Always Growing, Always Learning:
Keeping Your Advantage in an Ever-Changing Financial Market
Sage Rutty has been in business for over 100 years, and our key to success has been the ability to adapt to the ever-changing financial market. It has been said that the difference between being smart and being intelligent is that smart “is more about being adaptable.”
Sage Rutty believes in sharing our knowledge with others so they too can make smart financial decisions and that belief is one of the reason why the Sage Rutty University was created.
"We want our clients to be as informed as possible about today’s economic changes and challenges, and the impact that these factors can have on personal plans and goals.”
The Sage Rutty University offers free hour-long informative workshops, that are open to both their clients and the general public, on a variety of subjects that offer, "valuable educational tools and resources to assist you in your efforts to stay up-to-date on the latest financial information, activities and best practices.”
An example of the diverse topics covered is our upcoming, “Financial Spring Cleaning” workshop with Financial Advisor, Jill Knittel. This workshop explores how a thorough spring cleaning includes organizing one’s papers. The informative workshop answers such questions as: Which documents should you keep? For how long? What papers should be tossed? Which shredded? Where should documents be stored? The workshop "will show you how to set up a clearly-defined record keeping process so you know what you have and where to find it” so you can “ walk away with simple tips designed to keep your home organized and clutter-free for years to come."
Other examples of financial workshop topics covered are:
Feel free to bring a friend and RSVP to attend any of these workshops. You can find the complete calendar of events for Sage Rutty’s Financial Workshops online. All workshops are held in the Sage Rutty Educational Center located in their offices at 100 Corporate Woods, Suite 300, Rochester, New York. In addition to helping people learn more about evolving financial strategies, these workshops also allow people to get to know Sage Rutty advisors in a stress-free, sales-free, no obligation environment. Please call 585-232-3760 or contact us online to learn more.
No comments:
Post a Comment