In the Community

Highpoint Advisors is happy to sponsor and participate in many community events throughout East Syracuse, NY and the surrounding areas. Look through some of our recent events below. We hope to see you at our next local event!

Retirement Income Planning Workshop

Highpoint Advisors held a client workshop on May 2nd that focused on Retirement Income planning. This event took place at Traditions at the Links (where future events will be held) which is in the clubhouse of the Links at Erie Village golf course. Our partner, Matt Hennessy from Transamerica, helped us present a few ideas to those in attendance. While the focus was on creating and managing sources of income in retirement, we did have a question and answer session where we had a chance to talk about some of the issues facing our clients as they work toward retirement. We thank everyone that joined us and hope that our friends and clients will continue to attend these free events. Here is a copy of the invitation to the event: Highpoint Advisors...

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Kris Is A Guest On WCNY’s Financial Fitness

Financial FitnessOur partner Kris Wadsworth appeared on WCNY's Financial Fitness TV show this week to talk about Retirement Income Planning and all the topics surrounding the decision to retire after a long working career. This is a great show that always provides valuable insight into some of the most important financial planning topics, and we are proud to be represented by Kris - who is an expert on the topic of retirement income planning. Click the link below to watch the full episode. ...

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Article About Post-College Education Planning.

DW DemocracywiseThis article is written by Amanda Watkins of Syracuse University’s Newhouse school about the new realities of graduating college in this poor economy. She needed a qualified financial advisor in central NY to help with her research, and she decided to work with one of our own, AJ Loedel. This is a very timely topic as there have been many developments over the past decade, so I hope this sheds some much needed light on the difficult task of education planning (both pre- and post-college). Published to the Democracywise website, it is very well written and showcases the effects on both the recent grad and the entire family of the graduate. Please click on the link below to view the article. Click HERE to view and/or print the article....

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CNY Business Journal Article

The CNY Business Journal came into our new office the first week of March to interview our partners for a feature article. They wrote a piece which touches on what we stand for and where we came from, and hopefully conveys the fact that we offer the personal attention that is needed in today's challenging economy. Click HERE to read the article or click the logo above to see the article on the CNY Business Journal's website....

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Grand Opening Celebration

Our Grand Opening Celebration on March 1st was a hit! We had a great turn-out from our clients and friends, and really enjoyed chatting and showing off our new office to everyone. Wine was provided by Owera Vineyards and cheese was provided by Yancey's Fancey, both local NY companies. We also had a special guest, Grant Rondeau from Curian Capital, speak to our guests about some recent events in the financial markets. This event was a blast, and we'd like to say thank you to all who came to celebrate with us! Below are some photos of the night. [nggallery id=1]...

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