News & Events

Stay Up-To-Date With Allied Financial Partners

May
08
2019

AFP Sexual Harassment Prevention Training Program

Meet New York State mandatory requirements with our interactive, online course for workplace sexual harassment training. This all-inclusive training program provides policies and training to keep your business in compliance with NYS law.

May
08
2019

Talking To Parents About Letters Of Instructions

How to talk to your parents about their estate plans without looking like a vulture.

Apr
15
2019

All Allied Financial Partners Offices Will Be Closed Friday, April 19, 2019

To allow our staff to recharge after tax season all of our office locations will be closed on Friday, April 19, 2019. We will reopen on Monday, April 22, 2019.

Apr
08
2019

The Cost Of Your Retirement Dreams

60% of pre-retirees hope to travel. What do you want to do when you retire?

Jan
22
2019

Estate Planning Seminar

Are you prepared? Join us for a discussion about ensuring that you have an effective estate plan in place.

Jan
15
2019

ALLIED FINANCIAL PARTNERS PROMOTES JAMES W. SWIECH, CPA TO PARTNER

James W. Swiech, CPA has been promoted to Partner of Tette & Ingersoll, CPAs, P.C. a division of Allied Financial Partners.

Oct
15
2018

Long-term Care Planning Seminar - November 8, 2018

Can you picture what your long-term care experience will look like? Please join us on Thursday, November 8, 2018 for a complimentary Long-term Care Planning seminar.

Jul
03
2018

Making The Most Of Medicare Seminar - July 25, 2018

Whether you are just approaching 65, or you are already enrolled in Medicare, this complimentary seminar is for you!

Apr
30
2018

Hot Topics In Employment Law

AFP is excited to welcome back presenter Lorisa LaRocca, Esq., for our Hot Topics In Employment Law seminar on May 23, 2018.

Mar
30
2018

Developing Your Personal Social Security Strategy

Join returning presenter Kurt Czarnowski, of Czarnowski Consulting, on May 17, 2018 at The Woodcliff Hotel & Spa.

Feb
05
2018

Estate Planning Seminar - Tuesday, February 20, 2018

RSVP today to join presenter, Marcus Kroll, Esq, of Kroll Law Firm, LLP as he addresses the most pressing concerns regarding effective estate planning. Tuesday, February 20, 2018 6:00 PM at The Woodcliff Hotel & Spa.

Jan
03
2018

Woods & Dobinsky, CPAs, of Oneonta, NY, Merges with Allied Financial Partners - Welcome to the Oneonta team from Woods & Dobinsky, CPAs, PC.

Principals, Rick S. Woods, CPA and Anne T.M. Dobinsky, CPA; along with Senior Accountant, James Weibel, Jr.; Manager, Laura Miller, CPA; and Office Manager, Ramona Tenace have joined Allied Financial Partners.

Jan
03
2018

Francis M. Celona, CPAs, PC, of Pittsford, NY Merges with Allied Financial Partners - Welcome to the Accounting, Tax & Financial Services team from Francis M.Celona, CPA, P.C.

Principal, Francis M. Celona, CPA, CFP®; Manager, Linda J. Wiener, CPA, CMPE; and Senior Accountant, Joseph P. Maurici, CPA. have joined Allied Financial Partners.

Dec
04
2017

New York State Paid Family Leave Program - Starting January 1, 2018

The New York State Paid Family Leave program goes into effect on January 1, 2018. This to-do list will help you to prepare for the upcoming change.

Oct
23
2017

Long-Term Care Seminar: Tuesday, November 14, 2017

Can you picture what your long-term care experience will look like? At this seminar we will discuss the importance of having a plan in place before you need one, how you can pay for your care, and protecting your assets. RSVP today for this complimentary seminar.

Sep
11
2017

Investment Basics: Your Guide To the Markets

Whether you are new to investing, or are looking for a clearer understanding of your current situation, we invite you to our upcoming seminar Investment Basics: Your Guide To The Markets on Thursday, October 19, 2017 at 6:00 PM.

Jul
05
2017

TechSoup

Techsoup is an online resource that offers discounted software, hardware, services and training to nonprofit organizations.

Jul
05
2017

Making The Most Of Medicare

We hope you will join us, July 13, 2017 at the Woodcliff Hotel & Spa for our Making The Most Of Medicare seminar!

Oct
27
2016

Reminder: NYS Voting Leave Rights

NYS’s Election Law requires employers to provide employees who do not have “sufficient time” outside of working hours to vote, paid time off to vote. The law also requires the posting of a notice at least 10 working days prior to every election.

Sep
18
2016

Employers: Form I-9 Revision Update!

The newest version of the Form I-9 will be available by Nov. 22! Employers may continue using the current version of Form I-9 with a revision date of 03/08/2013 until Jan. 21, 2017. After Jan. 21, all previous versions of the Form I-9 will be invalid.

Jul
25
2016

Payroll Essentials & Workers’ Compensation 8-11-16

Join us on 8-11-16 for this complimentary event: Two of the most fundamental requirements for any business with employees are Payroll and Workers’ Compensation Insurance. Come learn how they can work to provide a positive environment for your work force, and what they do to protect you as the employer.

Jul
17
2016

Prepping for Social Security Seminar 7-21-16!

Back by popular demand is our Preparing for Social Security Seminar! We are pleased to provide you with the opportunity to hear from Kurt Czarnowski of Czarnowski Consulting. Mr. Czarnowski will answer any and all questions you may have from the perspective of a Social Security insider. Join us this Thursday, July 21st, at the Woodcliff Hotel and Spa for this complimentary event! Please RSVP by calling 585-410-6733!

Jul
11
2016

Summer Newsletter

Allied's 2016 Summer Newsletter is out and ready to view. In this edition:1. Announcements from the Partners 2. NYS Alternative Veterans' Tax Exemptions 3. Educational Seminars and Training Session Info. 4. Employee Spotlight 5. Estate Planning Insights

Jun
30
2016

Libby A. Wright Joins Allied Financial Partners as Payroll Manager

We are excited to announce that Libby Wright recently joined our firm as Payroll Manager. Libbyhas a Master’s of Science in Management from Nazareth College and a Bachelor’s of Science in Marketing from SUNY Oswego.

Feb
14
2016

2-18-16 Lorisa LaRocca, Esq. to Speak on "Avoiding HR Pitfalls"

Lorisa LaRocca, Esq., Partner at Woods Oviatt Gilman LLP will be sharing some insights in regards to the top ways small businesses inadvertently run into trouble specifically pertaining to employee management.

Allied Payroll Services is bonded

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. This communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, IL, MD, MI, NC, NH, NJ, NY, PA, VA, or WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Allied Financial Partners and Securities America are separate companies

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