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Complimentary Lunch and Learns in Skaneateles, New York

Financial Advisor, Brennan Redmond, CFA, CFP® is pleased to offer three complimentary educational workshops at the Mirabeau Inn & Spa in Skaneateles, NY this summer. His goal is to equip the community with resourceful knowledge and dynamic tools to navigate the complexities of personal finances. Whether you are planning for retirement, already retired, or have concerns about the current or future state of the economy, there is a class for you!

Upcoming Events

  • Fire Your Broker
    Fire Your Broker
    Thu, Aug 01
    Skaneateles
    Aug 01, 2024, 12:00 PM – 2:00 PM
    Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA
    Aug 01, 2024, 12:00 PM – 2:00 PM
    Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA
    The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago.
  • Recession Incoming
    Recession Incoming
    Fri, Aug 09
    Mirabeau Inn & Spa Skaneateles
    Aug 09, 2024, 12:00 PM – 2:00 PM
    Mirabeau Inn & Spa Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA
    Aug 09, 2024, 12:00 PM – 2:00 PM
    Mirabeau Inn & Spa Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA
    How does the current economic landscape compare to previous periods of recession? The boom/bust cycles of the economy have not been replaced. In this workshop, we will review the compelling evidence that a recession is near, followed by a discussion on its implications for portfolio management.
  • From Assets to Heirs
    From Assets to Heirs
    Mon, Aug 19
    Mirabeau Inn & Spa Skaneateles
    Aug 19, 2024, 12:00 PM – 2:00 PM
    Mirabeau Inn & Spa Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA
    Aug 19, 2024, 12:00 PM – 2:00 PM
    Mirabeau Inn & Spa Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA
    What is the best way to ensure your family is taken care of after you pass? Having an Estate Plan is the best place to start. In this class, we will examine modern estate planning strategies and discuss their implications for asset distribution.
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Where

Mirbeau Inn & Spa Skaneateles​

851 W Genesee Street Road

Skaneateles, NY 13152

Brennan Redmond, CFA, CFP®

Brennan Redmond.jpg
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What sets Brennan’s practice apart is the carefulness and thoughtfulness that permeates every thing they do, focusing on accountability, transparency, and communication. He and his team makes a commitment to their clients; They say what they do and they do what they say. They do this because it is in the best interests of our clients and is therefore the surest long-run strategy for our business.

He believes the foundation for providing good advice begins with an understanding of how to balance today’s needs with tomorrow’s priorities. The result is a clear and customized strategy that serves as the roadmap to financial achievement however his clients define it. This roadmap becomes a living document that is regularly reviewed to ensure an appropriate dynamic between needs and solutions.

His investment management strategies represent a synergy between best-practices (such as index investing) and time-tested principles (buy-and-hold, asset allocation), implemented in such a way that respects the willingness and ability of our clients to weather downside fluctuations.

He believe clients should expect a high level of competence that is hallmarked by a combination of training and experience. That is why Brennan holds his CFA (Chartered Financial Analyst) and a Certified Financial Planner designations, indicating his completion of two of the industry’s most rigorous and comprehensive educational programs in the financial services industry.

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