New York Financial Advisory Group of Janney Montgomery Scott LLC

01/01/2026

Don’t forget to register for our exclusive presentation to hear Janney’s Investment Strategy Group’s insights on what’s next for the economy and markets in the coming year.

Register Here: https://bit.ly/44VmhGG

12/19/2025

Planning how to tackle tasks becomes much easier once you've mastered prioritizing and managing a to-do list.

Learn 13 different strategies for managing a to-do list that can improve your time management skills and increase productivity.

12/18/2025

Willl the market’s momentum from 2025 continue? How should you adjust your portfolio? What are 2026’s economic risks? In this next virtual client event, we’ll set the stage on what you can expect in the coming year. You won’t want to miss it!

Register Here: https://bit.ly/4pKhdNz

12/06/2025

Join our exclusive presentation to hear Janney’s Investment Strategists’ views on the current state of the economy and markets, their outlook for 2026, and what you should know about the potential impact on your portfolio strategy.

Register Here: https://bit.ly/3KKCveH

12/04/2025

Giving back feels good—and with the right strategy, it can be smart too.

Explore how updates under the One Big Beautiful Bill Act may influence your charitable plans and your tax outlook: https://bit.ly/3KqqMSy

12/01/2025

The 2026 retirement plan contribution limits are here! If you sponsor a 401(k) plan, this guide includes new 2026 contribution and compensation limits, including the new Roth catch-up threshold.

10/09/2025

Register now for Janney’s exclusive webinar to learn strategies and considerations for year-end tax and estate planning from Senior Financial Planner Jay Guyer, J.D., CFP®️, and Senior Financial Planner Kathleen Stewart, J.D., AIF®️. You won’t want to miss this! Register here: https://bit.ly/4ocLCTA

10/03/2025

In this exclusive webinar, our Senior Financial Planners will break down the new tax landscape and highlight essential planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register here: https://bit.ly/3ITtn6z

09/26/2025

As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth. In this exclusive webinar, Janney will explore the new tax landscape and planning strategies for your long-term financial goals. Register here: https://bit.ly/4nL7vco

09/10/2025

Don’t forget to register for our exclusive presentation on Medicare! Learn how to navigate this vital federal health insurance program for people in their 60s and over. Register here: https://bit.ly/4pfJzzk

08/29/2025

Help ensure you make informed decisions about your health coverage and finances. Join Carlo Cordasco, Senior Director - Nationwide, for this valuable session on Medicare. Register here: https://bit.ly/46dAJL1

08/15/2025

Join us for our next virtual client event featuring Carlo Cordasco, Senior Director - Nationwide, to learn how to navigate the Medicare process and make informed decisions about your health coverage and finances. Register here: https://bit.ly/4mHmKlY