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Thu, Oct 12

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Jamestown

Women In Networking October 12th Estate Planning Issues

Please join us for our Women In Networking meeting that focuses on Estate Planning.

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Women In Networking October 12th Estate Planning Issues
Women In Networking October 12th Estate Planning Issues

Time & Location

Oct 12, 2023, 11:30 AM – 1:00 PM

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

About the Event

Estate Planning Issues

Please join us for our Women In Networking meeting that focuses on Estate Planning.

This presentation will cover:

* What is a will? Why do you need one AND why you should not fully rely on one.

* What is probate? Issues with and how can your family avoid.

* Why titling of accounts and assets matter.

* How to think about business assets in estate planning.

* What happens to qualified (IRAs, 401-k's, Deferred Comp, etc.) assets upon death?

* What items should be addressed by every estate plan.

* What is a trust? Who needs one and what they do.

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.

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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