Nov
14
6:00 PM18:00

Design, Build, Protect

Over the last 8+ years the markets have rewarded patient investors handsomely with the S&P 500 up in excess of 300%. Many financial plans are ahead of schedule, and investing simply “doesn’t feel as risky” for many individuals.

We all know that down markets are a normal part of the investment process. I am not predicting that a downturn is going to happen any time soon, but I am predicting that a downturn will happen again.

And this isn’t necessarily a bad thing. Periodic market declines are the necessary and normal price of successful investing. You can’t earn the long-term historical returns of global markets without experiencing some ups and downs along the way. To state the obvious, if there was no risk, there’d be no return.

My role as an Advisor is to help you manage through bear and bull markets and keep you on track towards what matters most — achieving your long-term goals.

Please join me and Mark Fonville of Loring Ward in reviewing discipline, perspective and guidance to help you stay focused.

Dinner will be provided. Please contact Samantha to RSVP by November 7th.

 

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4th Annual Medicare Marathon
Oct
5
9:00 AM09:00

4th Annual Medicare Marathon

John Barbati of Penn Health Insurance Solutions, will be in our office to conduct 30 minute 1-on-1 sessions with clients of CURO Wealth Management to discuss Medicare options.  Over the last 4 years, we helped those with questions about Medicare figure out which plan would work best for their needs.  This year, we are excited to do the same so that you can make the right decisions about your healthcare.

The meetings will take place on Thursday October 5th from 9:00am - 4:00pm at the CURO Wealth Management office located at 1705 Newtown Langhorne Road Suite 5 Langhorne PA 19047.  

Please contact our administrative assistant Samantha at Samantha@curowm.com to reserve your spot.

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Painting with a Twist
Sep
19
6:00 PM18:00

Painting with a Twist

  • 998 2nd Street Pike Richboro, PA, 18954 United States (map)
  • Google Calendar ICS

Sip, Snack, Laugh & Paint!

A little paint, a little wine, and a whole lot of fun! Painting with a Twist is the perfect place for a great night out to celebrate the start of school.

Join us Tuesday September 19th at Painting with a Twist located at 998 2nd St Pike, Richboro, PA 18954 from 6:00pm - 8:00pm.

Food and wine will be provided.

To reserve your spot please contact our administrative assistant Samantha at Samantha@curowm.com.  

 

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Long Term Care Presentation & Dinner
May
10
6:00 PM18:00

Long Term Care Presentation & Dinner

We are hosting Nicole Myers from Lincoln Financial to discuss long-term care costs and insurance coverage.

Statistics show that 70% of people over the age of 65 will need some type of long term care at some point in their lives. As part of your financial planning process, it’s important to understand the potential impact that needing long-term care may have on your assets, your family, and your future. Nicole's presentation will provide you with knowledge and choices to make timely and informed decisions. Take the step to secure your needs for not only yourself, but your loved ones as well, by attending this presentation.                      

                                            When:    Wednesday, May 10th                                        

                                            Time:      6:00 - 8:00pm                                         

                                            Where:   Greater Newtown, PA area      

 Dinner will be provided during the presentation.

Space is limited to 20 attendees. To reserve a spot for this event please contact our Administrative Assistant  via email Samantha  or by calling 215-486-8350 by May 1st.

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College Coach
Apr
5
6:00 PM18:00

College Coach

CURO Wealth Management would like to invite you, your children, grandchildren, and family friends to an informative event to put them on a road to success. We are hosting a college planning event with Dr. Mae Sakharov.

Dr. Sakharov's College Planning is a process of exploration, innovation, and self-awareness that may guide the student through effective test preparation and the entire application process, including the writing of a compelling personal statement or essay. Students with special needs, have a long history of success planning for college with Dr.Sakharov.

The results speak for themselves: over 90% of students are accepted by the college of their choice.

 

                                          When:    Wednesday April 5, 2017

                                          Where:   TBD (Greater Newtown-Langhorne area)

                                          Time:      6:00pm - 8:00pm                                               

Space is limited, to reserve a spot for this event please contact our Administrative Assistant Samantha at samantha@curowm.com by March 31st.

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Dec
14
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

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Soupelina
Dec
1
6:00 PM18:00

Soupelina

Curo Wealth Management would like to invite our clients, family, and friends to meet one of the most inspirational people I have the pleasure of knowing.

Elina Fuhrman was diagnosed with an aggressive form of cancer that would put a stand still on most people's lives. Elina had other plans. She turned her diagnosis into action by
founding Soupelina.

Elina’s mission-driven company not only serves her community but also revolutionizes the way America looks at food with its food-as-medicine philosophy. With soup names like Lentil Me Entertain You, Kale-ifornia Dreamin' and I Yam Who I Yam, Soupelina wants people to have fun while eating healthy.

Elina has been gracious enough to join us and will be doing a book signing as well as a cooking demonstration. We will be serving wine and hors d'oeuvres, as well as some samples of delicious soup creations from Elina.


When: Thursday December 1st
Where: Martines River House
Time: 6:00pm - 8:00pm
Pricing: $15.00 at the door


You can also buy the Soupelina book signed by Elina herself.

Space is limited, to reserve a spot for this event please contact our Administrative Assistant Samantha at samantha@curowm.com by November 23rd.

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Nov
9
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

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Oct
12
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

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Sep
14
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

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Aug
10
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

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Jul
13
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

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Jun
30
6:00 PM18:00

Revitalize You!

Prioritize your finances, your health, your beauty, your life

An Evening of Tapas-Style Food, Wine and Expertise

Join We Chat Workshops and presenters Catherine Shanahan (CDFA and co-founder of Divorce U Solutions) and Marianna Goldenberg (CDFA and founding principal at CURO Wealth Management), as they provide valuable information on setting goals and achieving financial stability. Brenda Jankowski (brenPhotography), shows you how to look awesome the next time you are in front of a camera, either professionally or just capturing the moment. Author, speaker and humorist, Mary Fran Bontempo kicks off the evening at 6:15, and shows women how to tweak their self-talk to live happier, more productive lives. 

Click the flyer below for more details.  Purchase tickets here.

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Jun
8
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend when signing up.  Click the flyer below for more details.

 
 

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May
18
6:00 PM18:00

Revitalize You!

Prioritize your finances, your health, your beauty, your life

An Evening of Tapas-Style Food, Wine and Expertise

Join We Chat Workshops and presenters Catherine Shanahan (CDFA and co-founder of Divorce U Solutions) and Marianna Goldenberg (CDFA and founding principal at CURO Wealth Management), as they provide valuable information on setting goals and achieving financial stability. Dr. Stephanie Molden (leading Urogynecology Physician at Female Pelvic Health Center) advises women on health issues. Brenda Jankowski (brenPhotography), shows you how to look awesome the next time you are in front of a camera, either professionally or just capturing the moment. Author, speaker and humorist, Mary Fran Bontempo kicks off the evening at 6:15, and shows women how to tweak their self-talk to live happier, more productive lives. 

Click the flyer below for more details.  Purchase tickets here.

 
 
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May
11
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

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Apr
13
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

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Apr
9
12:30 PM12:30

Second Saturday

  • Germantown Academy-McVeigh Community Room (map)
  • Google Calendar ICS

This interactive workshop is designed to offer insightful and comprehensive information to any woman facing the complexities of divorce and its aftermath.

Under the logical and compassionate guidance of trained legal, financial, and mental health professionals, workshop participants will gain a greater understanding of the often confusing and emotion-laden legal, financial, family, and personal issues that the divorce process presents.

If you are looking for support and guidance to take the next step at any stage of the process of untying the knot, this workshop is the resource for you to make sound decisions.

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Mar
12
9:00 AM09:00

Second Saturday

  • Germantown Academy-McVeigh Community Room (map)
  • Google Calendar ICS

This interactive workshop is designed to offer insightful and comprehensive information to any woman facing the complexities of divorce and its aftermath.

Under the logical and compassionate guidance of trained legal, financial, and mental health professionals, workshop participants will gain a greater understanding of the often confusing and emotion-laden legal, financial, family, and personal issues that the divorce process presents.

If you are looking for support and guidance to take the next step at any stage of the process of untying the knot, this workshop is the resource for you to make sound decisions.

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Mar
9
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

SIGN UP FOR THIS EVENT BELOW

Name *
Name
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Feb
13
12:30 PM12:30

Second Saturday

  • Germantown Academy-McVeigh Community Room (map)
  • Google Calendar ICS

This interactive workshop is designed to offer insightful and comprehensive information to any woman facing the complexities of divorce and its aftermath.

Under the logical and compassionate guidance of trained legal, financial, and mental health professionals, workshop participants will gain a greater understanding of the often confusing and emotion-laden legal, financial, family, and personal issues that the divorce process presents.

If you are looking for support and guidance to take the next step at any stage of the process of untying the knot, this workshop is the resource for you to make sound decisions.

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Feb
10
6:00 PM18:00

WE Chat Wednesdays

  • Weber, Kracht & Chellew Attorneys at Law (map)
  • Google Calendar ICS

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

SIGN UP FOR THIS EVENT BELOW

Name *
Name
View Event →
Jan
13
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.

SIGN UP FOR THIS EVENT BELOW

Name *
Name
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Jan
9
9:00 AM09:00

Second Saturday

  • Germantown Academy-McVeigh Community Room (map)
  • Google Calendar ICS

This interactive workshop is designed to offer insightful and comprehensive information to any woman facing the complexities of divorce and its aftermath.

Under the logical and compassionate guidance of trained legal, financial, and mental health professionals, workshop participants will gain a greater understanding of the often confusing and emotion-laden legal, financial, family, and personal issues that the divorce process presents.

If you are looking for support and guidance to take the next step at any stage of the process of untying the knot, this workshop is the resource for you to make sound decisions.


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Dec
12
9:00 AM09:00

Second Saturday

  • Germantown Academy-McVeigh Community Room (map)
  • Google Calendar ICS

This interactive workshop is designed to offer insightful and comprehensive information to any woman facing the complexities of divorce and its aftermath.

Under the logical and compassionate guidance of trained legal, financial, and mental health professionals, workshop participants will gain a greater understanding of the often confusing and emotion-laden legal, financial, family, and personal issues that the divorce process presents.

If you are looking for support and guidance to take the next step at any stage of the process of untying the knot, this workshop is the resource for you to make sound decisions.

View Event →
Nov
14
9:00 AM09:00

Second Saturday

  • Germantown Academy-McVeigh Community Room (map)
  • Google Calendar ICS

This interactive workshop is designed to offer insightful and comprehensive information to any woman facing the complexities of divorce and its aftermath.

Under the logical and compassionate guidance of trained legal, financial, and mental health professionals, workshop participants will gain a greater understanding of the often confusing and emotion-laden legal, financial, family, and personal issues that the divorce process presents.

If you are looking for support and guidance to take the next step at any stage of the process of untying the knot, this workshop is the resource for you to make sound decisions.

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Oct
20
9:00 AM09:00

Medicare Marathon Day

We are hosting our second Medicare Marathon Day to help you make informed decisions about Medicare and to find the coverage that's right for you.  Dan Young, of Young’s Insurance Services, will be in our office to conduct 30 minute 1-on-1 sessions with clients of CURO Wealth Management to discuss Medicare options.  This event is first come, first served. Please sign up via the form below and include any preferences for appointment times via this Doodle survey.


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Sep
29
6:00 PM18:00

Family Love Letter™ Dinner

In today’s constantly changing market environment, making plans to provide a sound future for your loved ones is more important than ever. During this dinner we will discuss ways for you to preserve your legacy and help your family make decisions when you pass.

If you are planning on attending, please take the survey listed below to RSVP and choose your entree. 

https://www.surveymonkey.com/r/KM292GK

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WE Chat Wednesdays
Aug
12
12:00 PM12:00

WE Chat Wednesdays

Through our open forums about divorce and finances we help Women Evolve and move forward with confidence. Every second Wednesday of the month, come have your questions answered by two Certified Divorce Financial Analysts and meet other women in the process. Price of admission is $10, and we have two times available each day: 12-2pm & 6:00-7:30pm.  Please note which session you would like to attend below.


Sign up for this event below

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May
18
11:30 AM11:30

Family Love Letter™ Lunch

In today’s constantly changing market environment, making plans to provide a sound future for your loved ones is more important than ever.  During this lunch we will discuss ways for you to preserve your legacy and help your family make decisions when you pass.


Sign up for this event below

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