The 2021 Discussion Series - Topic: It's All About the PLAN!
Name:
The 2021 Discussion Series - Topic: It's All About the PLAN!
Date:
July 27, 2021
Time:
6:30 PM - 7:25 PM EDT
Kathy Lo Bue, Managing Director - Glen Eagle Advisors, Freehold, NJ
Event Description:
What We Will Discuss
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 (killer) Caregiver and Who Moved My Teeth? Preparing for Self, Loved Ones and Caregiving, Cathy’s second book premiered as #1 on Amazon. Cathy is currently working on her third book about Conversations We Must Have! With many television, radio and podcast appearances, she has also been featured on the Huffington Post, AARP and is a SheSource expert for the Women’s Media Center (WMC) in Washington, D.C. Cathy serves on the Board of Directors of Nancy’s House, a nonprofit dedicated to respite for caregivers. She can also be seen on the West Chester Story Slam YouTube channel. Her website is at www.cathysikorski.com/Speaker. Cathy has a blog, “You Just have to Laugh…..where Caregiving is Comedy at www.cathysikorski.com
- 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 (
