The 2021 Discussion Series - Topic: It's All About the PLAN!
What We Will Discuss
- Tools in our Tool Box
- Life happens – are you prepared?
- Who Gets What?
- Do the Math!
- The Conversation
- THE PLAN!!!!
As a Registered Investment Advisor and Fiduciary, Kathy has been helping clients achieve their financial goals, through a holistic investment management approach for over 35 years. In October 2014, Kathy opened the Freehold Branch office of Glen Eagle Advisors in the Pinho Professional Center which has grown to a total staff of five professionals.
Kathy is not only a dedicated professional, but she is also an active participant in her community, whether it’s serving on non-profit boards, engaging in financial speaking engagements or helping clients reach their ROL (Return on Life)! Kathy is also the host/sponsor of The Discussion Series (now it its 6th year) - a FREE educational series open to all. Kathy believes Knowledge is POWER....Sharing is PRICELESS!
PRESENTER: Cathy Sikorski, Esq.
Cathy Sikorski, Esq. is a practicing and consulting Elder Law attorney for over 30 years. She speaks to promote financial and legal preparation in the aging crisis. The author of two books, Showering with Nana: Confessions of a Serial (
Date and Time
Tuesday Jul 27, 2021
6:30 PM - 7:25 PM EDT
Tuesday, July 27, 2021
6:30 PM
Location
Zoom Webinar Presentation
Call 732-866-6660 for Registration Link
Fees/Admission
Free Educational Community Event
Contact Information
732-866-6660
Send Email
