Past Meetup

How to take control of your own personal finances

This Meetup is past

8 people went

Ludington Library

5 South Bryn Mawr Avenue · Bryn Mawr

How to find us

Located close to Rt. 476, on Rt. 30 (Lancaster Ave.) and Bryn Mawr Ave. Steps to Bryn Mawr Septa regional train station. Parking on premise.

Location image of event venue

Details

TOPIC: How to take control of your own personal finances

FREE ADMISSION. Everyone is welcome!
Registration opens at 10:00 a.m. and the program begins at 10:30 a.m.
Ludington Library is located at 5 S. Bryn Mawr Ave., Bryn Mawr, Pa. 19101.

This event had published on 12/13/18 in The Philadelphia Inquirer and Philly.com. http://www2.philly.com/consumer/aaii-20181212.html

Please RSVP now to save your seat.

A panel of four fiduciary registered investment advisers will give unbiased
financial information on topics such as financial planning (including retirement planning), investments, and some self-help tips.

After a panel discussion, the seminar will take questions from the audience.

Moderator:
* Linda Mui, an entrepreneur and investor. She is the founder of Female Financial Freedom, Vice President of Marketing for the American Association of Individual Investors (AAII), Philadelphia chapter and Special Events Chair for The Philadelphia Orchestra (RSC).

Panelists:
* Andrew Herron, CFP®, is a founding member of Stone Pine Financial Partners and a CERTIFIED FINANCIAL PLANNER, Retirement Planning and Social Security.

* Gerard Levin, Ph.D., president of GBL Asset Management, and past president of the American Association of Individual Investors (AAII), Philadelphia chapter.

* Kevin Manning, CFP®, is a founding member of Stone Pine Financial Partners and a CERTIFIED FINANCIAL PLANNER. instructor on Retirement Planning and Social Security. He currently is on the board of the Philadelphia Estate Planning Council.

* Paul Sloate, MBA, founder of Green Drake Advisors, former host of Money Matters TV and member of the Financial Accounting Policy Committee of the Association for Investment Management & Research.

Guests are welcome!!