Planning for Retirement & Wealth Management

A Virtual Panel Discussion Presented by Rochester Business Journal
Planning for retirement involves more than reaching a savings goal. From managing investments and creating retirement income to navigating changing financial priorities, having a thoughtful strategy can help you prepare for the years ahead.
Join Chuck Wade, Senior Vice President and Financial Advisor at The Wade Group at Brighton Securities, for Rochester Business Journal's upcoming virtual panel discussion, Planning for Retirement & Wealth Management.
Chuck will join fellow financial professionals for a conversation focused on retirement and wealth management, sharing perspectives designed to help individuals think more strategically about their financial futures.
Meet Brighton Securities Panelist Chuck Wade
Chuck Wade
Senior Vice President | Financial Advisor
The Wade Group at Brighton Securities
Chuck takes a goals-based approach to financial planning, helping clients prepare not only for retirement, but for the life they want to live throughout retirement. His work focuses on helping individuals and families develop strategies around their financial goals, retirement income needs and long-term priorities.
Event Details
What: Planning for Retirement & Wealth Management
When: Thursday, October 15, 2026
Time: 10:00 – 11:00 AM EDT
Where: Virtual Panel Discussion
Presented By: Rochester Business Journal
Plan Today for the Retirement You Envision
Whether retirement is approaching or still years away, this conversation offers an opportunity to hear from local financial professionals about considerations that can help shape your retirement and wealth management strategy.