M&T Securities Presents:
"MAKING MONEY WORK"
with hosts Michael Day & Natasha Ellison
on CNYTalkRadio WFBL
Email us here: email@example.com
Shop City.424 Grant Boulevard.Syracuse.NY.13206
July 2014 - "Is your 'Target Date' fund in your Retirement Plan working for you?"
June 2014 - "Live Longer and Heirs Will Prosper in New York"
with guest, Ami Longstreet, Attorneyand Partner, Mackenzie Hughes, LLP
May 2014 - "Don't Toss this important Piece of Mail!"
April 2014 - "A New Perspective on the Federal Budget"
March 2014 - "7 Ways to Improve Your Retirement Plan"
February 2014 - "Is a Reverse Mortgage Right for You?"
with guest, Dick Downs, Regional Reverse Mortgage Specialist, M&T Bank - 315-450-1649
January 2014 - "Financial Resolutions for 2014"
November 2013 - "2013 Year-End Planning"
with special guest, attorney, Kevin J. Miller, Esq. AEP, CFP
"Making Money Work" Show Archive
with guest Joshua Savadone, CFA, CAIA, Vice President in the Advisory Services Consulting Group of Wilmington Trust Investment Advisors
with special guest Kevin J. Miller, Esq., AEP, CEP, Special Council at Hogan Willig, Attorneys at Law
with special guest Erik S. Weisman, ph.D., Fixed Income Portfolio Manager with MFS Investment Management
Local Business Spotlight - Alan Poushter, Co-owner of Ra-lin's of Syracuse
625 Burnet Ave, Syracuse, NY 13203
http://ralins.com.index.html - 315-472-7766
Local Business Spotlight - Mason Kaufman, Managing Director, Meals on Wheels of Syracuse,
Featuing guest Stephen P. Winterstein, Managing Director & Chief Strategist, Municipal Fixed Income,
Wilmington Trust Investment Advisors
Featuring guest Robert D. Scolaro, Esq, Estates & Trusts, Elder Law and Business Law - The Wladis Law Firm, P.C.
www.wladislawfirm.com - 315-445-1700
Local Business Spotlight: Highland Meadows Golf & Country Club, Watertown, NY
with guest Amber Black, Part Owner, (315)785-0108
Local Business Spotlight: Discount Shoe Repair,
with guest Ralph Rotella, 116 Washington Street, Syracuse, NY (315)472-0976
with guest Grace Ghezzi, Benefits Consulting Group, 315-413-4460, email: firstname.lastname@example.org,
Local business spotlight: youroldmoney.com with founder Amelie Escher.
February 2012: "Europe Market Update and Reviewing Your Insurances"
LOCAL SPOTLIGHT: Comparity Brokerage
Michael Jones, Owner/President (315) 291-3125, email@example.com
December 2011: "Estate Planning Mistakes"
November 2011: "Retirement Income Planning"
October 2011: "Market/Economic Update on Global Issues"
September 2011: "Investing in Today's Markets"
August 2011: "Estate Planning Council of CNY"
July 2011: "Taxes, Growth, Income or Family"
June 2011: "Generating Income in Today's Market"
April 2011: "2010 Tax Compromise and Inflation Effects"
March 2011: "Eliminating the Confusion on New Investment Products"
February 2011: "Top Ten Ideas to Impliment for 2011"
January 2011: "Financial Planning for Individuals with Disabilities"
Michael Day, M&T Securities, Inc. Senior Financial Consultant, Vice President
Day brings over 20 years of investment experience to M&T Securities, Inc. and is dedicated to providing a full range of services to help his clients meet their investment, asset management, retirement planning, and insurance needs. Day resides in Cato with his wife.
Natasha Ellison, M&T Securities, Inc. Financial Consultant
Experience you can trust:
Ellison brings over 7 years of investment experience to M&T Securities, Inc. and is dedicated to providing a full range of services to help her clients meet their investment, asset management, retirement planning, and insurance needs. Ellison resides in Syracuse with her husband.
Ellison and Day have worked together as a partnership in the local Syracuse market since 2004.
Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value
M&T Investment GroupSM is a service mark of M&T Bank Corporation and consists of M&T Securities, Inc., the investment-related areas of M&T Bank and investment advisory firms MTB Investment Advisors, Inc., and Zirkin-Cutler Investments, Inc. Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank. M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states. ©2010 M&T Securities, Inc.