The Key to Retirement Success:
Stick to Your Investment Plan
Investing for retirement is like dieting - it only works if you stick to the plan. Both take effort but yield important results that will impact the quality and comfort of your life. Many people erroneously assume that financial planning is only for the rich or people with complex finances, but that is not true. Saving for the future is important for everyone, and everyone can do it with the right structure and discipline.
There are different levels of financial planning. A skilled financial planner is able to help draft a savings plan that will work for you. Even putting a little money aside every month helps - and the right investments can make something out of nothing. Having a plan that is adaptable and measurable, regardless of complexity, is of the utmost importance. Learning how to effectively do that is priceless.
Sage Rutty has a few upcoming workshops lead by our financial advising experts that can help you design a savings plan that will prepare you for your retirement and your future.
with Christine Palmiere, RICP®, First V.P., Financial Advisor
What is your current retirement income strategy? With employment-based pensions becoming a thing of the past, it is increasingly difficult to maintain an income stream to support your lifestyle during retirement. In this workshop you will learn how to maximize your current retirement income, avoid unnecessary penalties, as well as some new strategies to create the income you desire so you can enjoy the retirement you deserve
with Doug Parker, CFP®, Senior V.P., Financial Advisor
The road to retirement is unpredictable; rising costs, market volatility and longevity will each have an effect on your plans. We have identified the period when a misstep has the greatest potential of derailing a successful retirement and outlined the 10 critical issues you’ll want to focus on. Whether retirement is just on the horizon or you’re already there, you’ll find actionable suggestions in this program.
with Christine Palmiere, RICP®, First V.P., Financial Advisor and
Aaron Young, CFP®, Associate Financial Planner
Do you picture yourself enjoying a comfortable retirement, saving for the cost of college education for a child or grandchild, or providing financial security for your family? Financial planning is a process that can help you reach your goals by evaluating your whole financial picture; then outlining strategies tailored to your specific needs. In this presentation, we will discuss the framework of financial planning to start you down the path of accomplishing your goals.
with Kris Dowejko, First V.P., Financial Advisor
Would your family know what to do if something happened to you? Have you been named Executor to handle someone else’s affairs? In this session, we’ll discuss Probate and how to avoid it, what the role of the Executor really means, and you’ll learn our simple two-step process to make things easier for your loved ones.
All our workshops are held in the Sage Rutty Educational Center located in our offices at 100 Corporate Woods, Suite 300, Rochester, New York. You can learn more about our upcoming free financial workshops and sign up on our website, www.sageruttyuniversity.com, or call 585-512-2309.
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