Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
On November 11th, we welcomed Janney's own Dan Wantrobski to discuss US Equity Markets Post-Election & Beyond: Our Thoughts Heading into 2023.
On September 16th we welcomed Roberta Eckert from Nationwide to discuss some details about Medicare, what it is, if we need it, and how we can enroll.
On August 3rd we welcomed Tanvi Pradhan from BlackRock to learn more about environmental, sustainable, and governance investing.
Just Passed: Life Happens
On December 7th, we welcomed Meg Muldoon as she presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Family Love Letter
On October 9th we welcomed Cheri Brooks to talk about how anticipating the unexpected can help to lessen the burden for your loved ones after you are gone.
On June 22nd, we welcomed Joe Sullivan from Transamerica, who provided an overview of Social Security options and how to optimize your benefits.