Planning with Purpose.
Taking control of your wealth in uncertain times.
Join us for a free, in-person seminar hosted by Ryan Bouchey, Harmony Wagner, and Samantha Masey of Bouchey Financial Group. Designed for retirees, pre-retirees, and high-net-worth individuals, this evening will give you clear, practical strategies to protect and grow your wealth, no matter what the market brings.
Two Sessions Available.
Choose the date and location that works best for you.
May 18
Saratoga Springs, NY 12866
May 19
Troy, NY 12180
What You’ll Learn.
This seminar is built for retirees, pre-retirees, and high-net-worth individuals who want a more confident, proactive approach to their financial future.
Retirement Planning
How to build and stress-test a retirement income strategy designed to last, whatever the market does.
- Sustainable withdrawal frameworks
- Sequence-of-returns risk & bucket strategy
- Coordinating Social Security & pensions
- Stress-testing with Monte Carlo analysis
Tax Planning Strategies
Smart, legal ways to minimize your tax burden and keep more of what you've worked hard to earn.
- Roth conversion sequencing
- Capital gains & loss harvesting
- RMD planning & bracket management
- Avoiding IRMAA Medicare surcharges
Estate Planning Essentials
How to protect your assets and ensure your wealth is passed on exactly according to your wishes.
- Wills, trusts, and titling fundamentals
- Beneficiary & account-design review
- Charitable & multi-generational giving
- Documents every household should have
Meet Your Presenters.
The advisors leading this seminar bring decades of combined experience helping clients navigate retirement, taxes, and estate planning.
Ryan S. Bouchey
Shareholder
Harmony D. Wagner
Wealth Advisor
Samantha B. Masey
Marketing Coordinator
Sign up to attend.
Planning with Purpose Seminar - May 2026
Sign up to attend our free Planning with Purpose seminar!