Dedicated & Passionate Financial Professionals

Attend an Upcoming Event


Our seminars focus on common financial concerns for individuals and families that they may face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.


Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead. Check back for any upcoming events!

Tax-Savvy Retirement Income Planning Dinner Seminar

Venue: Visaggio's

Address: 6990 Wertzville Rd, Enola, PA 17025

Date: Tuesday, March 12 or Thursday, March 14 at 6:00 p.m.

Register Now

Financially Fearless Women's Dinner Seminar

Venue: Hershey's "What if Cafe"

Address: 845 E Chocolate Ave, Hershey, PA 17033

Date: Tuesday, April 9 or Thursday, April 11 at 6:00 p.m.

Register Now

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