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Sage Rutty University Fall 2024 Seminars
Tue, Nov 26RochesterNov 26, 2024, 12:00 PM – 1:00 PMRochester, 100 Corporate Woods #300, Rochester, NY 14623, USANov 26, 2024, 12:00 PM – 1:00 PMRochester, 100 Corporate Woods #300, Rochester, NY 14623, USAIf you are currently enrolled in a Medicare Plan, now is the time to review your 2025 health care plan options. Our Medicare Insurance team welcomes you to join us for an informal Q&A session to explore your plan options.
Wed, Dec 04RochesterDec 04, 2024, 12:00 PM – 1:00 PMRochester, 100 Corporate Woods #300, Rochester, NY 14623, USADec 04, 2024, 12:00 PM – 1:00 PMRochester, 100 Corporate Woods #300, Rochester, NY 14623, USALearn about the different types of trusts available and how they can be used to achieve your specific financial goals. Discover the different benefits of trusts, including asset protection, tax savings, maintaining control, and probate avoidance.
Thu, Dec 05RochesterDec 05, 2024, 12:00 PM – 1:00 PMRochester, 100 Corporate Woods #300, Rochester, NY 14623, USADec 05, 2024, 12:00 PM – 1:00 PMRochester, 100 Corporate Woods #300, Rochester, NY 14623, USAAlmost every financial planning issue –including retirement, investments, cash flow, insurance, or estate planning – has major tax considerations and implications. In this class, we will discuss how powerful and customized tax planning can help individuals minimize their overall lifetime tax burden
Tue, Dec 10RochesterDec 10, 2024, 12:00 PM – 1:00 PMRochester, 100 Corporate Woods #300, Rochester, NY 14623, USADec 10, 2024, 12:00 PM – 1:00 PMRochester, 100 Corporate Woods #300, Rochester, NY 14623, USAWhat is the best way to ensure your family is taken care of after you pass? Having an Estate Plan is the best place to start. In this class, we will examine modern estate planning strategies and discuss their implications for asset distribution.
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