Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 4, 2021

6:00p - 8:00p

Xfinity Live

You're Invited: Appreciation Event

Come join us for our first appreciation and networking event.

July 28, 2021

6:00p - 7:00p

AVE King of Prussia

Young Professionals Event: Investing for Success and Your Future

Come join us to learn about the fundamentals for investing, savings, and paying off debt while balancing your goals and finances.

December 1, 2020

12:00p - 1:00p

Webinar

Estate Planning Webinar: How to Get Going and Pitfalls of Doing It Yourself

Join us for this interactive webinar where you'll be able to ask all of the questions you have regarding getting organized, taking action, and planning for your family.

November 11, 2020

6:30p - 7:30p

Webinar

How to maximize Social Security 6:30 PM

Now more than ever, it is vital to have a plan in place that will allow you to maximize your retirement options to provide for your family. Learn how to balance your options with ever changing laws. It is important to focus your time and effort both on the preparation for retirement and how your options impact your future lifestyle. Understanding your options will allow you to accomplish your personal, family, and retirement goals.

November 11, 2020

12:00p - 1:00p

Webinar

How to maximize Social Security 12:00 PM

Now more than ever, it is vital to have a plan in place that will allow you to maximize your retirement options to provide for your family. Learn how to balance your options with ever changing laws. It is important to focus your time and effort both on the preparation for retirement and how your options impact your future lifestyle. Understanding your options will allow you to accomplish your personal, family, and retirement goals.

Event Registration