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Events

At Kappan Financial, we believe that feeling confident about your financial future starts with having the right information and knowing where to turn for guidance. That's why we're passionate about connecting with our community through educational seminars, workshops, networking events, and more.

From workplace presentations and community seminars to special events and gatherings, we're always looking for ways to get involved and make a difference. Take a look at our upcoming events to see where we'll be next.

Upcoming Events

Stay tuned!

Some of Our Most Recent Events

  • 11/12/2026 Spencerport Teachers' Happy Hour at McColley's
  • 11/04/2026 Retirement Workshop at The Moose Lodge
  • 11/02/2026 Benefits Fair at Taylor Elementary School
  • 10/14/2026 Financial Literacy Lunch & Learn at HaleTIP
  • 09/10/2026 Long-Term Care Workshop at Chili Public Library

If you are a group, workplace, or organization that would benefit from a financial education seminar or workshop, we'd love to hear from you! Our team enjoys working with businesses, schools, and community organizations to bring helpful financial information directly to the people who need it. We can tailor presentations to your audience and cover a variety of topics, from retirement planning and 403(b) accounts to building a brighter financial future. Reach out to start a conversation about how we can work together!

Plan With Confidence.

Move Forward With Clarity.

We believe that people make better financial decisions when they feel informed and supported. We are committed to helping individuals, families, and business owners clarify their goals and work toward a future aligned with what they value most.

Whether you’re planning for retirement, managing income, preparing for succession, or organizing your family’s long-term priorities, you deserve financial guidance that puts you at the center. Let’s work together to build a strategy that supports your goals and the people you care about.

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