Sage Rutty Offers Free Informational Workshops to Improve Financial Wellness

Rochester, N.Y. — This spring, Sage Rutty & Co., the region’s oldest locally owned financial institution, is launching its latest installment of Sage Rutty University, a free webinar series offering informational workshops on a range of financial topics. Registration is now open for its spring semester which will run through the end June.

Since its inception in 1915, Sage Rutty has remained committed to helping its clients understand their financial decisions and the options available to them. Sage Rutty University was founded in 2012 when Sage Rutty President Wayne F. Holly realized there was a need to extend the firm’s expertise beyond its client base to benefit all members of the Rochester region.

“Sage Rutty is excited to open its virtual doors for another semester of classes that will help members of the public be as informed as possible about today’s economic changes and challenges, and the impact these factors can have on personal plans and goals,” Holly said. “We pride ourselves on offering a wide variety of classes through Sage Rutty University. From smart tax strategies to retirement planning—there is a class for you no matter what stage of life you’re in.”

Sage Rutty University’s spring semester will include hundreds of classes on 14 unique topics that focus on financial wellness and retirement security. In addition to its traditional classes, the semester will feature five new classes, including “Investing for Growth While Avoiding Landmines,” “Are You Too Conservative?,” “8 Tax Strategies: Your Blueprint for Post-COVID Investing” and “Protecting Your Money from the Nursing Home.”

Out of an abundance of caution for the safety and well-being of class attendees and Sage Rutty staff who teach the classes, workshops will be conducted via webinar. As with in-person classes conducted in the past, classes will run approximately one hour.

All workshops are free and open to the public but require prior registration. To register for a workshop or for more information on Sage Rutty University, visit

About Sage Rutty

For more than 100 years, Sage Rutty and Company Inc. has helped Rochester families create and preserve wealth for generations. As the oldest locally owned financial services firm in the Rochester area, the firm has consistently delivered on its commitment to invest and manage its clients’ money as if it were its own. Today, Sage Rutty has a time-honored relationship with Rochester itself and is proud to count a number of second- and even third-generation clients among those it serves. For more information, visit

For More Information, Contact:

Alyssa Whitley, Dixon Schwabl

Public Relations Coordinator