Savage University offers business owners and their executive teams a series of high-impact, university-caliber financial seminars and workshops in the Toledo area that deliver real value on subjects that are vital to business and personal success.

Tuesday, Nov 8, 2016
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Guide to Retirement: Simplifying the complex of what you need to know

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Guest speaker, Matt Lehner, vice president and client advisor for the northeastern regional territory of the Subadvisory/Insurance distribution channel of J.P. Morgan Asset Management explores practical investment strategies for every stage of life.

 

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PAST EVENTS

November 16, 2015, Savage University Presents: “The Post ACA World: What you should be doing now to prevent penalties later.” with Peter J. Marathas, Jr.

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Peter J. Marathas Jr.

Peter J. Marathas, Jr. is the managing partner of Boston Based Marathas Barrow & Weatherhead, LLP, one of the nation’s leading executive compensation, benefits and employment law firms.

Peter will discuss the new ACA developments, including “Pay or Play” penalty increases, out of pocket maximums, and a small group market expansion. He will also address reporting requirements, due dates, penalty relief, and more.

Michelle PratherMarch 11, 2014, Savage University Presents: Michelle Prather

“Protecting Your Retirement Nest Egg”

Savage and Associates is pleased to present an informational program discussing Long Term Care planning: “Protecting Your Retirement Nest Egg.”

Michelle Prather, Regional Marketing Director with the State Life Insurance Company, a OneAmerica® company, will talk about the important issues, concerns, considerations, and choices regarding this very timely subject that could affect, directly or indirectly, nearly all of us.

December 22, 2014, Savage University Presents: Erin Thompson and Michelle Prather

Savage and Associates is proud to host “Social Security Benefits: Retirement, Survivor, and Medicare” presented by Erin Thompson and “Asset-Based Long Term Care opportunity.”presented by Michelle Prather. This informative event for accountants and attorneys on December 22, 2014. This course has been approved for 2.0 continuing education credits.

Erin ThompsonErin Thompson, Public Affairs Specialist with the Social Security Administration has been with the Social Security administration since 2001, and is the primary contact for media relations, outreach, and presentations for the agency in the Toledo area.

Michelle PratherMichelle Prather, Regional Marketing Director with the State Life Insurance Company, a OneAmerica® company, will discuss the changing landscape of long-term care, the current costs, the consequences of failure to plan, and alternative solutions.