Presentations

Medicare 101

Getting close to Medicare age?

Already eligible but want to know more?

Please join us this educational event to learn the A, B, C and Ds of Medicare. During this one hour presentation, we will discuss Original Medicare, Medicare Supplement Plans, Prescriptions Drug Plans and Advantage Plans. This is a time for you to bring all your questions. Independent insurance brokers, Vicki James and Terry James of Medicare EASY! will review timelines, penalties and the different paths for individuals when it comes to Medicare.

Zoom Meetings: Every 2nd Wednesday at 6:30

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In Person Meetings: Last Wednesday at 6:30

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Presented By:

Terry James

 

Vicki M James, MBA, and Terry James are Brokers who represent all the area insurance companies and specialize in Medicare, Health Insurance for retirees, Long Term Care Insurance, Life Insurance and Health Insurance for small businesses. Their clients are typically located across Western New York, specifically the Rochester area and surrounding counties.

 

 

Summer Educational Series

We are very excited to be hosting a number of local professionals in our Summer Educational Event! We have selected individuals in the Rochester area that are leaders in their industries that we believe will discuss topics that you will find relative and informative. The subject matter experts will be spending an hour educating you on a topic of their choice. We have asked that the seminar remain a safe place for learning where questions relative to the topic are welcome and that no sales take place during the seminar. Every one of the experts speaking during this series of events are individuals that we know and trust. We hope that you are able to attend at least one of the topics or as many as you wish.

All Meeting are hosted on Zoom at 6:30PM Tuesday evenings with specific dates and topics listed below.

Here is the line up for our Summer Educational Event!

6/21/22- Saving Money on your Auto & Home Insurance - Do's and Don'ts

Are you interested in saving money on your Auto & Home Insurance?  With costs increasing everywhere we understand the desire to reduce expenses and we want to help!   Insurance experts Megan Mills and Cynthia Fields will provide you with the Do's and Don'ts for trying to reduce your insurance costs.  What are some things you can do to decrease your premiums and what should you avoid changing.  Our agency cares about saving you money but also we want to make sure that you stay protected.  

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Presented By:

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Megan Mills & Cynthia Fields
Phone/Text: 585-678-8008
Email: [email protected]
Website: https://themillsagency.com

Megan is the owner of the Flanagan Mills Agency. She has worked in the insurance industry for 15 years in various capacities. Megan opened her own agency in October 2015.  The most rewarding part of owning her own agency is to work with customers daily on developing the best insurance program for their needs. Megan’s key strengths include relationship building, networking, and the ability to build trust and respect.  Megan has a large family in upstate New York and currently lives in Rochester with her husband, Brady, daughter, Ada, and son, Jackson.

Prior to beginning her work with the Flanagan Mills Agency in summer 2020, Cynthia worked for 20 years at Chase Bank serving in various roles. She excels in relationship building and is excited to start working with all of our amazing customers.  Cynthia is actively involved in her church, loved to spend time with her family and friends, loves to be outdoors, and is a designer handbag aficionado.

 

6/28/22- Should I Stay or Should I Go Now!

Our Home is Our Largest Asset!  How, What, When do WE need to Move OR Do We Stay?  This Topic can be a daunting task and process that seems overwhelming and ever changing, until we have a plan as a road map.  What are Our options? How do We make Our home work for Our needs? What do We do first? In this class we will discuss options, discuss current housing market conditions, how did the housing market get to this current point AND most importantly what may be YOUR best Path!  

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Presented By:

Bob Ruhland, Associate Broker
Keller Williams Real Estate Sales, Purchases and Investor

 

Bob Ruhland, Associate Broker, 
Keller Williams Real Estate Sales, Purchases and Investor
2000 Winton Road, Bldg 1, Suite 201
Rochester, NY 14618
Cell:         585-303-6607 
Email:      [email protected]
Website:  www.BuySellRochesterHomes.com

About Robert Real estate experience began at age fourteen remodeling my parent’s home
In 1985, began renovating 1920 Tutor style homes in Dallas, Texas.
In 1989, became co-owner of the Neon Group, a real estate development company, specializing in old home renovations and property management in Dallas, Texas.
I have 18 years in Quality, Customer Service, Process Improvement and Business Experience.

Organization Affiliations include:
Greater Rochester Association of Realtors
Member of Perinton & East Rochester Chamber of Commerce
Canal Side Trail Blazers (CTN) Networking Member
Supporting member of Fairport Historical Society
Fairport Little League Sponsor

Past Organization Affiliations include:
Fairport-Perinton Merchants Association Board Member
National Eagle Scout Association Member
Rochester Professional Consultants Network 2003/04 President
3rd Degree Mason, member Transportation Lodge 842

Honors Received:
Sales Master PLATINUM Award 2016 & 2018
Sales Master Gold Award 2005 - 2010 & 2012 - 2015 & 2017
Keller Williams GR Triple Gold Medallion Award for Excellence
Nominated Woman’s Council of Realtors Rookie of the Year
Business Network International 2004 Notable Networker Award
Daniel Carter Board, Masonic Eagle Scouter Award

 

7/12/22-Retirement Transition Planning: Navigating the Pitfalls of Retirement

A discussion about the biggest risks in retirement such as longevity, market volatility, withdrawal rates, inflation/taxes, and the importance of having a plan.  

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Presented By:

Corey King, Financial Planner

 

Corey King, Financial Planner
https://www.psandeplantoprosper.com/
PS&E LLC
200 Meridian Centre, Suite 150
Rochester, New York 14618
(585)350-7225 / (260)455-9632 fax
[email protected]

Corey takes pride in using a personalized approach to help his clients design and implement customized financial strategies – giving them the information and confidence they need toward achieving their financial goals.  He is dedicated to developing and implementing financial plans for individuals, and business owners; while focusing on building long standing relationships with each of his clients.  Corey provides guidance to his clients in all areas of financial planning including Investment Planning, Retirement Planning, Estate Planning Strategies, Personal Risk Management and Insurance, Tax Reductions Strategies, Business Owner and Succession Planning.

Corey has been working in the financial industry since 2012 and earned his Licensing in 2013.  He holds FINRA Series 7 and 66 registrations, as well as his Life, Accident and Health License.

Prior to entering the financial industry, Corey was a student at the University of Rochester, where he earned a bachelor’s degree while studying finance, economics, and business.

Currently residing in Rochester, Corey is originally from Fredonia, NY.  An avid outdoorsman he can be found fishing or hunting in his off time.  Corey is also a member and former president of the Rochester Colonials Rugby Football Club.

 

7/19/22- Retirement Mortgage: Moving Forward in Reverse (Reverse Mortgages)

Taking the mis-understanding and confusion out of the Reverse Mortgage. How to use the equity in a home in ways to benefit the Home Owner who created it.  

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Presented By:

Mark Cataldo, Sr. Mortgage Officer; NMLS #372091

 

Mark Cataldo, Sr. Mortgage Officer; NMLS #372091
C. 585-734-5803
1674 Empire Blvd. Suite 200 | Webster, NY 14580NMLS #44812
O. 585-288-2930 ext 103 | F. 585-446-0423
www.preferredmortgagecorp.com  NMLS #44812

My lending experienced spans over 3 decades and includes all aspects of lending.  This includes working with a small Credit Union, a regional bank and a large National Lender.  My duties included collection, structuring loan work outs and origination of mortgages for new home buying and refinances.  The Reverse Mortgage product was shown to me in 1988 after Regan signed the Reverse Mortgage Bill.

 

8/2/22- Right-Sizing in Today's Market

Are you ready to maximize your equity and make a move to a lower-maintenance lifestyle? Our marketing and strategic goal-setting will help you achieve just that! Right-sizing for today's market combines cutting-edge technology, thoughtful design and staging, industry-leading marketing, and a custom game plan that fits YOUR needs in YOUR timeframe. The Nathan Wenzel Team is excited to meet you and present this program!  

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Presented By:

 

Nathan Wenzel
Licensed Associate Real Estate Broker, Howard Hanna
57 Monroe Avenue
Pittsford, NY 14534
Cell: 585-764-1117
[email protected]
www.NathanWenzelRealEstate.com

Real Estate has long been a passion of mine, and my ultimate goal has always been to make people happy through building friendships and partnerships. As your Realtor, I build relationships with you, cooperating agents, and other buyers/sellers so that the number one person positioned properly is YOU. My goal is to work with you, your children, and your grandchildren - real estate is a personal aspect of life and I love helping you and your family achieve your dreams! I've been in real estate for 10 years. My beautiful wife, Justine, who is a Mary Kay Independent Sales Director and cofounder of Roc Girl Bosses, my dog Rey; and I live in North Winton Village, where we enjoy walking to restaurants and Netsins Ice Cream. I like to unwind by playing in a volleyball league, skiing at Bristol, and sailing competitively! We always strive to live life - and home - to the fullest!  

Link to my Youtube video: https://youtu.be/L5qeB7Ss1tE

 

8/9/22- Estate Planning Strategies and 6 Common Mistakes To Avoid

Many people assume estate planning is just for the wealthy.  However, any individual who owns property, assets, insurance, or provides for loved ones should have an estate plan, regardless of its value, and should consider creating one sooner rather than later.  In this presentation, we’ll discuss general estate planning strategies individuals should consider, and 6 common mistakes to avoid when developing your estate plan.

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Presented By:

Michelle DiRenzo, CFP®, ChFC®, CDFA®

 

Michelle DiRenzo, CFP®, ChFC®, CDFA®
Partner
MAPSTONE|VERITAS
175 Corporate Woods, Suite #250, Rochester, New York 14623
585.475.8443 / 585.292.1569 (fax)
E: [email protected]

PROFESSIONAL EXPERIENCE
I started in the financial services industry in 2011 with the goal of helping individuals maintain a balanced lifestyle by assisting them with strategies to build, grow, and protect their wealth. After witnessing firsthand how the Great Recession of 2008 affected my family and the people close to me, I’ve become passionate about helping people make confident financial decisions for their families. I have spent much of my career obtaining additional certifications, and feel as though education is one of the most important resources I can provide my clients. I focus on comprehensive wealth management, including retirement strategies and tax planning. I am also certified in divorce financial planning.

I grew up on Long Island and currently reside in the city of Rochester with my husband, Jake. I spend much of my free time exercising and enjoying the outdoors. Jake and I both love hiking and often travel to find nice trails with a great view. I’m also a big baseball fan, and if our travels ever take us to somewhere the Yankees are playing, you can bet we’ll catch a game.

EDUCATION

  • 2007 graduate of West Islip High School in West Islip, NY
  • 2011 graduate of SUNY Geneseo, B.A. in Economics and International Relations, with a concentration in the Global Political Economy
  • Series 7 and 66 securities registrations
  • NY Life, Accident, and Health Insurance licenses
  • CFP® (CERTIFIED FINANCIAL PLANNERTM) designation
  • ChFC® (Chartered Financial Consultant) designation
  • CDFA® (Certified Divorce Financial Analyst) designation

COMMUNITY
I am a member of the Canalside Trailblazers Networking Group and have stayed very active in the Geneseo community, currently serving as the chair of the SUNY Geneseo Rochester Alumni Council.