Some jest – “When did my 401K turn into a 201K?” But market volatility and your nest egg is no laughing matter.
Recent and drastic shifts in China’s economy as well as concerns over plummeting oil prices and ongoing turmoil in the Middle East have investors worried about their financial future – from college funding to retirement planning.
A panel discussion entitled “Market volatility – how do you protect your nest egg?” will address that topic. The free presentation will include seasoned, regional financial experts including Betsy Vallone of Essential Asset Management based in Norwell, MA; Bob Leonard of Rodman CPAs located in Waltham, MA; and Attorney James Tierney, Law Offices situated in Duxbury, MA.
The discussion, including time for questions and answers, will be held February 24, 6 p.m. – 7:30 p.m. at John Curtis Library, 534 Hanover Street (Route 139), Hanover, MA 02339. Light refreshments will be served. To RSVP, please call (781) 569-4914 or email email@example.com.
Families, small business owners, people in transition and those in retirement who are generating income are encourage to attend and learn strategies to protect their financial future.
Topics will include an outline of safer investment options, simple measurement tools to keep investments on track, alternatives to traditional investing and strategies for paying yourself first.
The panel discussion is sponsored by Essential Asset Management (EAM) of Norwell, MA. The firm was founded in 2011 and provides a full array of planning and investment related services to meet clients’ specific needs and goals. From portfolio management and retirement planning, to estate planning and tax efficient investing, the firm’s investment advisors work closely with clients, engaging and encouraging ongoing feedback, in the creation of a holistic financial plan. Steve Daglio and Betsy Vallone are co-owners, principals, and partners of the fee-based investment advisory firm serving families and individuals throughout the South Shore. The husband and wife team have a combined 26 years of experience working in financial services, providing investment strategies for individuals, small businesses, institutions, and even other financial advisors.
Essential Asset Management, LLC is located at 167 Washington Street, Norwell, MA 02061. For more information, visit www.essentialassetmanagement.net.