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The Reserve on The Erie Canal

One Reserve View Boulevard

Rochester, NY 14618

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Please join us for an evening of education and networking!

Be sure to invite a guest! (Up to 4 registrants per invitation). Seating is limited please register early.


Beer, wine and hors d'oeuvres will be served throughout the event.

5:30 - Doors open; tour the venue, relax with some food and drink.

6:15 - 6:45 Main platform speaker - Richard Catts, CFA, CAIA, Vice President, Senior Portfolio Strategist, Jackson National Life Distributors LLC, Rick will provide a current economic update.

7:00 - 8:30 - There will be 5 individual break out sessions to select from. Choose from the top 3 topics that most interest you! Each break out session will last 20 minutes.

Topics:

  • Social Security - What are my options? When should I take it?
    ~Dave Guarino, RICP®, Sr. Regional V.P., Guardian Investor Services

  • Medicare - How does it work? What will it cost?
    ~Nancy Skelton, Medicare Specialist

  • Long Term Care Planning - What are the rules?
    ~Jason Livingston, Attorney, Law Offices of Pulllano & Farrow PLLC

  • Behavioral Finance - The #1 threat to your investment portfolio is unbridled emotion.
    ~Kyle Elliott, Vice President, Subadvisory Consultant, OppenheimerFunds

  • Closing the Income Gap - How does a modern day annuity work?
    ~Todd Lashway, Jackson National Life Insurance Company

8:45 - 9:00 - Closing Comments and Wrap Up



Carl Lutz is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Lutz & Associates and Alliance Advisory Group are not affiliates or subsidiaries of PAS or Guardian. 2017-37528 Exp 5/17



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Date and Time

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The Reserve on The Erie Canal

One Reserve View Boulevard

Rochester, NY 14618

View Map

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