Past events

The Year in Review with Siena Wealth Advisory Group


Alanna Morey, APMA® Private Wealth Advisor.

Join us for a virtual panel discussion as we reflect on2022 and look forward into 2023. Featuring:

- Joseph S. De Sena, CFP®, MBA, Private Wealth Advisor

- Brian J. White, CFP®, CRPC®, RICP®, Private Wealth Advisor

- Matthew L. Mandell, CFP®, CRPC®, RICP®, Private Wealth Advisor

- Eric Penna, APMA®, CRPC®, BFA, Private Wealth Advisor

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy


Join this event online

Samuel J. Adams , Vice President, Market Leader US Wealth Advisory - BlackRock

Alanna Morey, CFP ®, APMA® Private Wealth Advisor, Siena Wealth Advisory Group

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join us for an overview of:

  • How Social Security benefits work for you and your spouse
  • When and how to start receiving Social Security benefits
  • Opportunities to increase your benefits throughout retirement

This is an informational seminar. There is no cost or obligation. Sienna Wealth Advisory Group is a private wealth advisory practice of Ameriprise Financial Services, LLC. BlackRock and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2022 Ameriprise Financial, Inc. All rights reserved.4930045ACMR0922