The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we’ll answer in the simplest way we can. No jargon, we promise.
Episodes
Thursday Oct 15, 2020
Thursday Oct 15, 2020
Our latest EWS event was hosted by Kerry Luria and Susie Borreti Panduku of Lexington Wealth Management. As financial advisors,they are often asked to talk to adult children of clients about budgeting, managing debt, saving and investing. In our discussion, we offered helpful tips and strategies for those who are starting their financial life or even coming up on milestones such as buying their first home or marriage.
Kerry Luria, RLP ®, is a Managing Director and Senior Wealth Advisor at Lexington Wealth Management. She embraces a holistic approach to working with clients and as a Registered Life Planner, is a careful, empathetic advisor. In her role as Managing Director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values and culture. She understands that wealth management is not a commodity, it is personal, and so is each client’s relationship with us.
Susie Boretti Panduku, CPA, CFP®, is a Wealth Advisor at Lexington Wealth Management. She is a graduate of Bentley University, where she also received her Master’s degree in Financial Planning. Prior to joining Lexington Wealth, Susie worked for RSM in their tax department before switching to wealth management. She focused on high-net-worth families and individuals, specifically on those who owned small businesses in the manufacturing and building materials industries.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.