2019 Discussion Series - LIFE-CENTERED PLANNING
Kathy Lo Bue, managing director of Glen Eagle Advisors, LLC — and sponsor of the Discussion Series (now in its fourth year) — will be our Series presenter on May 20th.
The topic is “Life – Centered Planning - Why there is so much more to life than money! Let’s explore your Life Story!
Are you prepared to handle Life Transitions such as:
Child’s College, Loss of a Spouse, Retirement, Loss of a job, Illness, Divorce, Aging Parents – just to name a few! How do you plan? What steps to you take?
Kathy is not your typical investment advisor presenter. The program will be interactive and sprinkled with examples of real life situations to emphasize the importance and benefits of a personal financial plan. The information is presented in a light-hearted, easy to follow way. It is an educational (non-sales) program you do not want to miss!