The 2020 Discussion Series - October Zoom Webinar - Topic: Getting Older Ain't for Sissies - A Financial Perspective
Name:
The 2020 Discussion Series - October Zoom Webinar - Topic: Getting Older Ain't for Sissies - A Financial Perspective
Date:
October 20, 2020
Time:
6:30 PM - 7:30 PM EDT
Event Description:
Presenter: Kathy Lo Bue
Kathy Lo Bue, managing director of Glen Eagle Advisors, LLC — and sponsor of the Discussion Series (now in its fifth year) — will be our Series presenter on October 20th .
No matter what your age – you MUST plan!
Financial planning can seem complicated and sometimes intimidating but sound financial planning is so important for all stages of your life. It is the gift that keeps on giving!
What We will Discuss:
Knowledge is POWER…...Sharing is PRICELESS!
____________________________________________________________________________________
Kathy is an investment advisor with 35 years of experience. Before joining Glen Eagle Advisors, LLC (a SEC Registered Investment Advisor), Kathy worked for over nine years as a Portfolio Manager/Investment Strategist and was a member of the Investment Policy Committee for a small boutique investment advisory firm in Princeton. Previously, Kathy was with JP Morgan Chase Bank in NY for over 18 years. There she was a Senior Portfolio Manager and Vice President in the Personal Asset Management Division. In this position Kathy was responsible for managing over 200 investment and trust portfolios totaling over $180 million in assets. Kathy also worked for the JPMorgan Private Bank where she served as Portfolio Manager for both domestic and international clients, managing over $580 million in assets.
Kathy Lo Bue, managing director of Glen Eagle Advisors, LLC — and sponsor of the Discussion Series (now in its fifth year) — will be our Series presenter on October 20th .
No matter what your age – you MUST plan!
Financial planning can seem complicated and sometimes intimidating but sound financial planning is so important for all stages of your life. It is the gift that keeps on giving!
What We will Discuss:
- Youth 529 Accounts – Savings Plan for Children
- Young Adult College – What is Your Return on Investment?
- Middle Age Saving and Investing – Different Options
- Elder Retirement Planning
Knowledge is POWER…...Sharing is PRICELESS!
____________________________________________________________________________________
Kathy is an investment advisor with 35 years of experience. Before joining Glen Eagle Advisors, LLC (a SEC Registered Investment Advisor), Kathy worked for over nine years as a Portfolio Manager/Investment Strategist and was a member of the Investment Policy Committee for a small boutique investment advisory firm in Princeton. Previously, Kathy was with JP Morgan Chase Bank in NY for over 18 years. There she was a Senior Portfolio Manager and Vice President in the Personal Asset Management Division. In this position Kathy was responsible for managing over 200 investment and trust portfolios totaling over $180 million in assets. Kathy also worked for the JPMorgan Private Bank where she served as Portfolio Manager for both domestic and international clients, managing over $580 million in assets.
