Kappan Financial, LLC

10/12/2026

We’re excited to share that Kappan Financial is now a proud member of the Brighton Chamber of Commerce! 🎉

Thank you all for the warm welcome! We look forward to building new relationships and being part of this great community. 🤝

🎉 Please help us give a warm welcome to our newest Group Members, Kappan Financial, LLC! Welcome to the BCC!

At Kappan Financial, LLC, they help individuals, families, and business owners navigate financial decisions with clarity, confidence, and support. Whether you’re preparing for the future, coordinating benefits for your employees, or trying to make sense of your financial landscape, their team is available to provide thoughtful guidance every step of the way.

Kappan Financial believes financial planning should feel understandable and empowering, and they are committed to helping you make informed decisions that reflect your values and priorities.

👉 Be sure to follow Kappan Financial to get more information or you can find them in our online Directory. You can also call or text them at: 585-404-4499.

10/08/2026

At Kappan Financial, our number one rule is simple: It’s your money. We are here to guide, empower, and support you as you make decisions about your financial future.

Our team combines expertise, collaboration, and a personalized approach to ensure that every client feels confident and in control. We believe in fostering a strong partnership rooted in trust and respect, so you can focus on achieving what matters most to you.

Whether you’re planning for retirement, managing income, preparing for succession, or organizing your family’s long-term priorities, you deserve financial guidance that puts you at the center. Let’s work together to build a strategy that supports your goals and the people you care about.

www.kappanfinancial.com

Investment advice is offered through Belpointe Asset Management, LLC.

10/01/2026

Is Your 401(k) Ready? 🤔

October 1st marks the start of the fourth quarter of 2026, and there’s a lot happening in the final three months of the year: GDP updates, holiday spending, market activity, and Midterm Elections.

With so much going on, we’re putting the focus on retirement account analysis.

We want to take a closer look at your current 401(k) because it’s an important part of your financial picture.

👉 Are you invested appropriately?
👉 Is your allocation still aligned with your goals?
👉 Have your circumstances changed?
👉 Do you have a game plan heading into the final quarter of the year?

Let’s make sure you’re heading into Q4 with a plan for success. Take action now and schedule a virtual 401(k) review with Vinny using the link below.

https://kappanfinancial.com/contact

Investment advice is offered through Belpointe Asset Management, LLC.

09/30/2026

✨ Welcome Our Newest Team Member! ✨

Kelly Sabetta joined the Kappan team in August 2026 as our Director of Marketing and she is excited to bring her knowledge and expertise to the role.

Kelly graduated Summa Cum Laude from SUNY Brockport with a Bachelor’s Degree in Journalism/Communications and minor in creative writing. For more than two decades, she's been passionate about all things relating to communications, content, publishing, digital marketing, and helping organizations connect with their audiences. Kelly's experience spans a wide range of industries, from small, local businesses and nonprofits to large regional, national, and international companies.

Kelly is also the owner of Mindfulness Marketing, LLC. Alongside her passion for marketing, she is a Certified Wellness Coaching Specialist, Life Coach, and Usui Reiki Master, and has been coaching for more than 13 years. Outside of work, Kelly loves to relax, watch movies and binge TV shows, read and collect books, bird watch, and spend time with her family.

www.kappanfinancial.com

09/24/2026

09/24/2026

⚾️ Take YOU Out to the Ballgame! ⚾️

Each summer, Kappan Financial hosts a client appreciation event at a Rochester Red Wings game. This year’s theme was a “Grateful” night at ESL Ballpark. It included Red Wings baseball, Bruce the Bat Dog, fireworks, and a post-game concert featuring classic tunes of the Grateful Dead!

We’ll be returning to the ballpark again next summer! Be sure to look for your invitation!

09/17/2026

This summer, Vinny delivered two Financial Literacy workshops at the Chili Public Library. Workshop attendees learned about Social Security and Long-Term Care, which are two topics that are highly important for the success of your retirement!

Vinny also delivered two virtual programs; Social Security and a “How-To” Guide of the Right Capital financial planning application.

As you can see, education is our passion! Please let us know what financial topics YOU would like to learn! We can deliver these workshops at your workplace or local association.

Reach out to us today and we can work with you!
www.kappanfinancial.com

09/09/2026

🏉 ARE YOU READY FOR SOME FOOTBALL?! 🏉

It’s time to SHOW US YOUR FANDOM! 🙌

Vinny is proudly repping the Giants, and, of course, honoring the legendary Bavaro! ❤️💙

Now we want to know… WHO’S YOUR TEAM?!

We want to see a picture of you in your jersey! Put your dog in a jersey! Show us your yard decorations! We want to see it all! 🐶🏉🎉

Comment below and let us know who you’re cheering for this season!

Vinny says: GO G-MEN! ❤️💙🏉

Investment advice is offered through Belpointe Asset Management, LLC. 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521.

09/08/2026

Last chance to register!

Join us this Thursday, September 10th at 6:30 p.m. at the Chili Public Library for our upcoming seminar, "Planning Ahead with Confidence: What You Should Know About Long-Term Care" with Vinny Dallo of Kappan Financial.

Don’t miss this opportunity to learn more about how long-term care planning can help protect your independence, loved ones, and financial future.

📅 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

We look forward to seeing you!

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.

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.