Free Seminar, Wealth For Women: How to Become Stewards of Your Financial Assets

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. https://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. https://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 vcroden@hotalingllc.com