Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
The Private Market Advantage
Join Chesapeake Wealth Advisors for a Lunch and Learn on The Private Market Advantage: Today's Financial Strategies for Legal & Tax Advisors!
We will speak on topics such as Alternative Investments, Private Real Estate & 1031-721 Exchanges, Private Equity, Private Credit, & Advanced Trust Management.
RSVP to CWA@janney.com or to Nancy Carmean at 302-313-0405
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
