SAN MATEO, Calif., April 12, 2012 /PRNewswire/ -- Hewins Financial Advisors, LLC (Hewins) will host the third local luncheon in a series dedicated to empowering local businesswomen in their financial and personal lives. The Invest in Yourself Luncheon will take place on Friday, April 27, 2012 at 12:00 p.m. PT at Il Fornaio- Burlingame, in Burlingame, California.
The event will feature Colleen Jordan Hallinan as the keynote speaker, who will discuss changing tax rates, market volatility, and their impact on portfolios and after-tax returns. As a Principal and Senior Vice President with Hewins Financial Advisors, Hallinan has been guiding clients towards intelligent investment decision-making since 1987. Hallinan's presentation will serve to prepare Bay Area businesswomen for 2013 tax increases on capital gains, investment and ordinary income.
"Taxes represent a significant cost to investing. It's really not just about what you make. It's what you keep that counts. The looming expiration of the Bush tax cuts makes planning tax-efficiently even more critical. The smart investor applies disciplined and consistent tax management techniques, and views market volatility as an opportunity. This kind of proactive attention is just one part of a businesswoman's financial health," says Hallinan.
Personal transformation is an important facet of the empowerment principle that built and sustains the Invest in Yourself luncheon series. As such, after Ms. Hallinan shares methods to fortify your financial life, guest speaker Dr. Honor Fullerton Stone will uncover some of the mysteries behind facial rejuvenation, as well as highlight a number of different therapies and available options. Dr. Stone of Menlo Dermatology Medical Group is a specialist in women's dermatology and has been in practice since 1991.
Please contact McKenzie Sullivan at [email protected] for more information on this or upcoming events. Limited press passes are available for this event.
Hewins Financial Advisors is a wholly independent, fee-only wealth management and advisory firm, with over 2.6 billion assets under management, and is dedicated to enhancing the financial health and success of families, institutions and retirement plans. For more information on our speakers' organizations: Hewins Financial Advisors, www.hewinsfinancial.com; Dr. Honor Fullerton Stone, http://www.mdmg.com/our-physicians.php.
SOURCE Hewins Financial Advisors, LLC