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January 2020
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Tuesday, January 28, 2020

Ahead of the Curve; Financial Planning for Major Life Events

11:30 AM - 01:30 PM Central Standard Time

1818 Market Street
1818 Market Street, Suite 3110
Philadelphia, PA , 19103



When it comes to pre-planning for major life events, Some of us are better than others. And yet...these milestones can be some of the most stressful we ever face: home purchase, wedding, kids?, unemployment, retirement, sudden illness, business start-up With a little financial forecasting, you can get ahead of the curve and avoid some of the anxiety.

The panel will address:
How to plan for life events with greater confidence and clarity
How your cash flow impacts life events
Best practices for establishing goals
Benefits and sense and sense of security from financial planning
 
______________________________________
 
With:
 
Tonia Adleta
CEO, Adleta Events 
 
Bill Friederich
Mortgage Broker, Bayshore Mortgage
 
Jaime Kerezsi
Realtor, Keller Williams
 
 
Earl Shorter
Retirement Advisor, Pegasus Financial Planning
 
 
Moderator:
Ty McGilberry
Financial Advisor, Lincoln Financial Advisors
 
________________________________________
 
Date:
Tuesday, January 28, 2020 
 
 
Time:
11:30 AM - Lunch & Networking
12:00 PM-1:30 PM - Program
 
 
Location:
Michael Baker International
1818 Market Street, Suite 3110, Philadelphia, PA 19103
 
 
Price:
Members - Free ($15 cancellation fee applied to no-shows)
Non-Members - $30
 
 
Lunch will be provided. Please advise of any dietary restrictions.
 
 
RSVP Deadline: Space is limited, so register by Thursday, January 23, 2020. 
 

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