march, 2021

25mar9:00 am10:00 amCreating a Paycheck from your Investments and Social SecurityVirtual event (Zoom)9:00 am - 10:00 am EST Event Organized By: GARRY RUTLEDGE, AIF® This Event is Sponsored By:: West Chester - Liberty Chamber

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 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:

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