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.

L to R: Matthew Brown, George Awad, Menzo Case, Steve Pietroicola, Nick Verbanic
L to R: Matthew Brown, George Awad, Menzo Case, Steve Pietroicola, Nick Verbanic
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