Other Events You May Be Interested In
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!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
