The Two-Million-Dollar Retirement Dilemma
Thu, Oct 08
|Sage Rutty & Company
Two million dollars can create just as many questions as answers. Learn how to balance retirement income with long-term growth while making informed decisions about investment strategy, taxes, healthcare, and estate planning.
Time & Location
Oct 08, 2026, 12:00 PM – 1:00 PM
Sage Rutty & Company, 100 Corporate Woods #300, Rochester, NY 14623, USA
Guests
About the event
Inheriting assets can be both a blessing and a responsibility. Are you prepared to navigate the complexities that come with this financial transition? In this seminar, we’ll delve into the essential steps for managing inheritances effectively. You’ll gain insights into crafting a solid financial plan that honors your loved one’s legacy while also securing your own financial future.
We’ll explore advanced strategies for maximizing inherited wealth, including tax-saving techniques that benefit both heirs and forbearers. Additionally, you’ll learn how to prioritize your financial goals, ensuring that you can make informed decisions during a potentially emotional time.
Inheriting Prosperity is thoughtfully designed for those who are either in the process of inheriting assets or planning to transfer wealth to their heirs. With the guidance of financial advisor Jeff Jones, you'll gain the skills and confidence needed to make the most of your inherited assets, preserving wealth for future generations.
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