05/21/2026
On May 12th, the Lower Makefield Seniors hosted their monthly Meet & Greet event, welcoming community members for an engaging and informative afternoon. After a brief business meeting, attendees had the pleasure of hearing from Financial Advisors Liz Luckenbill and Jeff Revak of Edward Jones, accompanied by Dina Bortnichak. Together, they shared valuable insights into their investment philosophy and guidelines.
The presentation covered key topics such as strategy, risk management, diversification, quality investments, long-term planning, and setting realistic expectations. Attendees were also educated about financial fraud, including warning signs or "red flags" that should never be ignored. The discussion even expanded into the realm of cryptocurrency scams and the implications of holding bitcoin in an investment portfolio—an especially timely topic in today’s evolving financial landscape.
Following this enlightening program, participants enjoyed a light lunch and the opportunity to connect with one another. The Lower Makefield Seniors warmly welcome non-members to their Meet & Greet events. If you’re 55 or older and interested in joining future gatherings, please email [email protected] with your full name and phone number.
For more information about our organization and upcoming events, please visit [Lower Makefield Seniors](https://www.lmt.org/information/seniors/). We look forward to seeing you at our next Meet & Greet!