Hotaling Hosts October Seminar, “Understanding and Optimizing Your Equity and Fixed Income Investments”
Understanding and Optimizing Your Equity and Fixed Income Investments
Tuesday, October 6, 2015, 6 – 7:30pm
Radnor Memorial Library, Winsor Room
- Worried you will outlive your assets?
- Looking for ways to grow your investments?
- Seeking income from your investments as you prepare for retirement?
Simply looking over your monthly statement of assets doesn’t necessarily tell you if your investments are properly balanced to give you the growth or income you need to accumulate wealth or if you are prepared to retire and live off the income.
Join Hotaling Investment Management’s expert portfolio managers for an unprecedented opportunity to learn how to research and evaluate stocks and bonds and how they can be used together in your portfolio of investments to give you optimal return.
Bruce T Hotaling, CFA and Managing Partner: As a Chartered Financial Analyst, Bruce holds one of the highest professional credentials achievable in the financial services industry. With over 25 years of experience, he is highly skilled at designing and managing distinct equity and fixed-income investment portfolios using traditional and quantitative research and analysis. Hotaling invests for individuals, families and charitable organizations addressing each investor’s unique values, sensitivity to risk and expected near and long term returns.
Jean M Rosenbaum, CFA: Jean brings more than a decade of analyst expertise to her role as a portfolio manager at Hotaling Investment Management and over 20 years in the financial services industry. She has managed several multi-billion dollar portfolios that have been recognized by Morningstar and Lipper. Her success is anchored in securities research analysis. Jean’s keen intuition and analytics allowed her to successfully forecast and navigate the financial crisis.
Patricia A Markell, Investment Advisor: With more than a decade managing portfolios for high net worth clients and extensive background in research and analysis, Trish delivers the highest degree of personal touch to Hotaling’s range of portfolio management services. Her knowledge and application of global investment performance standards and exceptional talent in monitoring and tracking performance for individual clients reinforces Hotaling’s advisory capabilities.
Space is limited – Contact Valerie-Clark Roden to reserve your seat
(610)688-0697 or VCRoden@HotalingLLC.com
Radnor Memorial Library, the Winsor Room
March 10, 2015, 6pm
Alzheimer’s – Resources and Planning for Families, Caretakers and Loved Ones
Alzheimer’s disease is the most expensive condition in the nation. In 2014, the direct costs to American society of caring for those with Alzheimer’s will total an estimated $214 billion, including $150 billion in costs to Medicare and Medicaid. Join Hotaling Investment Management and the Alzheimer’s Association on March 10th, 2015, 6pm at the Radnor Memorial Library to learn more about caring for Alzheimer’s patients and the valuable planning tools and resources available for you and your family.
Claire Day, Senior Vice President, Alzheimer’s Association Delaware Valley Chapter – Claire oversees all critical operations and service delivery throughout the Chapter’s 18 county territory. She and her highly trained staff of 22 coordinate and deliver community social services in the form of education, support, advocacy and care management to people with dementia and their families, as well as to professional caregivers. She has appeared on numerous television and radio programs and has authored two forwards for Alzheimer books: Life Lessons from a Baker’s Dozen, and Lucy’s Tears. Today, she co-hosts a monthly internet radio program on dementia caregiving.
Eileen J. Paul, CERTIFIED FINANCIAL PLANNER™ – Eileen has more than 25 years of experience in the financial services industry. She guides clients in all areas of financial planning including retirement planning, cash flow management, investment analysis, minimizing taxation, insuring wealth protection, optimizing charitable gift giving, and defining estate planning.
SPACE IS LIMITED – RESERVE YOUR SEAT TODAY! Call Valerie-Clark Roden at 610-688-0697
Tuesday, October 21, 2014, 6:30 pm
Radnor Memorial Library, the Winsor Room
Samantha Evian, Divorce Attorney, and Eileen Paul, Certified Financial Planner® team up to bring you vital information you need before, during and after your divorce. Learn how to identify and intelligently uncouple your assets and debt and walk away stronger with sustainable investment resources and savings for your new future. Samantha will debunk many of the common divorce myths while Eileen will guide you towards your fiscal independence. Special guest and motivational speaker Pamela Elaine Nichols will share her own, dramatic and ultimately triumphant experience with you.
Samantha Evian is a partner at Obermayer Rebmann Maxwell & Hippel LLC and chairs the Family Law Group. She has dedicated her career exclusively to representing family law clients of all aspects of matrimonial negotiation and litigation including divorce, support, child custody, alimony, equitable distribution and domestic violence in Pennsylvania, specifically in the five county areas, as well as in New Jersey. Additionally, Samantha has extensive experience with international divorce, custody adoption and pre-nuptial and post-nuptial agreements. Named by Super Lawyers Magazine to the List of Pennsylvania Rising Stars published in Philadelphia magazine, she has also been named in the Suburban Life (Main Line and Montgomery County) and Philadelphia Life Magazines on the Who’s Who list of the best Family Law Attorneys and 2014 Top attorneys list. Samantha graduated from the Temple University James E. Beasley School of Law. She earned her undergraduate degree from the University of Pennsylvania.
Eileen J. Paul, CERTIFIED FINANCIAL PLANNER™ -Eileen has more than 25 years of experience in the financial services industry. Through Hotaling Investment Management’s Wealth for Women program, Eileen guides divorcing and divorced women in all areas of financial planning including retirement, cash flow management, investment analysis, minimizing taxation, insuring wealth protection, and defining estate planning. She also works closely with retiring and widowed women through their Wealth for Women outreach. http://hotalingllc.com/financial-planning/
Pamela Elaine Nichols, Inspirational Speaker and Owner of Destined for Greatness Enterprises, Inc. – Pamela Elaine has appeared on several radio and news programs to promote health and well-being for women, particularly mothers. She blends her motherhood and divorce experiences with her healthcare career into a business that teaches women how to create health and happiness in their lives. Pamela Elaine has appeared as a guest on the Dr. Oz Show sharing the story of how she built her business as a healthy way to bounce back from divorce. Pamela Elaine is co-hosting a women’s empowerment show about resilience from divorce on Voice America radio, a leader in online radio. She is a Certified Six Sigma Black Belt (an expert in business process improvement), a triathlete and half-marathoner.
SPACE IS LIMITED – RESERVE YOUR SEAT TODAY!
CALL VALERIE-CLARK RODEN AT 610-688-0697
Tuesday, April 8, 2014, 7:30 – 9pm – Radnor Memorial Library, the Winsor Room
Understanding the basics and differences of your IRAs doesn’t need to be complicated. Hotaling Investment Management will explain the nuts and bolts, how they are taxed, when to take your required minimum distributions and options for beneficiaries.
Hotaling and his veteran women team will lead a discussion on the various types of IRAs: Traditional, Roth, Inherited and Spousal. Learn how these retirement assets are taxed, when to take withdrawals and how beneficiaries are handled.
Bruce Hotaling, CFA, Managing Partner. Bruce has more than 25 years of investment management experience; His financial career began as a commercial banker working in the New York offices of Dresdner Bank and National Australia Bank. In 1993, he joined Legg Mason, and later became Senior Portfolio Manager with Morgan Stanley and Raymond James. In November 2012 he opened independent investment advisory firm Hotaling Investment Management, LLC, serving as Managing Partner and Portfolio Manager.
Eileen J. Paul, CERTIFIED FINANCIAL PLANNER™. Eileen has more than 25 years of experience in the financial services industry. She guides clients in all areas of financial planning including retirement planning, cash flow management, investment analysis, minimizing taxation, insuring wealth protection, optimizing charitable gift giving, and defining estate planning.
Valerie-Clark Roden, Business Development and Wealth for Women. Valerie’s financial career spans over 20+ years, starting at Pennsylvania Merchant Group then as Associate Financial Advisor with Legg Mason working alongside Bruce Hotaling. Bruce and Valerie jointly affiliated with firms Morgan Stanley and later Raymond James; Bruce as Sr. Portfolio Manager, Valerie as advisor for their managed clients. In 2012, she helped establish and now develops new business for Hotaling Investment Management’s advisory firm and advocates for their clients using her industry knowledge, connections, and veteran experience. Through Hotaling’s Wealth for Women program, she focuses her activism on women’s unique investing and planning needs, particularly during transitional stages of their lives.
October 15, 2013 7:30–9pm – Radnor Memorial Library, Winsor Room
Bruce Hotaling and Eileen Paul will give you the tools to put your financial assets in order and understand how to plan, maintain and invest for your and your family’s best interests. Their guidance will empower you as an independent professional, divorced, widowed or retiring woman to make better decisions for your unique short and long term planning and investing goals. Learn how to identify and address your specific financial needs and potential for returns in this interactive knowledge forum. http://hotalingllc.com/custom-portfolio/
Bruce Hotaling, CFA, Managing Partner and founder of Hotaling Investment Management LLC designs and manages his own distinct equity and fixed income investment models. A respected thought-leader with deep roots in the Main Line community, Bruce invests for individuals, multi-generational families, widowed, divorced and professional women. His comprehensive investment management strategies are created to specifically address the unique values, sensitivity to risk, and expected near and long-term investment returns of each his clients. http://hotalingllc.com/your-guides/bruce-hotaling-cfa/
Eileen J. Paul, CERTIFIED FINANCIAL PLANNER™ has more than 20 years of experience in the financial services industry. Eileen guides clients in all areas of financial planning including college and retirement saving plans, minimizing taxation, insuring wealth protection, optimizing charitable gift giving, and defining estate planning.
Please contact Valerie-Clark Roden, Wealth for Women, with questions at 610-688-0697 or firstname.lastname@example.org