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.
Estate Planning and One Big Beautiful Bill Act Lunch N Learn
Please join us IN-PERSON for this Lunch N Learn (Lunch included) discussing Estate Planning and the One Big Beautiful Bill Act to help you understand how major tax policy changes can affect you. Estate Planning Attorneys Robert T. Kelly, Jr. and Kris E. Fendrock both of Myers, Brier & Kelly, LLP will be our presenters and will be answering your questions.
Up Next: 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.
