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