Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
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Join us for a fun client appreciation open house including a donation drive for local charities, holiday treats and a few selfies at our festive photo station. We’d like to take this opportunity to thank you and to give back to our neighbors for the holidays. Drop off donations anytime now up until December 14th. Please consider bringing a food/pantry donation for the Whitehall Coplay Hunger Initiative or toys/crafts for the Reilly Children’s Hospital. List of suggestions below. OPEN HOUSE CLIENT APPRECIATION ON DECEMBER 14TH | 4:00PM–7:00PM Hot chocolate, apple cider and cookies all day! Everyone who donates an item will receive a special gift bag of cookies, which will only be available for pick up on Dec. 14th. SELFIE STATION FOR HOLIDAY PHOTOS ON DECEMBER 14TH | 4:00PM–7:00PM Capture your holiday photos at our photo station. Special guest appearances from Santa, his helpers and the Grinch. WHITEHALL COPLAY HUNGER INITIATIVE • Canned tuna • Pasta (all types) • Boxes of cereal • Oatmeal • Pancake Mix • Syrup • Canned corn • Canned soup REILLY CHILDREN’S HOSPITAL (Items NOT wrapped, but in the original packaging–any opened packages or used toys will not be accepted) • New stuffed animals and Squishmallows • Childrens PJ individually packaged in gallon Ziploc bags with size and gender indicated on package. • Children’s band aids • $25 gift cards (Wegmans, Giant, Target, Amazon) • Board games • Travel size toiletries • Activity bags • Preschool 2-4 and School age 5-8: crayons, color books, play-doh, bubbles, cards, dolls, action figures, cars, stickers, small craft kits, • Tween and Teen 9 and older: colored pencils, coloring sheets, crafts, brainteasers, books, travel size games, word search, mad-libs. CAN NOT ACCEPT: x political or religious themed items x homemade foods x clothing other than PJs x toys with small detachable parts x violent themed items such as guns, swords, blood, violence
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Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
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Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
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Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
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Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
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Upcoming Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.