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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