2018 Discussion Series - September Presentation - "Achieving Your Best Life!"
Kathy Lo Bue, managing director of Glen Eagle Advisors, LLC — and sponsor of the Discussion Series (now in its third year) — will be our Series presenter on September 25th.
The topic is “Achieving Your Best Life! Kathy will discuss how Life is about Choices!
- How do you focus on what’s important?
- How do you plan?
- What steps to you take?
- Lastly, how does your money decisions impact all of the above?
Please join us on Tuesday, September 25th from 7:30-9:30 pm at the Co-Cathedral of St. Robert Bellarmine, Dentici Hall, 61 Georgia Road, Freehold. Adults of all ages are invited. The Series is free, non-sectarian and open to the community. Please call 732-866-6660 to register.
Kathy is an investment advisor with 30 + 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 is a money manager who is not only dedicated to her clients but is also dedicated to giving back to the community. She is the Immediate Past Chair of the Board of Trustees for the non-profit agency Interfaith Caregivers of Greater Mercer County, as well as the Trustee and Co-Chair of the Finance Council for Co-Cathedral of St. Robert Bellarmine in Freehold, NJ. She has also served as a member of the Executive Board of Directors for the Greater Monmouth Chamber of Commerce and is the Past Chair of the Chamber’s Women in Business Committee. In 2016 Glen Eagle was awarded the Chamber’s Circle of Excellence Award for Small Business.
On October 11th, Kathy, and her husband Tony, will be honored for their incredible and generous contributions to Interfaith Caregivers of Greater Mercer County at their 11th Annual Shining Lights Gala. The mission of the agency is to promote the independence, dignity and wellness of homebound elderly and people with disabilities by matching them with supportive and caring volunteers who assist with the tasks of everyday life.
Date and Time
Tuesday Sep 25, 2018
7:30 PM - 9:30 PM EDT
Tuesday, September 25, 2018
7:30-9:30 pm
Location
Co-Cathedral of St.Robert Bellarmine
Dentici Hall
61 Georgia Road
Freehold, NJ 07728
Fees/Admission
Free Community Event
