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.
Bent Creek Country Club Dinner (May 14)
Enjoy a complimentary dinner while meeting experts who practice financial planning, portfolio management, and estate planning.
Whether you are actively looking for assistance or simply want to further your knowledge, reserve your seat today!
Dinner Options:
- Pan Seared Salmon
- Chicken Saltimbocca
Bent Creek Country Club Dinner (May 21)
Enjoy a complimentary dinner while meeting experts who practice financial planning, portfolio management, and estate planning.
Whether you are actively looking for assistance or simply want to further your knowledge, reserve your seat today!
Dinner Options:
- Pan Seared Salmon
- Chicken Saltimbocca
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?