june, 2021

24jun9:00 am10:00 amThe Outlook: Windfall Provision and Government Pension OffsetSponsored by West Chester Liberty Chamber Alliance9:00 am - 10:00 am EST Event Organized By: GARRY RUTLEDGE, AIF® This Event is Sponsored By:: West Chester - Liberty Chamber Alliance

Join Us for Engaging, Educational, Expertise.

Registration Open Now


(Thursday) 9:00 am - 10:00 am EST


Saxon Financial

9636 Cincinnati Columbus Road Cincinnati, OH 45241


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, June 24

Online Event
9a-10a ET

Join us for this interactive and educational session of The Outlook as a part of the Saxon U seminar series. During this session, we will discuss the Windfall Provision and Government Pension Offset while taking a look at how this impacts Social Security: 

  • “Windfall Elimination”: What is it and how does it impact Social Security
  • “Government Pension Offset” explained
  • The impact of starting Social Security before full retirement age
  • How to claim Social Security benefits on an ex-Spouse
  • How to claim Social Security benefits for children


Event Sponsored by: