Check Out The Saxon Event Calendar
Click any event below for more details.
Past & Future Events
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Community Strong
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#CommunitySTRONG Events
Non Profit Events
Saxon University
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Saxon U Events
Wellness Clinics
Medicare Hour
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Ancillary
Enrollment
Medicare Basics
Penalties
Travel
Event Organizer
All
Brian Bushman, CRC®
Brianna Louder
Cole Reynolds
GARRY RUTLEDGE, AIF®
Humana
Jamie Charlton, CFP
Kevin Hagerty, AIF®
Krissi Barr
Maria Cole
Olivia Brumleve
Pandy Pridemore
Rich Arnold
Rob Glover
Russ Goldner
Sharonville Chamber
Todd Yawit
Todd Yawit, AIF®
may
Join Us for Engaging, Educational, Expertise.
Registration open now - Seats fill fast!Time
(Thursday) 4:00 pm - 5:00 pm EST
Location
Saxon MHR Online Event
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits.
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits. In this session, we will discuss:
- Who can be on Medicare
- Medicare payment methods
- The ‘need-to-know’ facts about Medicare Parts A, B, C and D
Join Us for Engaging, Educational, Expertise.
Sign Up - Free to Attend!Time
(Tuesday) 10:30 am - 11:30 am EST
Location
Saxon Online Event
Organizer
Kevin Hagerty, AIF®Kevin joined Saxon in December of 2012, having been a Financial Advisor for 18 years specializing in financial planning solutions. Kevin holds the FINRA Series 6 and 63 securities licenses. He is also licensed for Life and Health Insurance and Annuities and is designated as a Financial Agent. Kevin is a graduate of the University of Cincinnati and considers himself well involved in individual community service projects like Impact Kentucky, Feed the Children, the Susan G. Komen walk and also sponsors a child in Nicaragua. He has spent a majority of his career working with clients in colleges and universities, medical settings and both public and private schools. Kevin specializes in helping individuals and families with their financial needs, whether you are planning for retirement, your child’s college education, have questions about investments or evaluating the need for life, disability or long-term care insurance. His focus has been on building, managing and preserving client assets with an emphasis on asset allocation and retirement income planning. Kevin’s main focus is to design a solution that achieves your objectives while taking care of your specific needs. Check the background of this investment professional on FINRA’s BrokerCheck.khagerty@gosaxon.com
Event Details
Tuesday, May 25. REGISTER HERE Online Event 10:30-11:30 AM Join us for this interactive and educational Outlook event from our
Event Details
Tuesday, May 25. REGISTER HERE
Online Event
10:30-11:30 AM
Join us for this interactive and educational Outlook event from our Saxon University series. During this segment, we will explore preparing for your 8000 Days of Retirement. We will hit on important discussion points such as:
- Preparing for your 8000 days of retirement
- 4 phases of retirement that make up the 8000 days
- Details to make sure you do not overlook.
Event Sponsored by:
Join Us for Engaging, Educational, Expertise.
Register Now.Time
(Thursday) 9:00 am - 10:00 am EST
Location
Saxon Online Event
Organizer
Russ GoldnerRuss Goldner is Director of Supplemental Benefits at Saxon. With over 15 years of experience in the Supplemental Benefits industry, Russ has helped many small to mid-size businesses enhance their benefit offerings through Supplemental Benefits, providing a more robust package of benefits to attract and retain top talent.rgoldner@gosaxon.com
Event Details
May 27: The Advantages of Supplemental Benefits. REGISTER HERE During this 60-minute online event, we will explore common
Event Details
May 27: The Advantages of Supplemental Benefits. REGISTER HERE
During this 60-minute online event, we will explore common questions and best practices to help employers better understand the advantages of providing supplemental benefits to their employees:
- Advantages for the employer
- Attraction & retention
- Employee paid or defined contribution
- Pre-taxed premiums
- Administration and costs
- Leveraging supplemental benefit offset
- Advantages to the employee
- Handling costs
- Pre-tax benefits
- Reducing financial burden
- Claims turnaround
- Portability
- Types of Supplemental Benefit options
- Next steps
- Review current offering
- Developing a customized plan
- Employee education
- Electronic enrollment
Event Sponsored by:
june
Join Us for Engaging, Educational, Expertise.
Registration open now - Seats fill fast!Time
(Thursday) 4:00 pm - 5:00 pm EST
Location
Saxon MHR Online Event
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits.
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits. In this session, we will discuss:
- Who can be on Medicare
- Medicare payment methods
- The ‘need-to-know’ facts about Medicare Parts A, B, C and D
Join Us for Engaging, Educational, Expertise.
Registration Opens February 1stTime
(Thursday) 9:00 am - 10:00 am EST
Location
Saxon Financial
9636 Cincinnati Columbus Road Cincinnati, OH 45241
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, June 24 Online Event Time TBD Join us for this interactive and educational session of The Outlook as a part
Event Details
Thursday, June 24
Online Event
Time TBD
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:
- More details coming soon.
Event Sponsored by:
july
Join Us for Engaging, Educational, Expertise.
Registration open now - Seats fill fast!Time
(Thursday) 4:00 pm - 5:00 pm EST
Location
Saxon MHR Online Event
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits.
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits. In this session, we will discuss:
- Who can be on Medicare
- Medicare payment methods
- The ‘need-to-know’ facts about Medicare Parts A, B, C and D
Join Us for Engaging, Educational, Expertise.
Registration Opens August 1stTime
(Thursday) 9:00 am - 10:00 am EST
Location
Saxon Online Event
Organizer
Pandy Pridemore
Event Details
Thursday, July 22. REGISTER HERE Online Event 9:00-10:00 AM Join us for this interactive and educational Saxon U seminar as
Event Details
Thursday, July 22. REGISTER HERE
Online Event
9:00-10:00 AM
Join us for this interactive and educational Saxon U seminar as we discuss these Top 10 Training Topics for Employers:
- Training that employers with even 1 employee should be aware of
- Training that can address the top 3 reasons HR claims go to court
- Training preferred by the state of Ohio and required by others
- Training the Biden administration is moving towards
Event Sponsored by:
august
Join Us for Engaging, Educational, Expertise.
Registration open now - Seats fill fast!Time
(Thursday) 4:00 pm - 5:00 pm EST
Location
Saxon MHR Online Event
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits.
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits. In this session, we will discuss:
- Who can be on Medicare
- Medicare payment methods
- The ‘need-to-know’ facts about Medicare Parts A, B, C and D
Join Us for Engaging, Educational, Expertise.
Registration Opens August 1stTime
(Thursday) 9:00 am - 10:00 am EST
Location
Saxon Online Event
Organizer
Pandy Pridemore
Event Details
Thursday, August 26. REGISTER HERE Online Event 9:00-10:00 AM Join us for this interactive and educational Saxon U seminar as
Event Details
Thursday, August 26. REGISTER HERE
Online Event
9:00-10:00 AM
Join us for this interactive and educational Saxon U seminar as we discuss the foundation of an HR office:
- Who are the governing bodies involved in Human Resources?
- What should every Company have in the HR Office?
- What is legally required?
- Misconceptions about HR
Event Sponsored by:
september
Join Us for Engaging, Educational, Expertise.
Registration open now - Seats fill fast!Time
(Thursday) 4:00 pm - 5:00 pm EST
Location
Saxon MHR Online Event
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits.
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits. In this session, we will discuss:
- Who can be on Medicare
- Medicare payment methods
- The ‘need-to-know’ facts about Medicare Parts A, B, C and D
october
Join Us for Engaging, Educational, Expertise.
Seats Fill Fast - Sign Up Now to AttendTime
(Thursday) 9:00 am - 10:00 am EST
Location
Saxon Online Event
Event Details
Thursday, October 28th | 9:00-10:00 AM Presentation Join us for this interactive and educational Saxon U seminar as we walk you through how
Event Details
Thursday,
October 28th | 9:00-10:00 AM Presentation
Join us for this interactive and educational Saxon U seminar as we walk you through how to enroll, purchase and better understand Medicare. Session topics include:
- Comprehensive and Informative details highlighting who is eligible
- How to enroll when you are approaching 65, over 65, and working or retired
- How to purchase Medicare
- How to better understand the four types of Medicare and which may work best for you
This event is sponsored by:
november
Join Us for Engaging, Educational, Expertise.
Registration open now - Seats fill fast!Time
(Thursday) 4:00 pm - 5:00 pm EST
Location
Saxon MHR Online Event
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits.
Event Details
Join us online as we provide insight and discussion on how to navigate the complexities of Medicare plans, costs and benefits. In this session, we will discuss:
- Who can be on Medicare
- Medicare payment methods
- The ‘need-to-know’ facts about Medicare Parts A, B, C and D