Skyscrapers

Kris Dowejko

Senior Vice President

Financial Advisor

kdowejko@sagerutty.com

585-512-2313

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.

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