Events

Buffered Protection: LIVE WEBINAR WITH INNOVATOR ETF'S

Join us for a live webinar with Innovator ETFs to learn how Buffered ETFs help manage portfolio risk by limiting downside exposure while maintaining growth potential. Hear directly from an Innovator representative about how these Defined Outcome strategies work.

You're Invited: Celebrate the opening of our new West Hartford location!

5 - 6PM: Presentation by Medicare Specialist Mark Brownstein 6 - 7:30PM: Toasts, Apps, and Schmooze

Live Webinar on Current Market Turbulence

Brunch & Learn at the Kinderhook Library

Start your new year right with guidance on organizing your financial, legal, and tax affairs.

You're Invited! Siena Zoom Holiday Celebration

An inspiring Zoom holiday event featuring Richard Antoine White's transformative life story, musical performance, and a meaningful charitable contribution.

Celebrate the union of Siena Private Wealth and Asset Strategies!

OpenAI: Demonstration and Impact EVENING WEBINAR

Siena Private's Lead Advisor, Marisa Rothstein, and Client Services Specialist, Laura Reynolds, will show you around ChatGPT, OpenAI's language model. Witness firsthand the capabilities of this tool, which can understand and generate human-like text. We will then discuss the potential impacts of OpenAI, including our predictions on how OpenAI is poised to impact the stock market and workplace. We will also consider the potential dangers of this technology. In particular, how can OpenAI make it easier for scam artists and corporations to take advantage of you? We will delve into strategies for safeguarding your privacy and security in an AI-driven environment.

OpenAI: Demonstration and Impact Discussion

Siena Private's Lead Advisor, Marisa Rothstein, and Client Services Specialist, Laura Reynolds, will show you around ChatGPT, OpenAI's language model. Witness firsthand the capabilities of this tool, which can understand and generate human-like text. We will then discuss the potential impacts of OpenAI, including our predictions on how OpenAI is poised to impact the stock market and workplace. We will also consider the potential dangers of this technology. In particular, how can OpenAI make it easier for scam artists and corporations to take advantage of you? We will delve into strategies for safeguarding your privacy and security in an AI-driven environment.

Social Security: Making it Work for YOU

Certified Financial Planner Marisa Rothstein will outline the key rules and considerations for claiming Social Security and provide you the tools to optimize your Social Security benefits for your personal retirement goals. Breakfast & coffee will be served!

2021 Tax Strategies Webinar

Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

5 Charities You Should Know. A Virtual Meet & Greet!

Join through zoom, beginning at 8:15pm on 2/11, for an evening of hope, inspiration, and brightness. Meet 5 incredible charities working to make the world a better place.