A Timely Learning Seminar for IRA and 401(k) Owners

Recent Market Volatility May Threaten Your Nest Egg


Join us for a delicious steak, chicken, or vegetarian dinner and Retirement Planning Seminar at:

at Jacob and Anthony's American Restaurant
38 High Rock Ave | Saratoga Springs, NY

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

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

If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b), 457 or TSP you don't want to miss this seminar!

Sorry, our seminar is at capacity.

Click here to check for other dates available.

You are joining our waitlist for
Wednesday, April 24, 2024 at 6:30 p.m.!

We will contact you if seats become available.

Click to see our seminar page.

Our Presenter:

Jason MacGregor, CEPA, 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) and Certified Exit Planning Advisor (CEPA) designations.