Essential Asset Management, LLC   

Women & Investing

Focused, Fearless and Financially Fit

 Free panel discussion to address women's unique financial challenges

Thursday, May 5th, 8:00 a.m. - 9:30 a.m.


Plymouth Chamber of Commerce, 134 Court Street, Route 3A, Plymouth, MA 02360

Topics will include:

  • Better control of finances including savings, retirement, emergency fund & trust
  • Better methods to plan for the unexpected
  • Safer investment options
  • Simple measurement tools to keep investments on track
  • Alternatives to traditional investing
  • Strategies for paying oneself first

Panelists include:

  1. Betsy Vallone of Essential Asset Management based in Norwell, MA
  2. Leah Shanahan of Rodman CPAs located in Waltham, MA
  3. Attorney Gina Leahy, Law Offices situated in Pembroke, MA

 RSVP required to attend.

                                                                          REGISTER HERE TO RESERVE YOUR SPOT

Investment Advisory Services offered through Bay Colony Advisors, a Registered Investment Advisor. Clearing, custody or other brokerage services provided by Fidelity Brokerage Services, LLC. Members NYSE, SIPC. Office of supervision: 91 Main Street Suite 308 Concord, MA. 01742 Phone 978-369-7200

Steven Daglio and Betsy Vallone are Investment Advisor Representives of Bay Colony Advisors. Advisory Services offered to residents of: Connecticut, Florida, North Carolina and Massachusetts. Bay Colony Advisors and Essential Asset Management, LLC are not affiliated