Seminars
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
February 9th or 10th
_ _ _
DATES ARE
SUBJECT TO CHANGE
Spinnerstown Hotel
*subject to change*
2195 Spinnerstown Rd.
Quakertown, PA 18951
Event begins at 6:00pm
Please arrive by 5:45pm
Wednesday or Thursday
February 25th or 26th
McCoole's
at the
Historic
Red Lion Inn
4 S. Main St.
Quakertown, PA 18951
Event begins at 6:00pm
Please arrive by 5:45pm
Monday or Tuesday
March 23rd or 24th
_ _ _
DATES ARE
SUBJECT TO CHANGE
Event begins at 6:00pm
Please arrive by 5:45pm
Tuesday or Wednesday
March 31st or April 1st
Olde Lincoln House
1398 West Main St.
Ephrata, PA 17522
Event begins at 6:00pm
Please arrive by 5:45pm
Upcoming Events
Hosted by Ken Miley
Tuesday or Wednesday
March 3rd or 4th
Watson Inn
100 Main Street
Watsontown, PA 17777
Event begins at 6:00pm
Please arrive by 5:45pm
Tuesday
March 10th
Watson Inn
100 Main Street
Watsontown, PA 17777
Event begins at 6:00pm
Please arrive by 5:45pm
Tuesday or Wednesday
April 14th or 15th
Penn Wells
Hotel/Lodge
62 Main Street
Wellsboro, PA 16901
Event begins 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.
Let our experience be your guide