Rochester Section Life Members - June 2025 Virtual Meeting

#Financial #Tax #Planning
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A talk on financial and tax planning.



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  • Starts 10 June 2025 04:00 AM UTC
  • Ends 17 June 2025 08:00 PM UTC
  • No Admission Charge


  Speakers

Lyle Tague

Topic:

Financial and Tax Planning

There are many options available for investments and estate planning, as well as options around drawing money for retirement, and to fund favorite charities. This presentation is intended to make participants aware of many of these options for making their personal decisions while trying to minimize taxes.

Biography:

Lyle grew up in NE Pennsylvania on a dairy farm. He earned a BSEE from PSU, and a Masters in EE from the University of Rochester. He is a P.E, and a retired Home Inspector. He had a career at Eastman Kodak Company where his roles included Quality Assurance, Relationship Management, Project Management, Program Management, Technology and Manufacturing Assessment, WW Operations, and WW Supply Chain.

He retired in 2009 and has volunteered with AARP Tax-Aide with a focus on providing tax service for the elderly and disadvantaged.





Agenda

Presentation

followed by Q&A