Fall 2023 Workshop Schedule
2024 Medicare Advantage
Plans Discussion
Presented by: Angela
Bevilacqua
If you are currently enrolled in a Medicare Plan, now is the time to review your health care plan options for 2024 and Sage Rutty’s Medicare Insurance team is extending the opportunity for you to do so. Join us for an informal Q&A session, where you can learn more about the 2024 Medicare plan information for the following insurance carriers: Aetna, Excellus, Humana, MVP Healthcare, United Healthcare and WellCare.
Thursday, October 26th (5:30)
Friday, November 3rd (12:00)
Wednesday, November 8th (5:30)
Monday, November 13th (12:00)
Monday, November 13th (5:30)
2026: The Tax
Law Tsunami
Presented by: Craig Gingerich,
CFP®, C(k)P®, AIF®, CHSA®
Did you know that the U.S. Tax Code is set to change in 2026? In this class, we'll discuss strategies to navigate the storm of 2026 tax law changes and how to make best use of the remaining three years before IRS rules take a dark turn.
Tuesday, September 19th (12:00)
Thursday, November 16th (12:00)
Are You Ready
to Retire?
Presented by:
Jeff Jones
Are you ready to retire? Join us to explore essential retirement planning strategies, including crafting a personal cash flow plan and developing the financial habits that are vital for success. Buckle up and get ready to shift gears towards a financially secure future!
Tuesday, September 26th (5:30)
Wednesday, November 15th (5:30)
Costly
Retirement Risks
Presented by: Ryleigh Mattle,
CFP®, MBA
Retirement planning is complicated, but we have identified common retirement risks that you need to be aware of if you don’t want to outlive your savings. Join us to discuss how to offset risks such as inflation, rising interest rates and a looming recession while continuing to safeguard your assets.
Thursday, September 14th (12:00)
Tuesday, October 31st (12:00)
Empowering Women: Taking
Charge of Your Financial Future
Presented by: Kim Nugent, CFP®, AIF®
This seminar is designed to equip you with the knowledge and tools to achieve financial independence as women. We’ll explore topics such as investment strategies, retirement planning, and protecting your wealth and legacy. Join us to build a secure and prosperous future by making informed financial decisions on your own.
Thursday, September 28th (12:00)
Tuesday, October 24th (12:00)
Financial
Fundamentals
Presented by: Joe Parks and Steve Kurvach
This class is designed to equip participants with the essential knowledge and skills it takes to manage your personal finances. We will discuss the principles of budgeting, saving, investing, and retirement planning. We will also cover aspects of risk management and setting financial goals.
Tuesday, October 3rd (12:00)
Wednesday, November 8th (12:00)
Fire Your
Broker
Presented by: Brennan
Redmond, CFA, CFP®
The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide individuals with a framework for evaluating financial services firms and professionals.
Thursday, September 21st (12:00)
Wednesday, November 15th (12:00)
Get Your Affairs
In Order 2.0
Presented by:
Kris Dowejko
Would your family know what to do if something happened to you? Have you been named Executor to handle someone else’s affairs? In this session, we'll discuss Probate and how to avoid it, delve into the role of the Executor, and also touch on crucial Trust and Estate tax issues. You'll learn our simple two-step process to ease the burden on your loved ones and help secure their future.
Wednesday, September 27th (12:00)
Thursday, October 26th (12:00)
How to Leave More Money
to Your Children
Presented by: Douglas Parker,
CFP®, AIF®, CHSA®
Do you want to leave as much money as possible to your children? Join us to discover practical guidance on estate planning and wealth management. We’ll discuss tools and techniques for tax-efficient gifting, setting up trusts, and optimizing retirement accounts to leave a larger financial legacy for your loved ones.
Tuesday, October 10th (12:00)
Wednesday, November 1st (12:00)
Protecting Your Assets From The Nursing Home
Presented by: Zachary Armstrong, CFP®
The average cost of a nursing care stay in Monroe County is approaching $200,000 per year. Without a plan, these costs can quickly drain your hard earned dollars. Join Financial Advisor, Zachary Armstrong, CFP® to learn several financial and legal strategies to protect your money and prevent your nest egg from depleting.
Wednesday, September 20th (12:00)
Thursday, October 5th (5:30)
Thursday, November 9th (12:00)
Recession
Incoming
Presented by: Brennan
Redmond, CFA, CFP®
How does the current economic landscape compare to previous periods of recession? The boom/bust cycles of the economy have not been replaced. In this workshop, we will review the compelling evidence that a recession is near, followed by a discussion on its implications for portfolio management.
Wednesday, September 13th (12:00)
Thursday, November 2nd (12:00)
Tax & Estate Planning
for High Net Worth Investors
Presented by: Zachary
Armstrong, CFP®
In this workshop, we will explore a number of powerful tax savings strategies to consider implementing now, including how to grow your portfolio in a tax-efficient way. Join us to learn how to reduce your capital gains tax so you keep more of the money you make. We will also highlight some of the simple changes you can make today to pass more money to your heirs.
Tuesday, September 26th (12:00)
Wednesday, October 25th (12:00)
The IRS is Coming
for Your IRA
Presented by: Craig Gingerich,
CFP®, C(k)P®, AIF®, CHSA®
Whether you’re 72 years old and required to take IRA distributions or still in your 60s and can see RMDs on the horizon, you’ll want to know how to get the most from your IRA and pay the least tax. Learn how to work within the system, control taxes and leave the most money to your children and grandchildren. This isn’t your parent’s IRA.
Tuesday, September 12th (12:00)
Wednesday, October 11th (12:00)
Welcome to
Your 60s
Presented by:
Sarah Stymus
Now that you’re getting closer to retirement age, you’re likely facing a tidal wave of decisions you’ve never had to address before. From maximizing retirement accounts to signing up for Medicare, join us to learn how to take control of your finances before your retire!
Thursday, October 5th (12:00)
Tuesday, November 7th (12:00)