2020 Discussion Series - March Presentation - "Getting Older Ain't for Sissies - a Financial Perspective

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 March 24^th.

No matter what your age – you MUST plan!
Financial planning can seem complicated and sometimes intimidating but sound financial planning can be useful 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