UPDATED: Covid-19: What To Expect During Your Visit to Level

REVISED – 3/21/2022 All visitors and employees are no longer required to wear masks when visiting our offices. Other precautions we have taken to ensure the health and safety of our visitors and employees include: Availability of disinfectant, hand sanitizer, masks, and gloves throughout our offices and in conference rooms. Strict adherence to CDC and state guidelines. Use of air-purifying equipment. We encourage anyone with concerns or questions to contact us....

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Upcoming Educational Session

Level Financial Advisors and Walsh Duffield hold an educational session on insurance

Join Level Financial Advisors and Mark Garvelli, CIC, Vice President Personal Insurance Division, Walsh Duffield Companies, for this 1-hour educational session on the basics of automobile, homeowners, and renters insurance, including what coverages are required and offered and tips and tricks to maximize your protection. This live webinar will provide a chance for participants to ask questions and interact directly with the presenters! Register Here:  https://www.eventbrite.com/e/auto-homeowners-insurance-education-tickets-294600196117  ...

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A Risk management review: The last (but certainly not least) action item on your preretirement check list.

Win Jacob, CFP® talks about risk management referencing Henny Goodman

In previous installments of this blog, I’ve been discussing the idea of a preretirement checklist much like the final landing checklist of an airplane crew. The last item on the checklist is a comprehensive risk management analysis.  In simple terms, we are intentionally identifying the things that could go wrong which could derail our financial security in retirement and then designing the best strategy for mitigating the risks in advance.  This is an important component of any financial plan regardless of age but as we enter our retirement years, the perils and exposures have probably shifted, along with our changing circumstances and our planning should adjust as well. Firstly, let’s consider a few basic principles: We are not talking about investment risk- which involves the possibility of both a loss and a gain and is more about the volatility of returns. We are considering only those exposures where the bad...

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VIDEO: Tax Preparation Webinar Replay

Webinar held for 2022 tax preparation tips and tricks

Level Financial Advisors and Lisa Mrkall, CPA, MBA of Tronconi Segarra & Associates host this 1-hour educational session geared toward making sure you are prepared for filing your taxes! Lisa discusses common errors and misconceptions, how to handle distributions and charitable donations, and changes in the tax code that will impact this year’s returns.

Michael Heburn Appointed President of FPA of WNY

PRESS RELEASE Amherst, NY:  Level Financial Advisors recently announced that its Chief Operating Officer, Michael Heburn, has been appointed President of The Financial Planning Associate of Western New York. Mr. Heburn, a partner at the firm, recently completed a two-year term as the association’s treasurer. “I’m honored that the board has put its trust in me to lead the organization, especially during such a challenging time in our history,”  Heburn stated.  “Our mission for the coming months will be to rebuild and reengage new membership, and reach out to a more diverse group of financial professionals, while leaning on the experience and mentorship of our well-tenured members who have kept the organization moving forward for decades.” Joining Heburn on the board is past-president Paul Coleman III, CFP®, who will become the association’s treasurer.  Mr. Coleman is an advisor with Level. The FPA of WNY was founded in 2006 with a mission of providing networking and...

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Desiree Weppner Promoted to Human Resources Manager

Desiree Weppner promoted to Human Resources Manager for Level Financial Advisors

PRESS RELEASE Amherst, NY: Level Financial Advisors has promoted Desiree Weppner to the position of Human Resources Manager at its fee-only investment management and financial planning firm. She will assist the company in all aspects of employee relations, payroll, 401k and benefits administration, along with hiring and retention activities.  As part of her new responsibilities, Ms. Weppner will continue to support the client services team in various aspects of the firms daily activities. She will report to the firm’s chief operating officer in her new role. Ms. Weppner graduated from Gannon University, achieving a Bachelor of Science in Mental Health Counseling; she later received her Masters of Science in School Counseling from Edinboro University. Prior to joining Level in 2020, Ms. Weppner worked as a School Counselor at St. Gregory the Great Catholic School. She serves on the board of the Character Council of Western New York as its Vice President and is also...

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