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DTSTART:20201020T223000Z
DTEND:20201020T233000Z
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SUMMARY:The 2020 Discussion Series - October Zoom Webinar - Topic: Getting Older Ain't for Sissies - A Financial Perspective
DESCRIPTION:Presenter: Kathy Lo Bue\n\n\n\nKathy 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 .\n\n\n\nNo matter what your age   you MUST plan!\n\nFinancial 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!                  \n\nWhat We will Discuss:\n\n	Youth                              529 Accounts   Savings Plan for Children\n	Young Adult                   College   What is Your Return on Investment?\n	Middle Age                     Saving and Investing   Different Options\n	Elder                               Retirement Planning\n\n____________________________________________________________________\n\n \n\nKnowledge is POWER ...Sharing is PRICELESS!\n\n____________________________________________________________________________________\n\nKathy 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.
X-ALT-DESC;FMTTYPE=text/html:<strong><em><span style="font-family:arial\,sans-serif"><span style="font-size:14.0pt">Presenter: Kathy Lo Bue</span></span></em></strong><br />\n<br />\n<span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">Kathy Lo Bue\, managing director of Glen Eagle Advisors\, LLC &mdash\; and sponsor of the Discussion Series (now in its fifth year) &mdash\; will be our Series presenter on October 20<sup>th</sup> .</span></span><br />\n<br />\n<strong><em><span style="font-family:arial\,sans-serif"><span style="font-size:14.0pt">No matter what your age &ndash\; you MUST plan!</span></span></em></strong><br />\n<span style="font-family:arial\,sans-serif"><span style="font-size:14.0pt">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!&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\; </span></span><br />\n<strong><em><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">What We will Discuss:</span></span></em></strong>\n<ul>\n	<li><strong><span style="color:black"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">Youth&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\; &nbsp\; &nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\; </span></span></span></strong><strong><span style="color:black"><span style="font-family:segoe ui symbol\,sans-serif"><span style="font-size:12.0pt">&nbsp\; &nbsp\; </span></span></span></strong><strong><span style="color:black"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">&nbsp\;529 Accounts &ndash\; Savings Plan for Children</span></span></span></strong></li>\n	<li><strong><span style="color:black"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">Young Adult &nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\; </span></span></span></strong><strong><span style="color:black"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">&nbsp\; &nbsp\; &nbsp\; &nbsp\;College &ndash\; What is Your Return on Investment?</span></span></span></strong></li>\n	<li><strong><span style="color:black"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">Middle Age &nbsp\; &nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;</span></span></span></strong><strong><span style="color:black"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">&nbsp\; &nbsp\; &nbsp\; &nbsp\;Saving and Investing &ndash\; Different Options</span></span></span></strong></li>\n	<li><strong><span style="color:black"><span style="font-size:12pt">Elder&nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\;</span></span></strong><strong><span style="color:black"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">&nbsp\; &nbsp\; Retirement Planning</span></span></span></strong></li>\n</ul>\n<strong><span style="color:black"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">____________________________________________________________________</span></span></span></strong><br />\n&nbsp\;<br />\n<strong><em><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">Knowledge is POWER&hellip\;...Sharing is PRICELESS!</span></span></em></strong><br />\n____________________________________________________________________________________<br />\n<strong><span style="color:#800000"><span style="font-family:arial\,sans-serif"><span style="font-size:12.0pt">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.</span></span></span></strong><br />\n&nbsp\;
LOCATION:Zoom Webinar Call 732 866-6660 for Webinar Registration Link
UID:e.1458.7345
SEQUENCE:3
DTSTAMP:20260516T043155Z
URL:http://business.monmouthregionalchamber.com/events/details/the-2020-discussion-series-octoberr-zoom-webinar-topic-getting-older-ain-t-for-sissies-a-financial-perspective-7345
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