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Sage Rutty & Company is pleased to present Sage Rutty University. Rochester’s oldest, locally owned financial services firm is offering complimentary educational workshops to equip our community with resourceful knowledge and dynamic tools to navigate the complexities of personal finances. Whether you are planning for retirement, already retired, or have concerns about the current or future state of the economy, there is a class for you! For questions, concerns or more information, please contact Rachel at 585-512-2333.
*Registration for each class is required.*
The information being presented at the Medicare AEP sessions is applicable only for residents of the following counties:
Monroe, Ontario, Livingston, Seneca, Wayne and Yates.
Upcoming Events
Multiple DatesA Decade of Decisions: Navigating the 10 Year Rule7 days to the eventTue, Oct 14Sage Rutty & Company
Multiple DatesBursting the Bubble: Surviving Market Manias and Crashes8 days to the eventWed, Oct 15Sage Rutty & Company
Multiple Dates2025 Tax Law Changes: Seize the Opportunities8 days to the eventWed, Oct 15Sage Rutty & Company
Multiple DatesInheriting Prosperity: Managing & Maximizing Inherited Assets15 days to the eventWed, Oct 22Sage Rutty & Company
- Multiple DatesTrust Planning: Preserving Wealth, Protecting Loved Ones21 days to the eventTue, Oct 28Sage Rutty & Company
Multiple DatesPrepare, Protect, Preserve: A Guide to Estate Planning23 days to the eventThu, Oct 30Sage Rutty & Company
Pay Less Tax: Will the Big Beautiful Bill Help or Hurt?28 days to the eventTue, Nov 04Sage Rutty & Company
Multiple DatesProtecting Your Assets From the Nursing Home29 days to the eventWed, Nov 05Sage Rutty & Company
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