Upcoming Events

Please check out our list of our upcoming events. We routinely host events focusing on: Retirement Planning, Annuities, and Special Needs Planning. Click the button below to be directed to our full list of upcoming events, found below.

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Helpful Articles

View helpful articles here to help with questions you may have regarding your financial journey.

Uncategorized

Estate Tax Exemption Changes Coming in 2026: Revisit Estate Planning Now

Monday, May 9, 2022 By Jeff Velastegui, Founder of The Legacy Group, Personal Estate &…
Provided by Advisor Stream

Curated Articles

The following is a curated list of news articles from well known publications that’s intended to provide you helpful information.
Steps To Take Right Now, Well Before You Retire, To Protect Your Assets

Steps To Take Right Now, Well Before You Retire, To Protect Your Assets

Retirement might be five or ten years away, but now is the time to act if you want to worry less when the big day comes. Read More

Burn Your Boats (Metaphorically) and Forge a Path to Success

Burn Your Boats (Metaphorically) and Forge a Path to Success

There's a huge difference between building a business or future that you want to have, versus one that you absolutely must have. Here's why you need to "burn your boats" to ensure there's no other path but a successful one. Read More

The weird ways companies are coping with inflation

The weird ways companies are coping with inflation

If prices continue to increase, and outpace growth in incomes, eventually the shock will sink in. Then the biggest question will not be how price-elastic people are, but whether spending snaps altogether. Read More

The Perfect Storm And Timely Perspective For Every Investor

The Perfect Storm And Timely Perspective For Every Investor

2022 has been an extremely unkind year to investors. The question is what should investors do now? The answer runs counterintuitive to what you may think. Read More

Etsy and the Sameness of Internet Fights

Etsy and the Sameness of Internet Fights

How much should the middleman get? Read More

Why Women Don't Purchase Enough Life Insurance...And Why They Need More

Why Women Don't Purchase Enough Life Insurance...And Why They Need More

There is a major gender gap when it comes to life insurance and women. Why is this? Why do women value their life less than men do? Maybe it's because the traditional rule of thumb for how much life insurance is needed is based on your current income. But as we all know, when it comes to women, the value of their life and role in the family is so much more than income. Read More

All Upcoming Events

View our full list of upcoming events per their respective categories below.

This series of community education programs will explore concepts that can help you plan a retirement income strategy with the goal of maximizing income, minimizing taxes, protecting your assets from the costs of long-term care, while having your money last through your lifetime.

The Legacy Group Instructor: Jeffrey R. Silverman, JD CFP®. Mr. Silverman is a Certified Financial Planner™

Tuesday March 22 – Three Village/Ward Melville HS

Wednesday March 23 – South Huntington/Walt Whitman HS

Thursday March 24 – Schreiber HS (Port Washington)

Monday March 28 – Plainview-Old Bethpage MS

Wednesday April 6 – Massapequa (Berner MS)

Tuesday April 12 – Syosset HS

This series of community education programs review everything there is to know about Annuities including the good, the bad and all the different features. Once you know the tax implications, investment options, rates of return, death benefits, and fee structures, you’ll be in a better position to determine whether an annuity should be a part of your retirement planning strategy.

The Legacy Group Instructor: Jeffrey R. Silverman, JD CFP®. Mr. Silverman is a Certified Financial Planner™

Thursday March 21 – South Huntington/Walt Whitman HS

Tuesday March 29 – Farmingdale HS

Wednesday March 30 – Three Village/Ward Melville HS

Tuesday April 5 – Northport (158 Laurel)

Thursday April 7 – Port Washington (Schreiber MS)

Tuesday April 26 – North Babylon HS

Parents of children with special needs have numerous issues to consider in planning for the long-term wellbeing of their child. New tax laws and changes in government benefits add even more complexity to an already challenging situation. When developing a life plan that provides the best future possible it’s important to take into account all factors including special needs trusts, funding the future, guardianship and housing.

The Legacy Group Instructor: Jeffrey R. Silverman, JD CFP®. Mr. Silverman is a Certified Financial Planner™

Monday March 21 – Port Washington

Monday April 4 – Plainview-Old Bethpage MS 

Monday April 11 – Three Village/Ward Melville HS

Monday April 25 – Lindenhurst HS

Monday April 25 – Syosset HS

Monday May 2 – East Meadow HS

Monday May 9 – South Huntington/Walt Whitman HS

Monday May 17 – Northport (158 Laurel)

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LOCATIONS

Nassau
6800 Jericho
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Syosset, NY
11791

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1393 Veterans
Memorial Highway
Suite 307 S
Hauppauge, NY
11788

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2112 Broadway
Astoria, NY
11106

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