment strategies - Key trends and top things to watch in the second half of 2025 📝 Disclaimer Cetera Investors is a marketing name of Cetera Investment Services.

111 Grant Ave Neighbors Annual Charity BBQ Bash!

Join us as we come together with our amazing 111 Grant Ave neighbors for our Annual Charity BBQ Bash! 🎉 📅 June 26 📍 111 Grant Ave Endicott NY 13760 🍔 Great food- $25.00 for a Chicken Dinner 🎶 Good vibes- If you cannot make the event, you can still click to Dontate! 💖 All for a great cause — every dollar goes to charity! This is more than just a BBQ — it’s a celebration of community, connection, and giving back. Bring your appetite, your family, and your big hearts. Let’s make this the best one yet! Feel free to share and spread the word. We can’t wait to see you there!

BBQ Bash with The Companies at 43 British American BLVD

Join us as we come together with our amazing British American Boulevard neighbors for our Annual Charity BBQ Bash! 🎉 📅 June 26 📍 43 British American Blvd Latham NY 12180 🍔 Great food $30.00 for a BBQ Chicken dinner 🎶 Good vibes- Even if you cannot make the event please click to DONATE! 💖 All for a great cause every dollar goes to charity! This is more than just a BBQ, it is a celebration of community, connection, and giving back. Bring your appetite, your family, and your big hearts. Let's make this the best one yet! Feel free to share and spread the word. We can't wait to see you there!

A Smarter Path to Independence- Thinking About Going Independent? Concerned About the Risks?

Are You a Financial Advisor Thinking About Going Independent? Concerned About the Risks? This exclusive live event is for you.

Future Unlocked: CETERA Tech Day 3.0

Where Innovation Meets Impact Step into the future at CETERA Tech Day 3.0 a high-energy, forward-thinking event designed to unlock the next wave of innovation, collaboration, and transformation in the financial services industry. Hosted in Albany, this year’s theme, “Future Unlocked,” celebrates the power of technology to drive smarter decisions, deeper connections, and bold new possibilities. Join industry leaders, tech innovators, and Cetera's brightest minds for a day packed with: Cutting-edge demos of emerging tools and platforms Interactive workshops on AI, automation, and digital strategy Inspiring keynotes from thought leaders shaping the future of finance Networking opportunities to connect with peers and pioneers Whether you're a tech enthusiast, a strategic thinker, or a curious explorer, Tech Day 3.0 is your gateway to what's next. Let's unlock the future; together.

TEAM WELLNESS OUTING

ACTIVITY TO BE ANNOUNCED.

OPEN HOUSE OF NEW OFFICES 19 BRITISH AMERICAN BLVD

CETERA INVESTORS ALBANY Open House Event Join Us to Celebrate Our Growth! We are excited to showcase the improvements in our practice and the enhanced services we offer to our valued clientele. Come and meet our team, learn about our new offerings, and enjoy some refreshments. Highlights: Tour of our updated facilities Meet and greet with our staff Information on new services Refreshments and giveaways RSVP TODAY! We look forward to seeing you there!

VOLUNTEER DAY

GIVING BACK TO OUR COMMUNITY IS IMPORTANT.

CETERA INVESTORS TEAM WELLNESS OUTING

ACTIVITY TO BE ANNOUNCED.

ESTATE PLANNING BASICS

🌟 **Join Us for an Exclusive Estate Planning Dinner!** 🌟 We are thrilled to invite you and your family to a special evening dedicated to securing your future. Enjoy a delightful dinner while gaining invaluable insights into estate planning from our expert speaker Phillip Vacchio Esq. This is a unique opportunity to learn how to protect your assets, ensure your loved ones are taken care of, and achieve peace of mind. Don't miss out on this chance to plan for a brighter tomorrow in a warm and welcoming atmosphere. Reserve your spot today and take the first step towards a secure future! 🍽️✨ We look forward to seeing you there!

FINANCIAL ADVISORS MARCH HOOPS KICK-OFF NETWORKING MIXER

March Hoops Kick-Off Networking Mixer Whether you're a basketball enthusiast or simply looking to expand your professional network, this event promises a fun and engaging experience for all. Don't miss out on the chance to combine business with pleasure at the March Hoops Kick-Off Networking Mixer!

CETERA ALBANY AND BINGHAMTON INDOOR PICKLEBALL TOURNAMENT

TEAM BUILDING FOR LUNCH AND THEN A FUN AFTERNOON OF PICKLEBALL.

FROM VISION TO LEGACY: ENSURING BUSINESS CONTINUITY & VALUE

Join us for an exclusive, educational discussion in the premiere private club in New York's Capital, The Fort Orange Club!

2025 MARKET OUTLOOK WEBINAR WITH GENE GOLDMAN CIO OF CETERA FINANCIAL GROUP

Join us for a 2025 Market Outlook webinar from our very own Chief Investment Officer, Gene Goldman. Gene is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. He also leads the investment committee and their commitment to delivering superior investment oversight.

**Holiday Party

**Toys for Tots Volunteering

Toys for Tots Toy Drive

Election Results Market Update Webinar

Don't miss out on our exclusive post-election update webinar happening tonight! Join us for an in-depth analysis, key takeaways, and insights on the latest developments. This is your final chance to register, so make sure to secure your spot now!

**Team Fun & Wellness

This morning at Cetera Investors Latham office, Phillip Koontz and Robert O'Brien delivered an engaging presentation on "Living Free and Fearless." The self-defense tips shared by a Navy Seal were impressive, emphasizing the importance of preparedness over actual use. Remember, common muggers often use the line "What time is it?" - it's crucial to prioritize personal safety over politeness in such situations. Also, a friendly reminder to stay focused and aware: "Keep your head out of your apps!"

Brunch for the Generations

**Beer/Wine Tour

Medicare Lunch

**Volunteer at the Food Bank

Cyber Security / Identity Theft Webinar

**Team Fun & Wellness

**BBQ at Dave's House

**Client Appreciation Event - Albany

**Client Appreciation Event - Binghamton

Mid Election Year Market Update

Connect2Peers

**Charity BBQ

**Tech Day

CE Luncheon

Pickle Ball 101 Webinar

**Team Fun & Wellness

Circle of Excellence

**Axe Throwing

Shredding Day

**Team Led Charity Event

Long Term Care Dinner - Binghamton

Long Term Care Dinner - Albany

**Team Fun & Wellness

AdviceWorks Webinar

**SA Offsite Meeting

2024 Market Outlook Webinar

Grow More in 2024