Sage Rutty and 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 and Company, Inc.

Members: FINRA and SIPC

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Spring Cleaning

Katrina Smith, CFP®
Senior V.P.
Financial Advisor
ksmith@sagerutty.com
Ryleigh Mattle
Financial Advisor
rmattle@sagerutty.com

Have you ever wondered what financial documents you should keep, where you should store them, and how long you are required to retain them? In this workshop, we will show you how to set up a clearly-defined record keeping process so you know what you have and where to find it. Walk away with simple tips designed to keep your home organized and clutter-free for years to come.

Sept. 11th - 12:00

Oct. 9th - FULL

Nov. 7th - 5:30