Events

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Past Events
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Upcoming Workshops – September 21, 2011 – Preparing for future Retirement?  Please join us for these two important Workshops; Savvy Social Security for Boomers & Retirementology – A New Approach to Retirement Planning.  These Workshops will prove to be informative, relevant, and fun!  At Saxby’s Coffee, Haverford, PA

Must Call to Register, Seats are Limited. 
610-933-3507

Career Cure Reunion – September 12th, 2011 – Join us for this great networking oppurtunity.

Mega Networking Event – March 4th, 2011– All are welcome! Come join us at this huge networking event our office on Bridge Street in Phoenixville. Sponsored by the Phoenixville and Perkiomen Chambers of Commerce.

Social Security & Medicare Seminar – April 6th, 2011– A VIP event. Navigating the maze of Social Security and Medicare can be confusing. Without the right guidance, it’s easy to miss opportunities for maximization of SS income and Medicare coverage. Call us for more information.

Customer Appreciation Day at Elmwood Park Zoo – (tentative) June 2, 2011 – Our clients have shown remarkable loyalty over the past few years. We’d like to show our appreciation by inviting all current tax and investment clients to the Elmwood Park Zoo for a day of fun. Bring the kids! More details to come.