Events
Whether it’s keeping up with trends or discussing some other topic, Ammerly is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
June 4, 2026
4:00p - 7:00p
Cetera Investors- Fairport Office
2nd Annual Spring Clutter Clean-Up (Fairport)
Old documents? Electronics? Ammerly Advisors & Cetera Investors are here to help! Drop off your shreddable documents and old electronics, and pick up some knowledge and a tasty treat! Ice cream will be provided, courtesy of LuGia's, who will be on-hand to help welcome in the warm weather and to keep everyone cool! This event is funded in part by Potomac Fund Management and Russell Investments.
June 11, 2026
4:00p - 7:00p
Cetera Investors- Buffalo Office
2nd Annual Spring Clutter Clean-Up (Buffalo)
Old documents? Electronics? Ammerly Advisors & Cetera Investors are here to help! Drop off your shreddable documents and old electronics, and pick up some knowledge and a tasty treat! Food provided by The Cheesy Chick Food Truck. This event is funded in part by Russell Investments & Sammons Retirement Solutions.
July 22, 2026
5:00p - 8:00p
The Vista at Sampson Park
Annual BBQ at The Vista on Seneca Lake
Stop by for some delicious food from Blowin' Smoke BBQ, refreshing drinks, and live music performed by Ben Rossi!
August 26, 2026
12:00p - 3:00p
ESL Ballpark
Redwings Client Appreciation Picnic
This event is our way of saying thank you for being a valued client and a chance to enjoy a relaxed afternoon together outside of the office. It promises to be a fun-filled day with great food, exciting baseball, and fantastic company!
Past Events
May 7, 2026
6:00p - 7:00p
Ventosa Vineyards
A Comprehensive Guide to Tax Intelligent Planning (Geneva)
Join us to learn how you can make smart financial decisions to help minimize taxes and maximize your income during retirement!
April 29, 2026
6:00p - 7:00p
The DeLand House on Main
A Comprehensive Guide to Tax Intelligent Planning (Fairport)
Join us to learn how you can make smart financial decisions to minimize taxes and maximize your income during retirement!
April 21, 2026
6:00p - 7:00p
Agatina's Restaurant
Savvy Social Security Planning Seminar
Are you nearing retirement and wondering how to make the most of your Social Security benefits? Join us to learn how help maximize your retirement income and navigate one of the most important decisions of retirement.
April 16, 2026
6:00p - 7:00p
The DeLand House on Main
Savvy Social Security Planning Seminar *EVENT FULL*
Are you nearing retirement and wondering how to make the most of your Social Security benefits? Join us to learn how help maximize your retirement income and navigate one of the most important decisions of retirement.
April 8, 2026
6:00p - 7:00p
The DeLand House on Main
Savvy Social Security Planning Seminar
Are you nearing retirement and wondering how to make the most of your Social Security benefits? Join us to learn how help maximize your retirement income and navigate one of the most important decisions of retirement.
March 4, 2026
6:00p - 7:00p
Zoom- Link sent after registration
The Hidden Risk Cybersecurity Webinar, 6 PM
The Hidden Risk: Protecting from Identity Theft & Fraud | Presented by: Steve McNally, Director of Advanced Planning, Prudential | Planning for your financial future is a balancing act between risk and reward. Investors need strategies to tackle downside risks and avoid setbacks with their long-term growth. This webinar will discuss "the hidden risk" and provide various strategies for a strong defense against identity theft.
March 4, 2026
12:00p - 1:00p
Zoom- Link sent after registration
The Hidden Risk Cybersecurity Webinar, 12 PM
The Hidden Risk: Protecting from Identity Theft & Fraud | Presented by: Steve McNally, Director of Advanced Planning, Prudential | Planning for your financial future is a balancing act between risk and reward. Investors need strategies to tackle downside risks and avoid setbacks with their long-term growth. This webinar will discuss "the hidden risk" and provide various strategies for a strong defense against identity theft.
February 5, 2026
6:00p - 7:00p
Zoom- Link sent after registration
Market Outlook Webinar
Presented by: Tyler Akerlind, CFA, Senior Research Manager, Cetera Investment Management LLC | Join us for a live session where he'll break down what investors need to know heading into 2026!
December 2, 2025
6:00p - 8:00p
Craft Company No. 6
Holiday Sip & Shop
Join us for a private shopping experience for our clients only! Wine and charcuterie will be provided and Craft Co. has generously agreed to offer 15% off your entire purchase!
November 6, 2025
6:00p - 7:00p
Zoom- Link sent after registration
Long Term Care Insurance Planning 101 Webinar, 6 PM
Presented by Tom Scarfo, VP, Business Development Distribution at Vanbridge Insurance Services | Cetera is under separate ownership from any other named entity. Guest speakers are not registered or affiliated with Cetera.
November 6, 2025
12:00p - 1:00p
Zoom- Link sent after registration
Long Term Care Insurance Planning 101 Webinar, 12 PM
Presented by Tom Scarfo, VP, Business Development Distribution at Vanbridge Insurance Services | Cetera is under separate ownership from any other named entity. Guest speakers are not registered or affiliated with Cetera.
October 21, 2025
6:00p - 7:00p
Zoom- Link sent after registration
Estate Planning Webinar
Lifetime Planning For You & Your Family | Hosted by: Alex Casale, Linda Mastellar, & Jason Mincer, Financial Advisors | Presented by: Scott E. Koldin, Esq. | Cetera is under separate ownership from any other named entity. Guest speakers are not registered or affiliated with Cetera.
September 17, 2025
4:00p - 5:00p
Zoom- Link sent after registration
Clark Capital's Investor Market Update Webinar, 4 PM EST
Clark Capital's Glenn Dorsey, CFA®, CAIA®, Senior Vice President, Head of Portfolio Management, will share expert perspectives on the current market environment and what lies ahead.
September 9, 2025
6:00p - 7:00p
Lorraine's
What Baby Boomers Should Know About Medicare
Hosted by Alex Casale, Linda Mastellar & Jason Mincer, Financial Advisors | Presented by Brian Maust & Robin Leone, Senior Health Plan Specialists | Cetera is under separate ownership from any other named entity. Guest speakers are not registered or affiliated with Cetera.
August 12, 2025
5:00p - 8:00p
The Vista at Sampson Park
Annual BBQ at The Vista on Seneca Lake
Stop by for some delicious food from Blowin' Smoke BBQ, refreshing drinks, and live music performed by Ben Rossi!
July 9, 2025
12:00p - 2:30p
Innovative Field
Redwings Client Appreciation Picnic
This event is our way of saying thank you for being a valued client and a chance to enjoy a relaxed afternoon together outside of the office. It promises to be a fun-filled day with great food, exciting baseball, and fantastic company!
June 28, 2025
11:00a - 2:00p
Cetera Investors
Spring Cleaning Ice Cream Social!
Warm weather is finally here, and it's time to shed the winter blues (and some unwanted clutter as well!) Bring your stuff and join us for a fun "spring cleaning" client event anytime between 11 AM & 2 PM.
June 14, 2025
11:00a - 2:00p
Bridges Barnyard
Bridges Barnyard Client Appreciation
Get an exclusive sneak peak at Bridges Barnyard, opening summer 2025! We've had the Wildlife Rockstars from Bridges for Brain Injury join us for events in the past... This time we want to bring you to them! Bridges Barnyard is their new hands-on animal encounter experience they are launching this year with alpacas, goats, rabbits, and more!
June 3, 2025
6:00p - 7:00p
Ventosa Vineyards
A Comprehensive Guide to Tax Intelligent Planning (Geneva)
Join us to learn how you can make smart financial decisions to minimize taxes and maximize your income during retirement!
May 29, 2025
6:00p - 7:00p
The DeLand House on Main
A Comprehensive Guide to Tax Intelligent Planning (Fairport)
Join us to learn how you can make smart financial decisions to minimize taxes and maximize your income during retirement!
May 8, 2025
6:00p - 7:00p
Ventosa Vineyards
Savvy Social Security Planning For Women (Geneva)
This event is for women... but also for men who have women in their lives! (Wives, sisters, mothers.) It features essential information all women need to have if they are concerned about financial confidence in retirement.
May 7, 2025
6:00p - 7:00p
The DeLand House on Main
Savvy Social Security Planning For Women (Fairport)
This event is for women... but also for men who have women in their lives! (Wives, sisters, mothers.) It features essential information all women need to have if they are concerned about financial confidence in retirement.
April 29, 2025
6:00p - 8:00p
Agatina's
Savvy Social Security Planning For Women
This event is for women... but also for men who have women in their lives! (Wives, sisters, mothers.) It features essential information all women need to have if they are concerned about financial confidence in retirement.
March 6, 2025
6:00p - 7:00p
Zoom- Link sent after registration
Breached! Cybersecurity Webinar, 6 PM
A Guide to Protecting Your Information and Defending Against Identify Theft
March 6, 2025
12:00p - 1:00p
Zoom- Link sent after registration
Breached! Cybersecurity Webinar, 12 PM
A Guide to Protecting Your Information and Defending Against Identify Theft