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SUMMARY:Prep Your Life Panel: Things you need NOW - W2W June 2023
DESCRIPTION:Prep Your Life Panel: Things you need NOW!\n\nRuthann Woll\, RKL LLP + Panel Moderator\n\nRegina Rinehimer\, Kingsview Partners\n\nSarah Rubright McCahon\, Barley Snyder\n\nAmy Strouse\, RKL LLP\n\n\n\nIt's time to get control of your finances\, a plan for the future\, and make a checklist! Have you ever thought about the items you need to have in order for your future? Not only your future that you'll experience\, but the future where you won't. Hear from an expert panel across industries like legal\, banking\, insurance\, and more to understand the items you should have in place now and for the future\, plus learn about the timeline in which you can start to check off the boxes with DONE and READY! We will be discussing:\n\n Helping Parents Before They Are Gone\n Forms You Need Now wills\, health directives\, power of attorney\n Assigning Beneficiaries\n Financial Planning for the Unexpected\n And much more!\n\n\n\n\nMEET THE PANELISTS\n\n\n\nRuthann Woll\, RKL LLP + Panel Moderator\n\nFor more than two decades\, Ruthann Woll has helped community benefit organizations and individuals manage tax compliance\, navigate tax reporting complexities and secure favorable tax treatment. A Partner in RKL's Tax Services Group\, Ruthann oversees firm wide individual tax planning and compliance efforts and leads the firm's nonprofit tax niche. Ruthann comprehensively serves the tax accounting needs of high-net-worth and high-earning individual clients\, helping them minimize tax exposure through strategies like gift and estate planning\, tax-loss harvesting and charitable contributions. She also helps to lead RKL Private Wealth\, the firm's continuum of financial and legacy planning services for families and individuals with sophisticated wealth management needs.\n\n\n\nRegina Rinehimer\, Kingsview Partners\n\nRegina attended West Virginia Northern Community College in Wheeling\, WV\, and Pennsylvania State University\, where she studied business and finance. Her 25+ year career in financial services includes working for legacy firms that eventually became Wells Fargo Advisors. While at Wells Fargo Advisors\, she earned the distinction of being recognized as part of a select group of financial advisors who exceeded unique standards of care\, including professionalism and education along with exceptional elements of client service. With Kingsview Partners\, Regina is a Partner and Wealth Manager\, and as a member of a multi-location team\, operates out of the Wyomissing\, PA office. Working under a fiduciary standard along with Kingsview's multi-custodian\, fee-based platform\, she has the freedom to provide truly comprehensive client-centric strategies and services. These services include holistic financial planning\, professional portfolio management\, streamlined performance reporting\, and collaboration with tax and legal professionals.\n\n\n\nSarah Rubright McCahon\, Barley Snyder\n\nWhen most people think of estate planning\, they immediately think about a will. But Sarah\, a member of the firm's Trusts & Estates Practice Group\, understands the complexity of a complete estate plan to ensure that a person's wishes are carried out goes much further than a will. While she has helped many clients draft their wills\, she is also qualified at developing comprehensive estate plans and has a broad array of experience with estate and trust administration. This area of her practice includes:\n\n\n Drafting of wills\n Drafting of power of attorney documents\n Drafting health care power of attorney documents and living wills\n Trust creation\n Trust administration\n Special needs trust establishment\n\nAmy Strouse\, RKL LLP\n\nAmy is a Manager in RKL Private Wealth. Her background is weighted in individual taxation\, with a focus on tax planning and tax compliance for high-net-worth individuals. Amy joined RKL in 2000 upon graduation from college. Amy is a member of the American Institute of Certified Public Accountants (AICPA)\, Pennsylvania Institute of Certified Public Accountants (PICPA)\, Dutchland Rollers\, Treasurer\, 2012-2018\, and Orwigsburg Area Free Public Library\, Treasurer\, 2015-2018. Amy resides in Auburn. Amy enjoys golfing\, volunteering and spending time with her family and pets.
X-ALT-DESC;FMTTYPE=text/html:Prep Your Life Panel: Things you need NOW!
\nRuthann Woll\, RKL LLP + Panel Moderator
\nRegina Rinehimer\, Kingsview Partners
\nSarah Rubright McCahon\, Barley Snyder
\nAmy Strouse\, RKL LLP
\n
\nIt'\;s time to get control of your finances\, a plan for the future\, and make a checklist! Have you ever thought about the items you need to have in order for your future? Not only your future that you'\;ll experience\, but the future where you won'\;t. Hear from an expert panel across industries like legal\, banking\, insurance\, and more to understand the items you should have in place now and for the future\, plus learn about the timeline in which you can start to check off the boxes with DONE and READY! We will be discussing:\n\n - Helping Parents Before They Are Gone
\n - Forms You Need Now &ndash\; wills\, health directives\, power of attorney
\n - Assigning Beneficiaries
\n - Financial Planning for the Unexpected
\n - And much more!
\n
\n\n\n
MEET THE PANELISTS\n
\n
Ruthann Woll\, RKL LLP + Panel Moderator\n
For more than two decades\, Ruthann Woll has helped community benefit organizations and individuals manage tax compliance\, navigate tax reporting complexities and secure favorable tax treatment. A Partner in RKL&rsquo\;s Tax Services Group\, Ruthann oversees firm wide individual tax planning and compliance efforts and leads the firm&rsquo\;s nonprofit tax niche. Ruthann comprehensively serves the tax accounting needs of high-net-worth and high-earning individual clients\, helping them minimize tax exposure through strategies like gift and estate planning\, tax-loss harvesting and charitable contributions. She also helps to lead RKL Private Wealth\, the firm&rsquo\;s continuum of financial and legacy planning services for families and individuals with sophisticated wealth management needs.\n
\n
Regina Rinehimer\, Kingsview Partners\n
Regina attended West Virginia Northern Community College in Wheeling\, WV\, and Pennsylvania State University\, where she studied business and finance. Her 25+ year career in financial services includes working for legacy firms that eventually became Wells Fargo Advisors. While at Wells Fargo Advisors\, she earned the distinction of being recognized as part of a select group of financial advisors who exceeded unique standards of care\, including professionalism and education along with exceptional elements of client service. With Kingsview Partners\, Regina is a Partner and Wealth Manager\, and as a member of a multi-location team\, operates out of the Wyomissing\, PA office. Working under a fiduciary standard along with Kingsview&rsquo\;s multi-custodian\, fee-based platform\, she has the freedom to provide truly comprehensive client-centric strategies and services. These services include holistic financial planning\, professional portfolio management\, streamlined performance reporting\, and collaboration with tax and legal professionals.\n
\n
Sarah Rubright McCahon\, Barley Snyder\n
When most people think of estate planning\, they immediately think about a will. But Sarah\, a member of the firm&rsquo\;s Trusts &\; Estates Practice Group\, understands the complexity of a complete estate plan to ensure that a person&rsquo\;s wishes are carried out goes much further than a will. While she has helped many clients draft their wills\, she is also qualified at developing comprehensive estate plans and has a broad array of experience with estate and trust administration. This area of her practice includes:\n\n
\n - Drafting of wills
\n - Drafting of power of attorney documents
\n - Drafting health care power of attorney documents and living wills
\n - Trust creation
\n - Trust administration
\n - Special needs trust establishment
\n
\n
Amy Strouse\, RKL LLP\n
Amy is a Manager in RKL Private Wealth. Her background is weighted in individual taxation\, with a focus on tax planning and tax compliance for high-net-worth individuals. Amy joined RKL in 2000 upon graduation from college. Amy is a member of the American Institute of Certified Public Accountants (AICPA)\, Pennsylvania Institute of Certified Public Accountants (PICPA)\, Dutchland Rollers\, Treasurer\, 2012-2018\, and Orwigsburg Area Free Public Library\, Treasurer\, 2015-2018. Amy resides in Auburn. Amy enjoys golfing\, volunteering and spending time with her family and pets.\n \;