Kappan Financial, LLC

Kappan Financial, LLC At Kappan Financial, we help people like YOU make the right decisions for your financial future!

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory services also offered through BRIGHT FUTURES WEALTH MANAGEMENT, LLC . Cetera is under separate ownership from any other named entity.

1630 EMPIRE BLVD SUITE 100 WEBSTER, NY 14580
(585) 231-1595

Planning Ahead with Confidence: What You Should Know About Long-Term CareWhen we think about planning for the future, we...
09/01/2026

Planning Ahead with Confidence: What You Should Know About Long-Term Care

When we think about planning for the future, we often focus on retirement, investments, and leaving a legacy. But another important part of that conversation is understanding how long-term care could affect your independence, your loved ones, and the retirement savings you’ve worked hard to build.

Join us for an educational seminar with Vinny Dallo of Kappan Financial as we explore the fundamentals of long-term care, including:

👉 What long-term care is and when it may be needed
👉 How long-term care expenses can be addressed
👉 The potential impact on retirement finances
👉 Why having a plan in place can benefit you and your family

This seminar is especially helpful for adults in their 40s, 50s, and 60s who want to become more informed and feel more confident about planning for the years ahead.

📅 Thursday, September 10, 2026
🕡 6:30 p.m. – 7:30 p.m.
📍 Chili Public Library – Barbara Ireland Community Room

Registration is required. Please sign up here: https://calendar.libraryweb.org/event/17044299

To learn more about Kappan Financial, we invite you to visit our website: www.kappanfinancial.com.

LAST CHANCE!Don't miss out—grab your tickets for Kappan Financial's annual Red Wings Client Appreciation Event! It's a n...
08/07/2026

LAST CHANCE!
Don't miss out—grab your tickets for Kappan Financial's annual Red Wings Client Appreciation Event! It's a night of baseball magic, Grateful Dead jams, and a celebration of our amazing clients.
Email [email protected] for your tickets!
We can't wait to see you there!

One Week until our next workshop! Register at the link in our bio.
08/05/2026

One Week until our next workshop! Register at the link in our bio.

We might be in the thick of having fun with the Prehistoric Era, but you should still be thinking about your future planning!
Register for this informational class, coming up next week: https://calendar.libraryweb.org/event/17044041

It's that time of year again ... it's time for Kappan Financial to take YOU out to the ballgame!This annual client appre...
07/24/2026

It's that time of year again ... it's time for Kappan Financial to take YOU out to the ballgame!
This annual client appreciation event is loaded with fun for the family! For tickets and information, email [email protected].

07/20/2026

You don’t want to miss this! Only 2️⃣ more days until our next webinar - ”Understanding Your Financial Future: How to Use Your RightCapital Portal 🔵💰To register, click the link in our bio. See you there!

07/16/2026
07/16/2026

Come join us on July 22nd at 7PM to get the answer to these questions and more! Register at the link in our bio.

Take control of your financial future! 💰  Join us for a live walkthrough of Right Capital and discover how this powerful...
07/07/2026

Take control of your financial future! 💰 Join us for a live walkthrough of Right Capital and discover how this powerful tool brings your entire financial life into one easy to use dashboard.
To register, scan the QR code or visit our profile and follow the link in our bio!

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Rochester, NY

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