Events

On Saturday, June 7th, we held a Shred-it Event in our office parking lot. We were able to accumulate over 520 gallons of old statements and documents for our clients. Thanks to everyone that came out and joined us for Coffee and Doughnuts. We hope to do this again in the future !!






On September 11th and 12th, Beth attended the Janney Women's Advisor Forum near our home office in Philadelphia, PA to expand her network with many inspiring Janney Colleagues from around the Country and gain good insight and the forward moving direction of Janney Leadership and our partnership with KKR to help grow and nurture her practice and better serve her clients and her community.





For Thanksgiving, we celebrated with a Pancake Breakfast Wednesday morning in the office before departing with for the long weekend with our families.


Our Branch Family celebrated the Holiday Season with our own Families at the WSCC December 2025



On Saturday, Valentine's Day 2026, we had a breakfast at the WSCC with Tanya Jarrett, National Therapist and Certified Health & Wellness Coach and personal friend of Beth's to share in growth and personal experiences on this joyous day of love and appreciation.





Our Team is growing ... Beth adopted PEPPER in January of 2026 and Doug adopted Franklin at the end of November 2025 !!



















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Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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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.
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Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
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Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
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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?*
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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.
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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.
Email Image bfreeman@janney.com
Phone Image 717.731.2111