Schmid will present as part of Launch Pad to Success, a certificate program sponsored by Penn Community Bank, Bucks County Community College, and Sisters U
DOYLESTOWN, Pa. (October 2018) – Sean M. Schmid, Chief Operating Officer of Penn Investment Advisors, will present a session on achieving financial independence as part of the 6-session certificate program, Launch Pad to Success.
Schmid’s session will be held on Oct. 11, 2018 at Bucks County Community College’s Upper Bucks Campus in Perkasie. In the session, Schmid will identify the steps to financial freedom, including paying off debt, building an emergency fund, saving for retirement, and more.
“Every day, we make choices about when, where and how we spend our money. Those choices can significantly impact our financial lives,” said Schmid. “Understanding how to evaluate those options, so you can make better choices for the long run, is the first step on the path to financial freedom.”
With more than 18 years of experience in investments and wealth management, Schmid understands the challenges that families face today. He and the seasoned financial advisors at Penn Investment Advisors get to know each individual client and their needs, wants, and long-term goals. Then they offer investment advice, retirement planning and wealth management solutions that fit the client’s unique circumstances. Because the independent advisors represent their clients, not one specific company, they can deliver objective advice that serves the client’s best interests.
Schmid’s session, and Launch Pad itself, are free to participants, thanks to sponsorship of the program by Bucks County Community College, Sisters U, and Penn Community Bank. Led by local business experts, Launch Pad to Success is a six-module certificate program designed to teach participants techniques to embrace leadership, communicate confidently, make a good first impression, gain financial literacy, and more. Launch Pad is designed to help participants meet their professional goals, such as being hired for a job or securing a promotion. To learn more or to register, contact Dr. Rodney Altemose, Executive Director of the Bucks County Community College Upper Bucks Campus, at 215-258-7750 or Rodney.Altemose@bucks.edu.
About Penn Investment Advisors, Inc.: Penn Investment Advisors is a wholly owned subsidiary of Penn Community Bank, Bucks County’s leading independent, mutual financial organization. Penn Investment Advisors is committed to one mission: helping clients reach their long-term financial goals. Our services include wealth management, retirement planning, estate planning and assistance with saving for a college education. We offer unbiased, transparent, one-on-one financial planning advice with the client’s best interests as our sole focus. Penn Investment Advisors, Inc. (hereinafter “Penn Investments”) is an investment adviser registered with the Securities and Exchange Commission. All written content presented herein is for informational purposes only. No client or prospective client should assume that any information presented serves as the receipt of, or a substitute for, personalized individual advice from Penn Investments, which can be provided only through a formal advisory relationship. Please contact us at 1-800-626-1027 or visit http://www.pennadvisors.com.