Sage Rutty & Company, Inc.  

100 Corporate Woods, Suite 300   Rochester, New York 14623 
main phone 585.232.3760   University 585.512.2309   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty & Company, Inc.

Members: FINRA and SIPC

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Special Winter Edition: 

Protecting Your Money from the Nursing Home

Craig Gingerich,
CFP®, AIF®, CHSA®
Nicholas Proukou, Esq.

The average cost of a nursing home stay in Monroe county is $148,000 per year. Without a plan, these costs can quickly deplete your hard earned dollars. Join Craig Gingerich and Nicholas Proukou to learn what you can do to protect your money for you and your loved ones.

Seminar Dates:

Wednesday, February 5th - 12:00 PM (FULL)

NEW! Wednesday, February 5th - 2:00 PM

Wednesday, February 12th - 5:30 PM (FULL)

Register Below

Special Needs Planning: Legal & Financial Strategies

Do you have a loved one with special needs? In this workshop you will learn to navigate the complex financial and legal maze of special needs planning. You can gain peace of mind by knowing that your family will be well cared for; both now and long after you are gone.

Seminar Dates:

Thursday, February 6th - 12:00 PM

Tuesday, February 11th - 5:30 PM

Register Below

Zach Armstrong,
CFP®
Stephen Bennett, Esq.

SECURE Act: Tax Efficient Retirement & Estate Planning

Zach Armstrong,
CFP®

Congress has passed the SECURE Act which dramatically changes Tax and Estate planning. The tax hit on your IRAs and Retirement plans could be unprecedented unless you take action. Come learn the advanced strategies to save tax dollars now and prevent your beneficiaries from having a huge tax bill later.

Seminar Dates:

Thursday, February 20th- 12:00 PM (FULL)

NEW! Thursday, February 20th- 2:00 PM (FULL)

Tuesday, February 25th- 12:00 PM (FULL)

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Kris Dowejko

Becoming a Florida Resident

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Douglas Parker, CFP®, CHSA®

The perks of Florida include more than palm trees, sunshine and Mickey Mouse. With no state income tax, it’s easy to see why Florida and other states repeatedly rank as top places to live. Join us to learn how to change your residency and make your retirement dollars go further by not sharing them with the state.

Seminar Dates:

Wednesday, January 29th- 12:00 PM (FULL)

Thursday, February 20th- 5:30 PM (FULL)

Register Below