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John G. Ullman & Associates, Inc.

@jgua_hq

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Since 1978, John G. Ullman & Associates has been here to help clients with everything their money touches. Learn more today at the link in our bio!

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It’s the official Red Hook Village Halloween parade and you all turned out in the spookiest, funniest, wackiest costumes and we are here for it! A good time was had by all while @981kze spun some spooky tunes, @jgua_hq sponsored our balloon arch crafted by @poppinpartycreations and brought treats, @migliorellifarm brought delicious apples and pumpkins for a special round of ring toss. Then after that, it was time for a parade and trick-or-treating the village businesses. Thanks to all who came out and made it a fun community event. And of course thank you to our sponsors as well as Red Hook Village government and Red Hook Police department for helping make everything run smoothly and safely. Happy Halloween! 🎃 #redhookny

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Small business owners, are you thinking about retirement?

Our Retirement Planning Series continues on October 29 with Retirement for Small Business Owners, presented in partnership with John G. Ullman & Associates, Inc.

Featuring Shawn Twigg, CFP®, this virtual webinar will cover retirement accounts, contributions, and tax basics to help you better understand your options and plan for the future.

Register at the link in our bio.

Thursday, October 29
9:00 AM
Virtual Webinar

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Small business owners, are you thinking about retirement?

Our Retirement Planning Series continues on October 29 with Retirement for Small Business Owners, presented in partnership with John G. Ullman & Associates, Inc.

Featuring Shawn Twigg, CFP®, this virtual webinar will cover retirement accounts, contributions, and tax basics to help you better understand your options and plan for the future.

Thursday, October 29
9:00 AM
Virtual Webinar

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A special thank you to our Presenting Sponsor, John G. Ullman & Associates, Inc., for their generous support of Rhinebeck Rotary’s 1st Annual Pickleball Tournament. @jgua_hq

Their sponsorship is helping us bring the community together for a day of play while raising funds to support Rhinebeck Rotary’s work.

Join us Wednesday, September 30, at Rolin Fields Center. Register at RhinebeckRotary.org.

#RhinebeckRotary #PickleballTournament #JohnGUllmanAssociates #HudsonValley #RedHookNY #RhinebeckNY #RotaryInAction

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Rhinebeck Rotary’s 1st Annual Pickleball Tournament is coming to Rolin Fields Center on Wednesday, September 30!

We are especially grateful to our Presenting Sponsor, John G. Ullman & Associates, Inc., whose generous support is helping make this inaugural event possible.
@jgua_hq

Join us for women’s, men’s and mixed doubles from 9 am to 5 pm. Registration is $200 per team or $100 per individual, with breakfast and lunch included.

Sponsorship opportunities are also available from $100 to $350, with recognition at the tournament and on social media.

Register or become a sponsor at RhinebeckRotary.org or LINK IN BIO ➡

#RhinebeckRotary #PickleballTournament #HudsonValleyEvents #RedHookNY #RhinebeckNY #RotaryInAction

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Join the Clemens Center and @jgua_hq for a free event on Investing Strategies for Retirement Income. Next week there will be an educational presentation designed to help retirees and pre- retirees better understand how investment decisions may impact retirement income, portfolio sustainability, and long term financial flexibility.

This session is part of the Retirement Roadmap Financial Education Series which is a collection of educational programs designed to help individuals navigate key financial decisions as they approach and move through retirement.

Reserve your seating here at www.clemenscenter.org

#clemenscenter #discoverchemung #elmiradowntown #myflx

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What a great night! Thank you to everyone who came out, sponsored, donated, volunteered, bid in the silent auction, joined the 50/50 raffle, and helped make the evening such a success.

Because of your generosity, we raised important funds that will help us support our local community throughout the year.

We had wonderful food and drinks, great music, an awesome silent auction, and such a fun evening celebrating service in Rhinebeck. We are so grateful to everyone who made it possible.

#RhinebeckRotary #SpiritOfService #RhinebeckNY #CommunityService #HudsonValleyEvents #ThankYou #LocalCommunity #RotaryInternational

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United Way of the Southern Tier would like to thank everyone who attended and supported the “Every Drop Counts” community awards dinner. What an incredible evening honoring the individuals and organizations who go above and beyond to make our community stronger, kinder, and more connected.

We are proud to recognize this year’s award winners:

💦 Community Impact Legacy Award - Corning Incorporated
💧 Every Drop Award (Community) – Corning Credit Union
💦 Every Drop Award (Corning) - United Steelworkers Local 1000
💧Every Drop Award (Community) – Patty Howe
💦 Every Drop Award (Corning) - Charles Gardiner
💧 Every Drop Award (Community) – Bobbie and John Ullman
💦 Every Drop Award (Corning) - Kristine Dale

Thank you for all that you do—and for being such an important part of this special evening. 💙 #unitedistheway

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“Am I saving enough?”
“When should I start?”
“What do I actually need?”

Get answers at Retirement 101 with @jgua_hq on April 29th at Centerway ExecuCenter!

🔗 Register here: https://bit.ly/RetirementJGUA1

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What if retirement wasn’t something you wait for… but something you design?

Join us for Planning for Early/Unexpected Retirement with J. Ullman — a thoughtful, practical workshop focused on building a clear path toward financial independence, on your terms.

Whether you’re just getting started or refining your long-term strategy, you’ll walk away with a better understanding of how to make your money work for the life you actually want.

📍 Rhinecellar Lounge @rhinecellarlounge
🗓 Thursday 3/19 5:30 - 7:30pm

Reserve your spot now.

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Thank you to our Silver Sponsor, John G. Ullman & Associates!

@jgua_hq

Founded in 1978, John G. Ullman & Associates operates in New York and North Carolina. As a Registered Investment Advisor (RIA), we offer comprehensive financial planning and investment management services. Our in-house model provides clients direct access to a diverse team of financial planners, tax professionals, investment researchers, and legal professionals.

Learn more: jgua.com

Interested in registering for the upcoming 5th Annual Lifelong “CAARES” Conference? Visit the link in our bio!

#Sponsor #ThankYou #LifelongCAARESConference

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Join us for an evening of meaningful connections, great conversation, and craft brews at NoDa Brewing Company.

📍 150 W 32nd St | Charlotte, NC

🗓 Thursday, January 22

⏰ 5:00 – 7:00 PM
Connections on Tap is designed to bring together professionals from across Charlotte’s business community, whether you’re looking to expand your network, spark new collaborations, or simply connect with like-minded people in a relaxed setting.
This event is proudly hosted by John G. Ullman & Associates, SL Home Group, and Minted Capital Mortgage- organizations built on trusted relationships and personalized guidance.

Craft brews
Delicious bites
Real conversations that go beyond exchanging business cards

There’s no cost to attend, but registration is required and space is limited.
Reserve your spot and come raise a glass with Charlotte’s business community.

#ConnectionsOnTap #CharlotteNetworking #MintedCapital #CLTEvents #BusinessNetworking NoDaCharlotte CharlotteProfessionals

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