MADISON, N.J., Nov. 16 /PRNewswire/ -- Brinton Eaton Wealth Advisors, a boutique wealth advisory firm, today announced that Robert DiQuollo, the firm's president, will be speaking at the annual Independent Physicians Association dinner on Wednesday, Nov. 18, at 5:30 pm at the Hamilton Manor in Hamilton, NJ; Brinton Eaton will sponsor the event. DiQuollo's address will discuss how having a dedicated financial advisor can help physicians grow and protect their assets, while at the same time developing their medical practices.
"A dedicated financial planner can act as a physician's chief financial officer, to ensure that his or her best interests - both personal and business - are being addressed," said DiQuollo. "At all stages of their careers, physicians in private practice have a unique set of issues, including managing debt, expanding their practices and trying to achieve a comfortable life now and into retirement. Assembling a team of advisors - a financial planner, lawyer and tax advisor - can help doctors juggle the inevitable cash-flow challenges, insurance issues, tax questions and long-term planning dilemmas they face."
Mr. DiQuollo will also be sponsoring a keynote learning session at the New Jersey Grant Writers Association Annual Meeting on Dec. 10 at 9:30 am at the Hilton Woodbridge in Iselin, NJ. The keynote session is entitled, "A Funder's Guide to Nonprofit Strategic Alliances and Mergers."
Earlier this month, Brinton Eaton Senior Financial Advisor and Principal Jerry Miccolis - author of Asset Allocation for Dummies, published by Wiley earlier this year - delivered a speech at the Ridgewood Investment Club. At the event, held on Nov. 9, Mr. Miccolis discussed several investment-related topics, such as tax issues to consider, when to change your investment strategy, and lessons learned from the "Great Recession of 2008/2009."
If your organization is interested in having a Brinton Eaton principal speak at an upcoming event or conference, contact Chris Faust of FastLane at (973) 226-4379. For more information about Asset Allocation for Dummies, visit www.brintoneaton.com.
About Brinton Eaton:
Based in Madison, NJ, Brinton Eaton is an elite, boutique advisory firm with a rich history of serving affluent individuals and their families across multiple generations. The firm helps affluent clients protect, grow, administer and ultimately transfer their client's legacy of wealth through a full range of integrated services, including lifetime cash flow projections, financial, tax, estate and retirement planning, investment management, charitable giving and business success planning. Brinton Eaton's clients tend to be corporate executives, professionals, entrepreneurs and retirees with investable assets over $2 million. For more information, visit www.brintoneaton.com.
Media Contact:
Patty Buchanan
FastLane Public Relations
(973) 670-1203
pbuchanan@fast-lane.net
SOURCE Brinton Eaton
