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We strive to make sure our clients are aware of issues that can change the landscape for their financial decisions. Legislative changes, tax law, and financial products are constantly evolving. We participate in a variety of workshops and seminars to keep pace with these changes.

In order to keep you informed we disseminate information through our Sage Solutions periodical; through participation and sponsorship of webinars; and by speaking at seminars at various locations around the country. We hope the topics we cover are useful to you and your family and help keep you informed.

Please click on the links below to be directed to any areas that are of interest.

NEWS & EVENTS  |   RESOURCES  |   WEBINARS  |   SAGE HILL VAULT


News & Events


Philip Toffel will be a guest speaker on January 28th in New York City at the Capital Roundtable Conference on equity investing in franchise companies.

Philip Toffel will moderate the Southern California Family Business Symposium in Costa Mesa, California on March 8th and the Arizona Family Business Symposium in Scottsdale, Arizona on March 23rd.

Philip Toffel was a guest speaker at the National Restaurant Association convention.

Phil Toffel was the keynote speaker at Prometheus Partners Entrepreneurial Forum. Prometheus Partners is a prominent private equity firm and one of the largest owners of Taco Bell franchises in the country.

Phil Toffel participated as a guest speaker in the Family Business Symposium hosted by the law firm Neal Gerber Eisenberg in Chicago.

Frank Antalek participated in the Investment Management Summit
.

See News Archive

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Resources

Click on the title to download a pdf

BUSINESS SUCCESSION


INVESTMENT MANAGEMENT
REAL ESTATE
ESTATE PLANNING
FAMILY LEGACY
LIABILITY MANAGEMENT
LIFE INSURANCE
INCOME TAX
EXIT STRATEGIES
PRACTICE MANAGEMENT
RETIREMENT PLANNING
HEALTH CARE
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Webinars

Webinar 10/2015   10/2015 - SageHill Investment Strategies for a Volatile Market
     
webinar 12 2014  


12/2014
- Save INCOME TaxesThrough Robust Estate Planning
presentation by Alan C. Brown from Neal, Gerber &Eisenberg, LLP

     
webinar 12 2012  


12/2012
- The Family Office...How does it differ from an Investment Advisor, Wealth Manager, Financial Planner?


webinar 10 2010  


03/2011
- BOLI: A Financial Tool to Solve Multiple Needs


webinar 10 2010  


01/2011
- Sage Hill: Estate Planning Using LESS Life Insurance


View all previous webinars in our archive


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Sage Hill Vault
The Sage Hill Vault is your personal web-based access to your valuable documents, account information, and financial data. With unlimited access at anytime, from anywhere in the world, you have real-time availability to collaborate with all your advisors when you have to make a quick decision or just when you are thinking about your financial future. Features include:

• Secure online access to important documents
• Online access to such other important items as medical records,
   passports, family photos, etc.
• Secure maintenance of all financial data in one location
• Portfolio summaries and analyses
• Financial index data

vault link

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Securities transactions are offered through Halliday Financial, LLC, Member FINRA/SIPC.
All other services, including the financial advisory and investment advisory business of
Sage Hill Advisory and Management LLC are provided independently by Sage Hill Advisory and Management LLC.

Check the background of this firm on FINRA’s BrokerCheck.


Sage Hill Advisory & Management | 18 Division Street, Suite 303 | Saratoga Springs, New York 12866
Phone: 518.871.1214 | Fax: 518.871.1028