Sage Rutty University
Special Winter Edition
Estate Planning 101 can be your guide as you work towards a prosperous legacy. Join us for a comprehensive exploration of fundamental principles, legal considerations, and practical strategies to protect your assets and ensure your wishes are fulfilled. Take the first step toward a well-organized future and enroll in Estate Planning 101 today!
Tuesday, February 6th (12:00 PM)
Presented by: Ryleigh Mattle,
Join us to explore the forces set to shape the 2024 financial landscape. In this class, we will delve into global economic shifts, the election, AI and critical market indicators. By analyzing these impactful events, attendees will gain valuable perspectives on emerging opportunities, market trends, and potential risks.
Wednesday, January 31st (12:00 PM)
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.
Thursday, February 1st (12:00 PM)
Secure Act 2.0:
Key Changes for You and Your Heirs
Presented by: Zachary
This class is a deep dive into crucial legislative updates affecting retirees and heirs. Discover key strategies to optimize wealth transfer and navigate retirement complexities. Learn about essential moves to reduce the financial impact of Secure Act changes and save on RMD taxes. Equip yourself with knowledge for a prosperous financial legacy.
Wednesday, February 7th (12:00 PM)