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Tax & Estate Planning for High Net Worth Investors
In this workshop, we will explore a number of powerful tax-savings strategies to consider implementing now, including how to grow your portfolio in a tax-efficient way. Join us to learn how to reduce your capital gains tax so you keep more of the money you make. We will also highlight some of the simple changes you can make today to pass more money to your heirs.

Nov 9, 2020 11:00 AM in Eastern Time (US and Canada)

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Speakers

Kris Dowejko
Senior Vice President, Financial Advisor @Sage Rutty & Company
Kris Dowejko is a Senior Vice-President and Financial Advisor at Sage Rutty. She grew up understanding the importance of properly managing money thanks to her greatest inspiration—her dad. He was a money manager so Kris grew up in the financial world and never left. She has enjoyed a successful career in finance for the past 30 years and continues to push the envelope with her own unique approach and no-nonsense attitude. With her comprehensive analytical training, experience and contagious energy, Kris brings a down-to-earth, one-of-a-kind approach to everything she does. One of her greatest strengths is taking the most complex financial topics and making them more relatable for clients to easily understand.
Zach Armstrong, CFP®
Vice President, Financial Advisor @Sage Rutty & Company
Zachary Armstrong CFP® (Certified Financial Planner), CLTC® (Certified in Long Term Care) is a Vice President at Sage Rutty. Zach’s interest in the financial field began with the guidance and advice of his father. Zach helps his clients achieve financial security through a comprehensive personal financial planning process. He works with clients on investment analysis, asset allocation design, insurance planning, nursing home care, college and retirement planning. Zach also specializes in socially responsible investing. Clients look to Zach’s team for personal and objective advice on investment management leading up to and throughout retirement, as well as estate and tax planning.