march, 2021
Join Us for Engaging, Educational, Expertise.
Sign Up - Free to Attend!Time
(Thursday) 9:00 am - 10:00 am EST
Location
Saxon Online Event
Organizer
GARRY RUTLEDGE, AIF®Garry W. Rutledge, Jr. is a partner and CIO of Saxon Financial Services. Garry joined Saxon in August of 2006 and his focus at Saxon is the strategic management of client assets with tax minimization and capital preservation as the foundation of his planning strategy. Garry has worked for two respected firms in his 30+ years of being in the industry. He has been in the financial planning business since 1988 when he graduated from Wright State University with a degree in Finance and holds a 7, 63 and Life and Health license. In his spare time, Garry enjoys volunteering with other Saxon team members through the #CommunityStrong initiative where he can work with non-profits, such as Habitat for Humanity, and get a chance to give back to his community. Check the background of this investment professional on FINRA’s BrokerCheck.grutledge@gosaxon.com
Event Details
Thursday, March 25. REGISTER HERE Online Event 9:00-10:00 AM Join us for this interactive and educational Saxon U seminar as
Event Details
Thursday, March 25. REGISTER HERE
Online Event
9:00-10:00 AM
Join us for this interactive and educational Saxon U seminar as we discuss ways to create a paycheck from your investments and social security:
- Sources of Income
- How Taxes impact Withdrawal
- What impacts Social Security
- Legacy Planning with Certain Assets
- RMD Withdrawals/Planning
Event Sponsored by: