Seminars

retired women meeting for a cup of tea

An Opportunity to Learn More

If you’re looking for a chance to learn more about important factors that will impact your retirement, we may be able to help. You see, we believe that knowledge is power when approaching your retirement income strategy. This is why we hold no-cost educational seminars, to give retirees and pre-retirees up-to-date information on important topics. The more you know about your options and the factors that will effect you, the more prepared you’ll be.

And, at these events, we offer a delicious gourmet meal (also no-cost)

Get educated about important topics like:
  • What can you do to protect your retirement income from loss? 
  • Possible strategies for generating a reasonable rate of return**
  • How tax rules may impact your retirement strategy
  • And more

Interested in attending a seminar? Reach out to us. Events tend to fill up quickly, however, so be sure to book your seat as soon as possible.

Are you ready to talk about your financial future?

We can’t wait to help you set up your finances in a way that’s true to your values, while setting your family up for a successful financial future.

The first step is to schedule an appointment so we can understand the needs of your unique situation. Then we talk about a customized plan that feels right for your family. 

Community Events

Occasionally we have events that serve the public. Contact us to see what our upcoming community events are. 

Upcoming Events

Hosted by Ted Moyer

Monday or Tuesday
April 29th or April 30th
the grille at the train station

The Grill at The Train Station

718 North Lehigh Ave
Sayre, PA 18840
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Thursday
May 7th or 9th
ozgoods

Ozgood's Neighborhood Grill & Bar

4 Lincoln Rd.
Kutztown, PA 19530
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
May 28th or 29th
olde lincoln

Olde Lincoln House

1398 West Main St.
Ephrata, PA 17522
Events begin at 6:00pm
Please arrive by 5:45pm

Monday or Tuesday
June 3rd or 4th
long way home

Long Way Home Grill

4690 Horseshoe Pike
Honey Brook, PA 19344
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
June 12th or 13th
yellow house

Yellow House

6743 Boyertown Pike
Douglassville, PA 19518
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
June 19th or 20th
rising sun inn

Rising Sun Inn

898 Allentown Rd.
Telford, PA 18969
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
June 26th or 27th
rising sun inn

Rising Sun Inn

898 Allentown Rd.
Telford, PA 18969
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Thursday
July 16th or 18th
panache

Panache Woodfire Grill

602 W Skippack Pike
Blue Bell, PA 19422
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Thursday
August 6th or 8th
piper tavern

Historic Piper Tavern

PA-413
Pipersville, PA 18947
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Thursday
August 27th or 29th
ozgoods

Ozgood's Neighborhood Grill & Bar

4 Lincoln Rd.
Kutztown, PA 19530
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Thursday
Sept. 24th or 26th
olde lincoln

Olde Lincoln House

1398 West Main St.
Ephrata, PA 17522
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Thursday
December 3rd or 5th
piper tavern

Historic Piper Tavern

PA-413
Pipersville, PA 18947
Events begin at 6:00pm
Please arrive by 5:45pm

Upcoming Events

Hosted by Ken Miley

Tuesday or Wednesday
May 7th or 8th
pine barn inn

Pine Barn Inn

43 Pine Barn Place
Danville, PA 17821
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Thursday
May 21st or 23rd
orlandos 1

Orlando's Restaurant

8 South Main Street
Muncy, PA 17756
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
June 4th or 5th
watson inn

Watson Inn

100 Main Street
Watsontown, PA 17777
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
June 18th or 19th
francescos

Francesco's Ristorante

10 North Main Street
Shenandoah, PA 17976
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
June 26th or 27th
penns tavern

Penns Tavern

113 River Road, Route 147
Sunbury, PA 17801
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
July 24th or 25th
penn wells

Penn Wells Hotel & Lodge

62 Main Street
Wellsboro, PA 16901
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
August 13th or 14th
pine barn inn

Pine Barn Inn

43 Pine Barn Place
Danville, PA 17821
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
August 27th or 28th
orlandos 1

Orlando's Restaurant

8 South Main Street
Muncy, PA 17756
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
September 10th or 11th
francescos

Francesco's Ristorante

10 North Main Street
Shenandoah, PA 17976
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
September 17th or 18th
watson inn

Watson Inn

100 Main Street
Watsontown, PA 17777
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
October 9th or 10th
penn wells

Penn Wells Hotel & Lodge

62 Main Street
Wellsboro, PA 16901
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
Sept. 25th or 26th
penns tavern

Penns Tavern

113 River Road, Route 147
Sunbury, PA 17801
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
October 22nd or 23rd
stella a

Stella A's

219 East Main Street
Lock Haven, PA 17745
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
November 6th or 7th
pine barn inn

Pine Barn Inn

43 Pine Barn Place
Danville, PA 17821
Events begin at 6:00pm
Please arrive by 5:45pm

Tuesday or Wednesday
November 19th or 20th
orlandos 1

Orlando's Restaurant

8 South Main Street
Muncy, PA 17756
Events begin at 6:00pm
Please arrive by 5:45pm

Wed. or Thurs.
December 4th or 5th
penns tavern

Penns Tavern

113 River Road, Route 147
Sunbury, PA 17801
Events begin at 6:00pm
Please arrive by 5:45pm

We Look Forward to Meeting You!

Let us know the area that you are located in and we will reach out to you about upcoming retirement seminars in your area.

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Let our experience be your guide 

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