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Events

We host an informal discussion lunch at Dinosaur BBQ for employees and retirees quarterly.

RSVP is requested.

PLEASE CALL 315-696-5668 to RSVP or email Peter at peter@songviewfinancial.com for more information.

*If you would like to be added to our email group to receive invitations to these events, please email Peter at peter@songviewfinancial.com*

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

December 3, 2020

12:00p - 12:30p

Anywhere!

Webinar - Social Security - The Choice of a Lifetime

We are hosting a webinar on December 3rd at 12 noon. The topic will be regarding Social Security. You won't want to miss it! Sign up today.

November 19, 2020

12:00p - 1:00p

Anywhere!

Webinar - After the Election: What to Consider in the Markets Now

We will be hosting a webinar on Thursday, November 19th at 12 noon to discuss the Market after the election.

October 6, 2020

12:00p - 12:30p

Anywhere!

Lump Sum vs Annuity Pay Out - Webinar with Peter

We will be hosting a webinar on Tuesday, October 6th at 12 noon to discuss the Lump Sum vs Annuity Pay Out. 

September 17, 2020

12:00p - 1:00p

Anywhere!

The Basics of Medicare - A Webinar with Peter

We will be hosting a webinar on September 17th at 12 noon. The topic is 'The Basics of Medicare.' You are invited to attend! Registration is required.

July 30, 2020

12:00p - 12:30p

Anywhere!

10 Things You Should Know About Retirement - A Webinar with Peter

Due to current circumstances, our quarterly luncheons at Dinosaur BBQ have been postponed until further notice. We will be hosting a webinar on July 30th at 12 noon. You are invited to attend! Registration is required.

June 25, 2020

12:00p - 12:45p

Anywhere!

Webinar with Peter

Please join us for our upcoming webinar "How to Retire." We'll be doing a basic overview of the areas you need to look at before retiring. Feel free to invite your friends and loved ones. Register today!

December 5, 2019

12:00p - 1:00p

Dinosaur BBQ

Lunch at Dinosaur BBQ

Our next quarterly luncheon will be held on December 5th. More information coming soon!

Event Registration