A Learning Seminar for IRA and 401(k) Owners
Recent Volatility May Threaten Your Nest Egg

Join us for a complimentary gourmet dinner and
Retirement Planning Seminar:

Common retirement mistakes to avoid:

Learning how to avoid unnecessary mistakes might be the best investment you can make

  • How to avoid running out of income during retirement
  • Strategies to help minimize your federal and state income taxes on your IRA / 401(k)
  • Strategies to convert to a Roth IRA or not to convert
  • Strategies to postpone or reduce taking Required Minimum Distributions (RMD) at age 70 1/2 
  • The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard earned money!)

Wednesday, June 1st, 2022 at 6:30 PM 

at Jacob and Anthony's American Restaurant

38 High Rock Ave | Saratoga Springs, NY

 

Reservations required. Please reserve your seats by calling 1-877-727-9618 or fill out the form.

Hosted by: Minich MacGregor Wealth Management | 21 Congress St | Saratoga Springs, NY | (518) 499-4565

RSVP for our upcoming event!

We will contact you to verify the RSVP is in good order.

Our Presenter:
Jason MacGregor, AIF®

RIA Principal, Portfolio Manager

Jason MacGregor has been working as a Financial Advisor since 1993 and has worked for a large Wall Street brokerage firm and a regional investment firm. Since 2009 he has been co-owner of Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm. Jason is one of the firm’s Portfolio Managers and has earned the Accredited Investment Fiduciary (AIF) designation.

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