Broker Check

Events

Upcoming Events

February 21, 2024

6:00p - 8:00p

The Retreat

Retire Ready Liverpool, NY - February 21st, 2024

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

February 28, 2024

6:00p - 8:00p

Coppertop Camillus Event House

Retire Ready Camillus, NY - February 28th, 2024

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

March 5, 2024

6:00p - 8:00p

GS Steamers Bar & Grill

Retire Ready Oswego, NY - March 5th, 2024

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

March 21, 2024

6:00p - 8:00p

Mohegan Manor

Retire Ready Baldwinsville, March 21st, 2024

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

Past Events

January 30, 2024

6:00p - 8:00p

Francesca's Cucina

Retire Ready Syracuse, NY - January 30th, 2024

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

January 25, 2024

6:00p - 9:00p

Dinosaur Bar-B-Que

2024 Excelsior Wealth Annual Investor Outlook Meeting

Excelsior Wealth is hosting a 2024 Economic Outlook Dinner where we will focus on the Economy, Markets, and everything our clients should prepare for in the upcoming year.

January 17, 2024

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY - January 17th, 2024

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

November 7, 2023

6:00p - 8:00p

Francesca's Cucina

Retire Ready Syracuse, NY - November 7th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 26, 2023

6:00p - 8:00p

The Retreat

Retire Ready Liverpool, NY - October 26th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 17, 2023

6:00p - 8:00p

Copper Top - Camillus

Retire Ready Camillus, NY - October 17th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 5, 2023

6:00p - 8:00p

The Everson Museum of Art

Client Appreciation Event @The Everson

As a “thank you” for your business we’re hosting a Client Appreciation Event at the beautiful Everson Museum of Art located in downtown Syracuse!

September 19, 2023

6:00p - 8:00p

Craftsman Wood Grille and Tap House

Retire Ready Fayetteville, NY - September 19th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

September 14, 2023

6:00p - 8:00p

Mohegan Manor

Retire Ready Baldwinsville, September 14th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 16, 2023

6:00p - 8:00p

Carver's Steakhouse - Located Inside the Hope Lake Lodge & Conference Center

Retire Ready Cortland, NY - August 16th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 8, 2023

6:00p - 8:00p

The Hamilton Inn

Retire Ready Hamilton, NY - August 8th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 20, 2023

6:00p - 8:00p

Vona's Restaurant

Retire Ready Oswego, NY - July 20th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 18, 2023

6:00p - 8:00p

Francesca's Cucina

Retire Ready Syracuse, NY - July 18th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

June 13, 2023

6:00p - 8:00p

The Brewster Inn

Retire Ready Cazenovia, NY June 13th, 2023

Get the answers to your Social Security and Medicare questions as well as various retirement strategies.

June 6, 2023

6:00p - 8:00p

Copper Top Tavern - Camillus

Retire Ready Camillus, NY - June 6th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

May 3, 2023

6:00p - 8:00p

Tughill Vineyard

Retire Ready Lowville, NY May 3rd, 2023

Get the answers to your Social Security and Medicare questions as well as various retirement strategies.

April 18, 2023

6:00p - 8:00p

The Sherwood Inn

Retire Ready Skaneateles, NY April 18th, 2023

Get the answers to your Social Security and Medicare questions as well as various retirement strategies.

April 15, 2023

2:00p - 4:30p

Movie Tavern

Client Appreciation Event Camillus, NY - April 15, 2023

As a thank you for your business we are hosting a Client Appreciation Event at the Movie Tavern in Camillus!

March 29, 2023

6:00p - 8:00p

Bella Domani Banquets

Retire Ready North Syracuse, NY March 29th 2023

Get the answers to your Social Security and Medicare questions as well as various retirement strategies.

March 15, 2023

6:00p - 8:00p

Mohegan Manor

Retire Ready Baldwinsville, NY - March 15th, 2023

Retire Ready Get the answers to your Social Security and Medicare questions as well as various retirement strategies.

February 7, 2023

6:00p - 8:00p

Copper Top Tavern - Camillus

Retire Ready Camillus, NY - February 7th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

January 31, 2023

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY - January 31st, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

January 25, 2023

6:00p - 8:00p

Dray Bar and Grill

Retire Ready Spartanburg, SC - January 25th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

January 24, 2023

6:00p - 8:00p

Blockhouse Restaurant and Oyster Bar

Retire Ready Greenville, SC - January 24th, 2023

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

November 2, 2022

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY November 2nd, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 20, 2022

6:00p - 8:00p

Cortese Restaurant

Retire Ready Binghamton, NY October 20th, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 19, 2022

6:00p - 8:00p

Delmonico's Italian Steakhouse

Retire Ready Utica, NY October 19th, 2022

Join us for a further look into understanding Social Security, Medicare and Retirement Strategies. Dinner will be served, free of charge to attend.

October 6, 2022

6:00p - 8:00p

Traditions at the Glen Hotel & Spa

Retire Ready Vestal, NY October 6th, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

September 29, 2022

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY September 29th, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

September 22, 2022

6:00p - 8:00p

Vona's

Retire Ready Oswego, NY September 22nd, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 27, 2022

6:00p - 8:00p

Mohegan Manor

Retire Ready Baldwinsville, July 27th, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

June 22, 2022

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY June 22nd, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

May 19, 2022

6:00p - 8:00p

Excelsior Wealth Partners - Dietz Courtyard

Client Appreciation Event May 19th, 2022

Join us as we thank our clients for choosing Excelsior Wealth Partners!

May 18, 2022

6:00p - 8:00p

Sherwood Inn

Retire Ready Skaneateles, NY May 18th, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

May 10, 2022

6:00p - 8:00p

Traditions at the Glen Hotel & Spa

Retire Ready Vestal, NY May 10th, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

April 27, 2022

6:00p - 8:00p

Dinosaur Bar-B-Que

Retire Ready Syracuse, NY April 27th, 2022

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 26, 2021

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY October 26th, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 11, 2021

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY August 11th, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 3, 2021

6:00p - 8:00p

Waterfront Grille

Retire Ready Herkimer, NY August 3rd, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 20, 2021

6:00p - 8:00p

Dinosaur Bar-B-Que

Retire Ready Syracuse, NY July 20th, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

June 24, 2021

6:00p - 8:00p

Excelsior Wealth Partners - Dietz Courtyard

Client Appreciation Event June 24th, 2021

Join us as we thank our clients for choosing Excelsior Wealth Partners!

June 16, 2021

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY June 16th, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

May 11, 2021

6:00p - 8:00p

Borio's Restaurant

Retire Ready Cicero, NY May 11th, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

May 5, 2021

6:00p - 8:00p

Delmonico's Italian Steakhouse

Retire Ready Utica, NY May 5th, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

March 4, 2021

6:00p - 8:00p

Borio's Restaurant

Retire Ready Cicero, NY March 4th, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

March 3, 2021

6:00p - 8:00p

Delmonico's Italian Steakhouse

Retire Ready Utica, NY March 3rd, 2021

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

January 21, 2021

6:30p - 7:15p

Complimentary Webinar Event

Essential Retirement Strategies Post-Covid 19 January 21st, 2021

Matthew Dauksza will offer advice and techniques to those retired, or near retirement.

January 20, 2021

6:30p - 7:15p

Complimentary Webinar Event

Essential Retirement Strategies Post-Covid 19 January 20th, 2021

Matthew Dauksza will offer advice and techniques to those retired, or near retirement.

January 19, 2021

6:30p - 7:15p

Complimentary Webinar Event

Essential Retirement Strategies Post-Covid 19 January 19th, 2021

Matthew Dauksza will offer advice and techniques to those retired, or near retirement.

November 5, 2020

6:00p - 8:00p

Borio's Restaurant

Retire Ready Cicero, NY November 5th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

November 4, 2020

6:00p - 8:00p

Nothin' Fancy Saloon

Retire Ready Vernon, NY November 4th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 29, 2020

6:00p - 8:00p

The Brewster Inn

Retire Ready Cazenovia, NY October 29th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 21, 2020

6:00p - 8:00p

Mohegan Manor

Retire Ready Baldwinsville, October 21st, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 14, 2020

6:00p - 8:00p

Camillus Golf Club

Retire Ready Camillus, NY October 14th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 8, 2020

6:00p - 8:00p

Craftsman Inn & Suites

Retire Ready Fayetteville, NY October 8th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 1, 2020

6:00p - 8:00p

Borio's Restaurant

Retire Ready Cicero, NY October 1st, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 12, 2020

6:00p - 8:00p

Lasca's

Retire Ready Auburn, NY August 12th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 6, 2020

6:00p - 8:00p

Vona's

Retire Ready Oswego, NY August 6th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 30, 2020

6:00p - 8:00p

Craftsman Wood Grille & Tap House

Retire Ready Fayetteville, NY July 30th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 28, 2020

6:00p - 8:00p

Sherwood Inn

Retire Ready Skaneateles, NY July 28th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 23, 2020

6:00p - 8:00p

Borio's Restaurant

Retire Ready Cicero, NY July 23rd, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 21, 2020

6:00p - 8:00p

Pascale Italian Bistro at Drumlins

Retire Ready Syracuse, NY July 21st, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 16, 2020

6:00p - 8:00p

Mohegan Manor

Retire Ready Baldwinsville, NY July 16th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 14, 2020

6:00p - 8:00p

Brewster Inn

Retire Ready Cazenovia, NY July 14th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

May 6, 2020

6:00p - 7:00p

Live Webinar

Retire Like a Pro Virtual Seminar May 6th, 2020

Join us for a further look into understanding Social Security and Medicare.

April 28, 2020

6:00p - 7:00p

Live Webinar

Retire Ready Virtual Seminar April 28th, 2020

Join us for a further look into understanding Social Security and Medicare.

April 21, 2020

6:00p - 7:00p

Live Webinar

Retire Ready Virtual Seminar April 21st, 2020

Join us for a further look into understanding Social Security and Medicare.

April 14, 2020

6:00p - 7:00p

Live Webinar

Retire Ready Virtual Seminar April 14th, 2020

Join us for a further look into understanding Social Security and Medicare.

April 9, 2020

6:00p - 7:00p

Live Webinar

Retire Ready Virtual Seminar April 9th, 2020

Join us for a further look into understanding Social Security and Medicare.

April 8, 2020

6:00p - 7:00p

Live Webinar

Retire Ready Virtual Seminar April 8th, 2020

Join us for a further look into understanding Social Security and Medicare.

March 12, 2020

6:00p - 8:00p

Brewster Inn

Retire Ready Cazenovia, NY March 12th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

February 27, 2020

6:00p - 8:00p

American Foundry

Retire Ready Oswego, NY February 27th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

February 26, 2020

6:00p - 8:00p

Excelsior Wealth Partners

February 12, 2020

6:00p - 8:00p

Dinosaur BBQ

Retire Ready Syracuse, NY February 12th, 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

January 30, 2020

6:00p - 8:00p

Borio's Restaurant

Retire Ready Cicero, NY January 30th 2020

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

January 22, 2020

6:00p - 8:00p

Lasca's

Retire Ready Lasca's Auburn, NY 1/22/20

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

January 16, 2020

6:00p - 8:00p

Craftsman Inn Wood Grille

Retire Ready Thursday 1/16/20

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

November 14, 2019

6:00p - 8:00p

Mason Jar Restaurant

Retire Ready Thursday November 14th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

November 7, 2019

6:00p - 8:00p

The Craftsman Wood Grille

Retire Ready Fayetteville, NY Thursday, November 7th

Please join us for a further look into understanding Social Security and Medicare.

October 30, 2019

6:00p - 8:00p

Aqua Vino

Retire Ready Utica, NY October 30th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 29, 2019

6:00p - 8:00p

Chop House

Retire Ready Syracuse, NY October 29th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 23, 2019

6:00p - 8:00p

Inn of the Seasons

Retire Ready Syracuse, NY October 23rd

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 17, 2019

6:00p - 8:00p

Brewster Inn

Retire Ready Cazenovia, NY October 17th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 16, 2019

6:00p - 8:00p

Mohegan Manor

Retire Ready Baldwinsville, NY October 16th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 10, 2019

6:00p - 8:00p

Craftsman Wood Grille

Retire Ready Fayetteville, NY October 10th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

October 1, 2019

6:00p - 8:00p

Borio's Restaurant

Retire Ready Cicero, NY October 1st

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

September 19, 2019

6:00p - 8:00p

The Fireside Inn

Retire Ready Baldwinsville, NY September 19th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

September 18, 2019

6:00p - 8:00p

Francesca's Cucina

Retire Ready Syracuse, NY September 18th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

September 12, 2019

6:00p - 8:00p

The Wildcat

Retire Ready Camillus, NY September 12th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 27, 2019

6:00p - 8:00p

Francesca's Cucina

Retire Ready Syracuse, NY August 27th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 22, 2019

6:00p - 8:00p

Craftsman Wood Grille

Retire Ready Fayetteville, NY August 22nd

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

August 20, 2019

6:00p - 8:00p

The Retreat

Retire Ready Liverpool, NY August 20th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 25, 2019

6:00p - 8:00p

Craftsman Wood Grille

Retire Ready Fayetteville, NY July 25th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

July 23, 2019

6:00p - 8:00p

Borio's Restaurant

Retire Ready Cicero, NY July 23rd

Join us for a further look into understanding Social Security and Medicare.

June 27, 2019

6:00p - 8:00p

Our Offices - Quad Area

June 19, 2019

6:00p - 8:00p

Craftsman Wood Grille

Retire Ready Fayetteville, NY June 19th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

June 14, 2019

12:00p - 1:15p

Craftsman Wood Grille

Financial Advisor Workshop June 14th

Join the Excelsior Wealth Partners team in Syracuse, NY on Friday, June 14th for a special event to help Financial Advisors grow their business in 2019! 

June 13, 2019

6:00p - 8:00p

Sky Armory

June 12, 2019

6:00p - 8:00p

Francesca's Cucina

Retire Ready Syracuse, NY June 12th

Join us for a further look into understanding Social Security and Medicare. Dinner will be served, free of charge to attend.

May 21, 2019

6:00p - 8:00p

The Retreat

Retire Ready Liverpool, NY May 21st

Join us for a further look into understanding Social Security and Medicare

May 1, 2019

6:00p - 8:30p

Traditions at the Links

Retire Ready East Syracuse, NY May 1st

Join us for a further look into understanding Social Security and Medicare

April 24, 2019

6:00p - 8:00p

The Palace Theatre

Retire Ready Syracuse, NY April 24th

Join us for a further look into understanding Social Security and Medicare

April 23, 2019

6:00p - 8:00p

Craftsman Wood Grille

Event Registration


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