The world of personal finance is complicated.  There is no shortage of information on the internet telling us what to do with our money.  The issue is that we don’t know what to Google, and even if we did, we often don’t know how it applies to us. 

As young adults, the financial steps that we take now are critical to our ability to set ourselves up for success later in life, but it can be overwhelming to know where to start.  How do you balance paying off student loans with saving for retirement?  Now is the time to get the tools that we need to make smart decisions and get onto the right track.

In this class, we will be talking about…

• The basics of investing 
• The best types of retirement savings accounts
• The best ways to pay down debt
• Plus, other helpful money-tips to get you on the right track. 

This is not some boring old financial class.  Come along and let’s have some fun while we learn. 

Presented by Darren Leader, Partner, Simmons Capital Group

When asked why he chose a career in financial planning, Darren’s answer always centers around his love of learning. As a former music teacher, his passion for sharing knowledge with others started early, and it continues today. Whether teaching students about music or educating clients about investing, Darren’s goal remains the same: Empower people with information and skills to help them find peace and joy in their lives.

As the Director of Financial Planning and Research at Simmons Capital Group, Darren gets the opportunity each day to develop custom plans and strategies for clients, allowing them to make solid financial decisions. In addition, he keeps a watchful eye on economic markets to ensure the firm’s clients remain well-positioned and informed. 

Knowing that often people wait too long to begin proper retirement planning, Darren is determined to continue to expand the firm’s education programs to help educate individuals about the power of planning as early as possible.

Originally from South Africa, Darren and his wife, Chelsea, live in Schenectady, where he cherishes his role as father to their young daughter, Ruby. To relax, he continues to turn to music, as well as playing golf, travelling the world, and spending time with friends. He also sits on the board of trustees at his church and loves being active within his local community. 

Using the robots in QBO and third party apps to auto-magically get stuff done.

In this short Zoom we’ll explore the money-in processes built into QBO, then integrations with other software like Square, PayPal, Stripe, Amazon, POS systems, and web shopping carts. The goal is to show you what’s possible so that you never have to enter data twice (and in many cases, not even once!).

Small businesses have to compete with big businesses to get heard. That takes savvy marketing! Here’s what you can do to market your small business and start bringing in (and keeping) new customers.

Love hearing about the wind farms being built or about the newest electric car to hit the market? Seems really intimidating to get involved in such huge scale projects… but maybe not.

Worried that the companies you’re investing in, or want to invest in, might be using child labor or aren’t as eco-friendly as you thought? How do you find companies that align with your values?

Learn how to put your money where your heart is with this workshop on Socially Conscious Investing with Darren Leader from Simmons Capital Group. Investing consciously should not only be for the lucky few. Plus, you should be really proud of what you’re investing in. Isn’t it time that we started to care how profits are made, and not just how much profit is made?

This free workshop to give you an overview of what Socially Responsible Investing is, the pros and cons and the practical ways in which you can better align your investments with your values.

Presented by Darren Leader, Partner, Simmons Capital Group

When asked why he chose a career in financial planning, Darren’s answer always centers around his love of learning. As a former music teacher, his passion for sharing knowledge with others started early, and it continues today. Whether teaching students about music or educating clients about investing, Darren’s goal remains the same: Empower people with information and skills to help them find peace and joy in their lives.

As the Director of Financial Planning and Research at Simmons Capital Group, Darren gets the opportunity each day to develop custom plans and strategies for clients, allowing them to make solid financial decisions. In addition, he keeps a watchful eye on economic markets to ensure the firm’s clients remain well-positioned and informed.

Knowing that often people wait too long to begin proper retirement planning, Darren is determined to continue to expand the firm’s education programs to help educate individuals about the power of planning as early as possible.

Originally from South Africa, Darren and his wife, Chelsea, live in Schenectady, where he cherishes his role as father to their young daughter, Ruby. To relax, he continues to turn to music, as well as playing golf, travelling the world, and spending time with friends. He also sits on the board of trustees at his church and loves being active within his local community.