Medicare can often be a daunting and confusing subject for most. When eligibility is reached, many find themselves with questions and unsure of how to take advantage of this program. Join Marathon Financial for a free Medicare seminar led by Jon Neal Selzer, LUTCF at the Dewitt Community Center on October 24th at 7pm. In addition to education on the basics of Medicare, the presentation will cover enrollment periods, how to sign up, benefits of Medicare plans, Medicare supplements, prescriptions,
Marathon Financial Advisors cordially invites our clients to a special presentation demonstrating how to write your personal history and leave a local legacy. This free, 2 hour seminar, presented in collaboration with the Central New York Community Foundation, will take place on Tuesday, September 24 at 10 am at the Community Foundation office, 204 Walton Street, Syracuse. Led by Tom Griffith and Jennifer Owens of the Community Foundation, “Leaving A Legacy That Matters” focuses on the benefits of personal history writing.
$175,000+ Over 20 years – Simply Awesome! The weather was 43°, pounding rain, wind, sleet, dark skies and cold. In spite of the weather the energy never failed to inspire our Team to set out on the 1 mile and 5K runs. We raised nearly $11,000, reaching the Top Corporate Team fundraiser mark. The Team helped to set a new tone in the battle against breast cancer. With nearly 150 individual donors the members of the Team worked hard to have an impact
Marathon Financial Advisors 2018 Events Tackling Topics to Gain Financial Understanding Like many of you, Marathon Financial Advisors is taking a look back to reflect on some of the ways we served our clients in 2017. One of the more successful endeavors last year was offering the educational seminar “2Young2Retire” with Leslie Rose McDonald, an event designed to shed light on a subject of interest to our clients and others as they make financial plans for their future.
Marathon Financial Advisors is pleased to welcome Kathy Sands -Kaffenberger, CLTC, CHFC®, to the team in the role of financial consultant. Sands-Kaffenberger joins Marathon with over 30 years of experience in financial planning, working with business owners, individuals and their families to prepare them for their current and future needs of life. “I believe that relationships, especially in the area of finance, are built on trust over long periods of time ,” said Sands-Kaffenberger, a long time volunteer with the Boy
For the last 19 years, we have been inspired by those who joined us in supporting the Race for the Cure. Enormous changes in diagnostic techniques and treatments have been made during that time, and thankfully, we’re coming closer to ending breast cancer once and for all. SATURDAY • MAY 20 NYS • FAIR GROUNDS 9AM – 1 MILE • 10AM – 5K RUN/WALK We’re proud that our collective contribution has made a difference and an impact on the lives of people