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News & Events

Meet our Xceed Wealth Management Financial Consultant

Our Financial Consultants are registered with LPL Financial, and are dedicated to helping Xceed members work towards their retirement and investment goals. They provide a personal approach and offer their experience and expertise in investments, insurance, and wealth management.

An Xceed Wealth Management Financial Consultant will be on site to help answer any financial planning and investment questions you may have, and to help get you on the path towards meeting your financial goals.

Info

Dates:
Wednesday, January 22, 2020
Thursday, January 30, 2020

Time:
11:00 A.M. – 2:00 P.M. PST

Location:
The Plant
2195 Monterey HWY,
Suite 50
San Jose, CA 95125

RSVP to 800.222.9328 or xwmg@lpl.com

Click here to schedule a personal consultation.

Work, Life and Money Seminar

For many people, balancing the responsibilities related to work, family life and money is challenging. This seminar will help you focus on what’s important and how to improve the balance in your life. Since personal financial habits. play a major role in successfully reaching that goal, three solid financial habits are discussed in detail:

  • Determining your financial well-being score
  • Reviewing personal finances
  • Keeping big goals on track

Info

Dates:
Thursday, February 6, 2020

Time:
6:00 P.M. EST

Location:
Main Street
189 W. Main ST
Webster, NY 14580

RSVP to 800.222.9328 or xwmg@lpl.com

Click here to contact Harvey Reiner or schedule a personal consultation.

Building a Strong Financial Future Seminar

Strategies for Age 45 to Retirement. This free seminar focuses on retirement savings needs, how to estimate Social Security benefits, and the impact on inflation. Different asset allocation strategies are outlined, as well as estate planning considerations and new tax rules.

Note: This is a hands-on working seminar. Be sure to bring a calculator and information about your budget, assets, and expenses.

Info

Dates:
Wednesday, February 26, 2020

Time:
6:00 P.M. EST

Location:
Stone Ridge
1560 W. Ridge Rd
Rochester, NY 14615

RSVP to 800.222.9328 or xwmg@lpl.com

Click here to contact Harvey Reiner or schedule a personal consultation.

General Enrollment Retirement Within Reach Seminar

You’re invited to the next Enrollment Meeting. Take action by enrolling in your plan. At this informative workshop, you’ll learn:

  • Why starting to invest early is critical to your retirement
  • The Benefits of enrolling in your plan
  • How to put yourself on the path toward retirement with the help of your Retirement Results Team

Info

Dates:
Thursday, February 27, 2020

Time:
6:00 P.M. EST

Location:
Pittsford
3330 Monroe Ave
Rochester, NY 14618

RSVP to 800.222.9328 or xwmg@lpl.com

Click here to contact Eric Schwilk or schedule a personal consultation.

Living Trusts and Estate Planning Seminar

Join Xceed Wealth Management Group and Affinity Trusts for a complimentary webinar featuring Natalie Spiwak President – Affinity Trusts.

AT THIS SEMINAR WE WILL REVIEW HOW TO:

  • Avoid the pitfalls of using joint ownership as a way to transfer property
  • Empower the right person to manage your finances and make medical decisions for you in the event of incapacitation
  • Nominate guardians and provide for minor children
  • Distribute assets according to your wishes
  • Establish a Living Trust to avoid probate

Info

Dates:
Friday, March 20, 2020

Time:
6:00 P.M. EST

Location:
Main Street
189 W. Main ST
Webster, NY 14580

RSVP to 800.222.9328 or xwmg@lpl.com

Click here to contact Harvey Reiner or schedule a personal consultation.

Seating is Limited. 
Food will be served.

General Enrollment Retirement Within Reach Seminar

You’re invited to the next Enrollment Meeting. Take action by enrolling in your plan. At this informative workshop, you’ll learn:

  • Why starting to invest early is critical to your retirement
  • The Benefits of enrolling in your plan
  • How to put yourself on the path toward retirement with the help of your Retirement Results Team

Info

Dates:
Thursday, March 26, 2020

Time:
6:00 P.M. EST

Location:
Stone Ridge
1560 W. Ridge Rd
Rochester, NY 14615

RSVP to 800.222.9328 or xwmg@lpl.com

Click here to contact Harvey Reiner or schedule a personal consultation.

Living Trusts and Estate Planning Seminar

Join Xceed Wealth Management Group and Affinity Trusts for a complimentary webinar featuring Natalie Spiwak President – Affinity Trusts.

AT THIS SEMINAR WE WILL REVIEW HOW TO:

  • Avoid the pitfalls of using joint ownership as a way to transfer property
  • Empower the right person to manage your finances and make medical decisions for you in the event of incapacitation
  • Nominate guardians and provide for minor children
  • Distribute assets according to your wishes
  • Establish a Living Trust to avoid probate

Info

Dates:
Friday, August 14, 2020

Time:
6:00 P.M. EST

Location:
Pittsford
3330 Monroe Ave
Rochester, NY 14618

RSVP to 800.222.9328 or xwmg@lpl.com

Click here to contact Eric Schwilk or schedule a personal consultation.

Seating is Limited. 
Food will be served.

Living Trusts and Estate Planning Seminar

Join Xceed Wealth Management Group and Affinity Trusts for a complimentary webinar featuring Natalie Spiwak President – Affinity Trusts.

AT THIS SEMINAR WE WILL REVIEW HOW TO:

  • Avoid the pitfalls of using joint ownership as a way to transfer property
  • Empower the right person to manage your finances and make medical decisions for you in the event of incapacitation
  • Nominate guardians and provide for minor children
  • Distribute assets according to your wishes
  • Establish a Living Trust to avoid probate

Info

Dates:
Wednesday, February 19, 2020
Wednesday, April 22, 2020
Wednesday, August 19, 2020
Thursday, October 15, 2020

Time:
6:00 P.M. PST

Location:
El Segundo
837 N. Douglas Street
El Segundo, CA 90245

RSVP to 800.222.9328 or xwmg@lpl.com

Click here to schedule a personal consultation.

Seating is Limited. 
Food will be served.

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