Planning with Purpose.
A look back at our May sessions in Saratoga Springs and Troy.
Whether you joined us in person, planned to and couldn't make it, or are just discovering us now, thanks for being here. Over two evenings in May, Ryan Bouchey, Harmony Wagner, and Samantha Masey walked through what it takes to plan with intention in markets that refuse to behave. The framework below is the same one we use with clients every day.
What We Covered.
The seminar was built for retirees, pre-retirees, and high-net-worth individuals who want a more confident, proactive approach to their financial future. Three pillars. One coordinated plan.
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 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 who led 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
Were you with us in May?
If you joined us in person, or planned to and couldn't make it, and want to talk through what any of this looks like for your own plan, we'd love to hear from you. A member of our team will be glad to help.
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