Fashion, Finance, and Philanthropy
An evening dedicated
to benefit the
Dana Farber Cancer Institute

The honor of your presence is requested at an evening of:  Fashion, Finance, and Philanthropy dedicated to benefit the Dana Farber Cancer Institute. 
This evening will be hosted by  Theresa Rosen, CFP  
Founder of Prudence Financial, Inc. 
and Linda Shulman of Apparent Style.

As a Certified Financial Planner and wealth manager, Theresa's philosophy is driven by being able to create abundance not only in one's own personal life, but also in the world around them. She is a dedicated blood and platelet donor to Dana Farber because she believes in the power of giving the gift of life through the gift of health that she has been blessed with.

Over the years, Theresa has raised thousands through her efforts as a marathoner for: Children's Hospital Boston, The Leukemia and Lymphoma society, Juvenile Diabetes Research Fund, Doug Flutie's Foundation for Autism, Camp Shriver Boston, Bottomline.org, Best Buddies and of course the Dana Farber half marathon as well. She has also seen what Dana Farber has done in helping friends that have had cancer, fight the disease and live even better lives- post cancer. Giving back is truly a gift.

Linda Shulman is a seasoned stylist and a gifted clothier. She has a "passion for fashion" and has helped hundreds of people throughout her career as a stylist with a great eye for fit, form, and finesse! Linda will be availing her models throughout the evening, delighting us with the latest in fashion relevance. Linda is also a very big believer in giving back and has been very active with helping various charities such as Rosie's place, Christopher's Haven and Bright Horizons to name a few.
 
Hosted by: Theresa Rosen, CFP® Founder/CEO of Prudence Financial, Inc.  and Linda Shulman, Style/Fashion Consultant
 
When: Tuesday, May 12th, 2020 at 5:30pm
 
Where: 29 Rustic Mediterranean Restaurant (upstairs),  29 Hudson Road, Sudbury, MA
 
RSVP: Sara Foster 978.443.2411 by April 30th


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PRUDENCE NEWS:
 
Fashion, Finance & Philanthropy: May 12th

Multi-Year FIVE STAR Wealth Manager Award by BOSTON Magazine for overall client satisfaction.  

Theresa has achieved Commonwealth Financial Network Founder's Club status for 2019.
 
Theresa was quoted in  Forbes Magazine, 

Theresa was interviewed by  Boston Voyager. 
 
Prudence Financial, Inc. Celebrates 30 Years!
Read More 

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Prudence Financial would love to hear from you.
Reply to this e-mail. 


   


365 Boston Post Road | Suite 203 | Sudbury | MA  | 01776 | 978.443.2411 
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
 
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  Fixed insurance products and services and advisory services offered through Prudence Financial, Inc. are separate and unrelated to Commonwealth. This e-mail is an advertisement and you may opt out of receiving further e-mails.  To opt out, please see SafeUnsubscribe below.