Charitable Giving Awards
Sep
24
6:30 PM18:30

Charitable Giving Awards

Since our inception, Simmons Capital Group has used two value statements to explain the core values of our firm. “Honest, Objective Financial Advice.” undergirds the services that we provide to our clients. “Improving lives locally, regionally and globally.” informs the “why” behind what we do. From our very beginning, we have desired to improve the quality of life for both our clients and those who are less fortunate. Our annual philanthropy awards have become a small part of our larger charitable endeavors. As many of you know, our founder, Don Simmons travels extensively seeking to improve lives in some of the most impoverished countries of the world. At this year’s event Don will share stories of projects that Simmons Capital Group is helping to finance to alleviate poverty and exploitation, to provide fair and living wage employment in communities with rampant unemployment, to clean and care for our environment and to bring justice, peace, purpose and prosperity in communities where hope has been lost.

Please join us for a complimentary event and dinner reception as we celebrate the organizations who are the recipients of our client’s choice awards for 2019 and to hear compelling stories of Simmons Capital Group’s global impact.

RSVP BY 09.20.19: (518) 406-5624 OR Email RECEPTION@SIMMONSCAPITALGROUP.COM

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Retirement Planning Myths: Sorting Facts from Fiction
Sep
18
6:30 PM18:30

Retirement Planning Myths: Sorting Facts from Fiction

  • Community Resource Federal Credit Union (map)
  • Google Calendar ICS

Speaker: Darren J. Leader, CFA
Director of Research & Financial Planning, Simmons Capital Group


Have you heard this one before? "My expenses will be lower in retirement, so I don't need to save as much now", or what about, " I will only have to look after myself in retirement." Well... are these retirement myths or facts? We will spend some time debunking retirement myths and help you to figure out the answer to the simple question that you've been asking yourself: "Am I ready to retire?"

A free personalized social security analysis will be offered to those that attend this free workshop.

RSVP Limited Seats Available! Please use the TICKETS link below to officially hold your spot.

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Let's bust some retirement planning myths!
Jun
4
6:30 PM18:30

Let's bust some retirement planning myths!

  • Community Resource Federal Credit Union (map)
  • Google Calendar ICS

Have you heard this one before? "My expenses will be lower in retirement, so I don't need to save as much now", or what about, " I will only have to look after myself in retirement." Well... are these retirement myths or facts? We will spend some time debunking retirement myths and help you to figure out the answer to the simple question that you've been asking yourself: "Am I ready to retire?"

Speaker: Darren J. Leader, CFA
Director of Research & Financial Planning, Simmons Capital Group

A free personalized social security analysis will be offered to those that attend this free workshop.

RSVP Limited Seats Available!

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Maximize your Social Security:  Do You Know all Your Options
May
7
6:30 PM18:30

Maximize your Social Security: Do You Know all Your Options

  • Community Resource Federal Credit Union (map)
  • Google Calendar ICS

Speaker Audra K. Higgins, Partner/COO Simmons Capital Group

Timing is everything!  Social security is a pivotal component to your decision making and confidence regarding your income in retirement.  This session will go over the basics of social security, including the impacts of working in retirement, timing of benefits filing and how life changes can impact and sometimes add benefits.  Whether you are single, married, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

 A free personalized social security analysis will be offered to those that attend.

RSVP to the FREE workshop using the button below. Limited Seats Available!

Brought to you by:

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Boom and Bust: What Happens If My Company Can't Pay My Pension
Jan
31
1:00 PM13:00

Boom and Bust: What Happens If My Company Can't Pay My Pension

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

This is an online workshop

Register for the free workshop here: https://www.crowdcast.io/e/xk693gt7

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Socially Responsible Investing: Aligning your investments with your values
Jan
24
6:30 PM18:30

Socially Responsible Investing: Aligning your investments with your values

Love hearing about the wind farms being built or about the newest electric car to hit the market? Seems really intimidating to get involved in such huge scale projects… but maybe not.

Worried that the companies you’re investing in, or want to invest in, might using child labor or aren’t as eco-friendly as you thought? How do you find companies that align with your values?

Learn how to put your money where your mind is with this workshop on Socially Conscious Investing with Darren Leader from Simmons Capital Group. Investing consciously should not only be for the lucky few. Plus, you should be really proud of what you’re investing in. Isn’t it time that we started to care how profits are made, and not just how much profit is made?

Register to attend this free workshop:

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Boom and Bust: What Happens If My Company Can't Pay My Pension
Jan
16
8:00 PM20:00

Boom and Bust: What Happens If My Company Can't Pay My Pension

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

This is an online workshop

Register for the free workshop here: https://www.crowdcast.io/e/6ut8pqlh

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Adulting After College: How to Hunt for & Negotiate Your First Job Offer
Jan
8
6:30 PM18:30

Adulting After College: How to Hunt for & Negotiate Your First Job Offer

Are you getting ready to leave college and are scouting out your real first job? Join our free class to learn all about how to negotiate your first job offer. What, you didn’t know you can negotiate your paid time off and other benefits? Not to mention your salary. We’ll also be covering how to really network like a pro and not make any mistakes in the process. (hint, hint… you can take that summer ice cream job from high school off your LinkedIn).

This workshop is led by Suzanne O’Connor of Sienna College and Darren Leader of Simmons Capital Group.

Workshop is free to attend, please register using the form below.

Name *
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Boom and Bust:  What Happens If My Company Can't Pay My Pension
Dec
3
6:30 PM18:30

Boom and Bust: What Happens If My Company Can't Pay My Pension

  • Town of Ballston Community Library (map)
  • Google Calendar ICS

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

*Please Register by calling the Library, or going directly to the Library Event Calendar.

Hosted by Simmons Capital Group

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When to Take Social Security
Nov
29
7:00 PM19:00

When to Take Social Security

  • Town of Ballston Community Library (map)
  • Google Calendar ICS

Timing is everything! Social security is a vital component to your decision making regarding your income in retirement. This session will go over the basics of social security, including the impacts of working in retirement, timing of benefits filing and how life changes can impact and sometimes add benefits.

A free personalized social security analysis will be offered to those that attend.

*Please register by calling the Library, or going directly to the Library Event calendar.

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Boom and Bust: What happens if my company can’t pay my pension?
Nov
14
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

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Every Man's Philanthropy - How to Overcome saying, "I'd love to give, but..."
Nov
8
6:30 PM18:30

Every Man's Philanthropy - How to Overcome saying, "I'd love to give, but..."

This session will share ways to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.  

We will uncover some of the ways to use forgotten resources, leverage appreciated assets, old insurance policies and utilize investment vehicle solutions with legal entities (like trusts), to efficiently achieve your charitable giving goals while not adversely impacting your plans for and in retirement.

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Boom & Bust - What Happens if My Company Can't Pay My Pension
Nov
7
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

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Boom and Bust: What happens if my company can’t pay my pension?
Oct
24
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

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Impacting Our Communities:  Inspired Stores of Who and How We Serve
Oct
23
6:00 PM18:00

Impacting Our Communities: Inspired Stores of Who and How We Serve

Impacting Our Communities: Inspired stories of who and how we serve

Featured Presentation: Creative Philanthropy - Audra K. Higgins, Partner/COO, Simmons Capital Group

When: Tuesday October 23rd From 6pm to 7pm

Where: Captain CHS, 5 Municipal Plaza Suite 3, Clifton Park, NY 12065

RSVP by October 15th by Calling 518-399-4624 or email ava@captaincares.org or by clicking here.

This session will share ways to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.

We will uncover some of the ways to use forgotten resources, leverage appreciated assets, old insurance policies and utilize investment vehicle solutions with legal entities (like trusts), to efficiently achieve your charitable giving goals while not adversely impacting your plans for and in retirement.

View Event →
Boom & Bust - What Happens if My Company Can't Pay My Pension
Oct
9
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

View Event →
Boom and Bust: What happens if my company can’t pay my pension?
Oct
3
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

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Long Term Care: Strategies and Funding Solutions
Sep
18
7:00 PM19:00

Long Term Care: Strategies and Funding Solutions

Would you be shocked to know that 70% of all of us over age 65 will need long-term care?  As we all are finding ourselves caring for aging parents, it is vital to stay informed on the various financial planning options to address the rising costs of long-term care.  This class will review some basics of long-term care, funding options and hybrid strategies being used today.


Whether you are still working, planning for retirement or in retirement, this class will help clarify what expenses you may encounter in later years and how you may want to begin planning to protect your assets and take control the type of care you wish to receive.
 

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Boom & Bust - What Happens if My Company Can't Pay My Pension?
Sep
18
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension?

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

View Event →