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Wed, May 15

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Webinar

Retirement Plan Options for Small Business and the Self-Employed Webinar

This webinar will focus on: Why it’s important for you and your employees to start saving now for retirement How retirement plans can benefit you and your business Your options for retirement plans Why you shouldn’t wait to move forward with a plan Guidelines that can help you choose the right plan

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Time & Location

May 15, 2024, 10:30 AM – 11:30 AM

Webinar

About the event

Retirement Plan Options for Small Business and the Self-Employed With Rick Andersen from Andersen Cuddihy, Inc.

Wednesday, May 15, 2024

Time 10:30am-11:30am

This webinar will focus on:

  • Why it’s important for you and your employees to start saving now for retirement
  • How retirement plans can benefit you and your business
  • Your options for retirement plans
  • Why you shouldn’t wait to move forward with a plan
  • Guidelines that can help you choose the right plan

Rick Andersen is a financial advisor and founding partner at Andersen Cuddihy, Inc. in Fredonia, New York. For over 18 years, Rick has given retirement advice to thousands of Western New Yorkers, many of whom are small business owners. He holds the Chartered Retirement Planning Counselor (CRPC) designation, is a graduate of the Cannon Financial Institute of Wealth Management, and holds series 6,7,63, 66, and New York State Life Insurance licenses.  Among Rick's areas of expertise are Retirement Planning, Investment Management, and Estate Planning.

The CRPC conferred by College for Financial Planning.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Bank, Andersen Cuddihy Inc are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Andersen Cuddihy Inc , and may also be employees of Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Bank or Andersen Cuddihy Inc. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

No Bank Guaranteed

No Bank Deposits or Obligations

May Lost Value

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