• Lunch following the meeting

    43 Cricket

    Nam Phuong Bistro, a new authentic Vietnamese cuisine in the Philadelphia's Mainline. The menu looks good with great reviews. https://www.yelp.com/biz/nam-phuong-bistro-ardmore-3 A free unbiased financial education seminar at The Ludington Library in Bryn Mawr at 10:30 AM (closed to Rt.476 & Rt.30). Just publicized in The Philadelphia Inquirer and Philly.com. http://www2.philly.com/consumer/aaii-20181212.html Please RSVP the meeting separately. After the meeting, we shall get together at this restaurant for some delicious food. This would be my first time at this restaurant. Hope you can join me and get together for social time together. Please RSVP here to get a headcount for reservation. I look forward to seeing you tomorrow at the meeting and lunch! Cheers, Linda

  • How to take control of your own personal finances

    Ludington Library

    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!!

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