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Thu, May 11

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Jamestown

May 2023 Women In Networking (WIN) in-person luncheon

Please join us on May 11, 2023 (11:30am-1:00pm) for our Women in Networking meeting that focuses on Retirement Issues.

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May 2023 Women In Networking (WIN) in-person luncheon
May 2023 Women In Networking (WIN) in-person luncheon

Time & Location

May 11, 2023, 11:30 AM – 1:00 PM

Jamestown, 241 James Ave, Jamestown, NY 14701, USA

About the event

Please join us on May 11, 2023 (11:30am-1:00pm) for our Women in Networking meeting that focuses on Retirement Issues.

Get to know our guest speakers:

Lorie Runge has over 10 years of corporate finance experience. She spent her time working with major food brands providing analysis, budgeting, and forecasting. Lorie made the switch from the corporate world because she wanted to start working directly with individuals to help them meet their financial goals. Currently, she is the Client Relationship Manager at Andersen Cuddihy and will transition to a financial advisor role over the course of 2023.

Lorie has her bachelor’s degree from Binghamton University in finance and consulting. She has a Project Management Certification from Cornell University. She completed her securities licensing in 2022 including her SIE, Series 7, and Series 66. In addition to her securities licenses, she obtained her NYS insurance license as well in 2022.

Originally from Lakewood, NY, Rick Andersen earned both his B.A. and M.A. in History and Social Studies from SUNY Fredonia. A former high school history teacher and soccer coach at Westfield Academy, he started his career as a financial advisor at Waddell & Reed in 2006. In 2009, Rick accepted the position of ‘Premier Relationship Manager’ at HSBC bank, where he worked in the Jamestown, Gowanda, Westfield, and Dunkirk/Fredonia markets. In 2012, Rick and business partner Jack Cuddihy formed Andersen Cuddihy, Inc. Rick sincerely believes in taking a holistic approach to wealth management and financial planning and therefore spends a considerable amount of time attempting to understand the unique needs of each client well before any recommendations are considered.

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