Events

Upcoming Events

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

Past Events

Medicare Webinar

November 12, 2020 2:00p - 3:30p Eastern Standard Time

Zoom

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.

Online Security Webinar

July 16, 2020 1:00p - 2:00p Eastern Standard Time

Private Zoom Page

Market Update Webinar

May 14, 2020 2:00p - 3:00p Eastern Standard Time

Private Zoom Page

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.

Event Registration




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