Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
Adam Peltzman, CFP®, RHU will be our featured speaker at out Medicare Webinar, discussing Medicare and Health Insurance choices. Adam has over a decade of experience working with small group and individual health insurance plans. He takes insurance jargon and turns it into simple concepts that are easily understood.
Estate Planning for Digital Assets
August 27, 2020 1:00p - 2:00p Eastern Standard Time

Private Zoom Page
Learn how to create a plan for your digital assets in 5 easy steps so that your digital assets will be managed if you become incapacitate or pass away.
Protecting Your Online Security - 2PM
February 20, 2020 2:00p - 4:00p Eastern Standard Time

Sheraton Valley Forge Hotel
1 in 15 people experienced identity theft (Source: 2018 Identify Fraud Study, Javelin Strategy & Research) Every day we see new headlines about another data breach ... How safe is your personal data in the digital world? How can you protect yourself in the online world?
New Year Event with 2020 Market Outlook
January 16, 2020 6:00p - 8:30p Eastern Standard Time

Sheraton Valley Forge
Join us as we celebrate the New Year together and learn about Trends, Predictions, and Opportunities in 2020.
Medicare and Health Insurance Choices
October 17, 2019 6:30p - 8:30p Eastern Standard Time

Sheraton Valley Forge Hotel
Cut through all the jargon and get answers that fit your medical insurance needs.