Generations Bank Hosted Inaugural Investor Symposium
Seneca Falls, N.Y. – Generations Bank and its affiliate Generations Investment Services hosted its first investment symposium on October 25th at the Holiday Inn Seneca Falls/Waterloo.
Menzo Case served as the host of the event together with George Awad, Investment Advisor and Registered Principal of Generations Investment Services. Speakers included:
Nick Verbanic of Nottingham Advisors spoke on The State of the US Economy
Steven Pietroicola of Eaton Vance spoke on New York State Municipal Bond Funds from a Tax Standpoint
Matthew Brown of TransAmerica Capital spoke on Variable Annuities to Complement your Portfolio
The symposium wrapped up over lunch and there is a plan to host a second symposium next year.