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John Kirwan & Mike Corp Seminar

Retirement & Estate Planning Strategies for Central NY Families

As Senior Wealth Advisor aligned with Whelan Scott Asset Management and Cambridge Investment Research, I provide retirement income strategies, estate planning guidance, and multi-generational wealth planning services to families across Syracuse and Central New York. My focus is helping clients organize, allocate, and protect assets with clarity—using structured, needs-based financial strategies tailored to each household’s goals.

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Free Estate Planning Seminar

Most families know they should plan for retirement, long-term care, or estate transfer—but knowing where to start is another story. That’s why I’m hosting a free seminar on September 8th, at 5pm, alongside prominent Central New York Estate Planning Attorney Mike Corp, to help bring clarity to what matters most:

- How to protect your assets from nursing home and long-term care costs
- How to structure your estate so your wishes are carried out
- How to prepare for retirement and legacy transfer with confidence

With over 17 years as a Senior Wealth Advisor—and Mike's over 40 years in estate law—we’re combining financial and legal perspectives in one session, designed specifically for Central NY families who want to feel more organized, more prepared, and more in control.

Estate Planning

Estate planning is more than preparing documents, it's about protecting your assets, guiding end-of-life decisions & easing the burden on your family when it matters most. Let's build a plan that brings clarity today and peace of mind tomorrow.

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Wealth Accumulation

Start building your financial future today. Wealth accumulation is about growing assets through smart planning, so you're prepared for retirement, legacy goals, and long-term security. Let's create a strategy that works for you.

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Lifecycle Needs

Every stage of life brings new financial priorities. Life cycle needs-based planning helps you navigate each one-from building wealth to protecting it, & eventually transferring it. Let's align your plan with where you are & where you're going.

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Meet Your Presenters & Experts

You're invited to a no-cost educational seminar this September focused on protecting your assets, planning for retirement, and securing your family’s financial future.

John Kirwan, Senior Wealth Advisor with Whelan Scott Asset Management and Cambridge Investment Research, will share guidance drawn from over 17 years of experience helping Central New York families:

  • Allocate retirement assets with confidence

  • Coordinate estate and wealth transfer strategies

  • Protect against long-term care costs and unexpected expenses

Joining John is Michael Corp, a leading estate planning attorney backed by Hancock & Estabrook. With nearly 40 years of experience in trusts, asset preservation, and family succession law, Michael will offer legal insight on protecting your legacy—now and across generations.

Whether you're preparing for retirement or planning for the next generation, this seminar offers clear, actionable guidance tailored to your life stage.

Seats are limited—reserve yours today.

Join Us for an informative Estate Planning Seminar

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge does not offer tax or legal advice.Whelan Scott Asset Management, Hancock Estabrook, LLP and Cambridge are not affiliated.The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.