Women are often removed from, left out, or disengaged from the financial planning process. A major life event – divorce, death, illness or career change – can suddenly thrust a woman to the front lines of finance.
A panel discussion entitled “Women & Investing – Focused, Fearless and Financially Fit ” will address that topic. The free presentation will include seasoned, regional financial experts including Betsy Vallone of Essential Asset Management based in Norwell, MA; Leah Shanahan of Rodman CPAs located in Waltham, MA; and Attorney Gina Leahy, Law Offices situated in Pembroke, MA. The panel will be moderated by Steve Dubin of PR Works based in Plymouth, MA.
Women have a number of unique financial challenges including longevity, loss of income/gap in employment income and leaving work before anticipated retirement to care for a loved one.
This workshop will explore better methods to plan for the unexpected and better control finances including savings, retirement, emergency fund and trust. Additionally, 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 oneself first.
Women in transition and those anticipating a shift are encouraged to attend and learn strategies to protect their financial future.
The discussion, including time for questions and answers, will be held Thursday, May 5, 2016 from 8 – 9:30 a.m. at the Plymouth Chamber of Commerce, 134 Court Street, Route 3A, Plymouth, MA 02360. Light refreshments will be served.
To RSVP, call the Plymouth Chamber, (508) 830-1620 or email amyc@plymouthchamber.com
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.
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