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Never Let a Good Crisis Go to Waste
As Winston Churchill famously pointed out, moments of crisis also bring along great opportunity. Whether it is saving on taxes, mitigating risk, or capitalizing on future growth, our current economic environment is full of potential for those who know how to make the most of it.

Oct 21, 2020 11:00 AM in Eastern Time (US and Canada)

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Speakers

James Burke, CFP®, AIF®
Senior Vice President, Financial Advisor @Sage Rutty & Company
Jim Burke is a Certified Financial Planner Practitioner™, an Accredited Investment Fiduciary and a Senior Vice President and shareholder of Sage Rutty & Company. He also serves as Sage Rutty’s Vice President of Finance. Jim graduated from St. Bonaventure University with a degree in Accounting and is active with the college’s alumni association. Prior to joining Sage Rutty & Company in 1992, Jim spent four years in public accounting with Pricewaterhouse Coopers. He is a graduate of the Wharton School’s Securities Industry Institute.
Ryan Miller, AIF®, CHSA®
Retirement Plans Specialist @Sage Rutty & Company
Ryan Miller joined Sage Rutty in February of 2018 as a Retirement Plans Associate within the Parker & Burke Group. Committed to improving individual’s ability to retire comfortably, Ryan works directly with 401(k) participants to help them on a path towards retirement success. Ryan uses his previous experience working in asset management to provide the best possible service. Originally from the Rochester area, Ryan stayed in western New York to get his degree from the University at Buffalo graduating with honors in Business Administration – Finance and a minor in Economics. When out of the office Ryan enjoys spending time outdoors and on the Finger Lakes.