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.

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Long-Term Care: Perceptions, Realities And Steps You Can Take To Prepare
Please join us for this comprehensive presentation describing the various methods of receiving long-term care along with options and strategies for covering the cost while preserving your assets.
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A Medicare Primer: Learn Your Options
With a variety of options and plans available, Medicare can seem overwhelming, particularly if you don't yet know the basics. Join Janney specialists to help you navigate the many considerations, types of coverages and costs for you and your family, to aid you in making informed decisions for your health coverage and financial picture.
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The Power of Donor-Advised Funds for Impactful Giving
Discover the flexibility and power of donor-advised funds as we guide you through effective strategies to magnify your charitable impact while maximizing potential tax benefits.
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The Washington Update with Jeff Bush
Jeff Bush will provide a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals. This year's Presidential election will surely heighten the interest in this timely presentation.
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Year-End Checklist for Fiscal Success
Effectively plan for year-end and develop a strong financial foundation for the upcoming year as Ryan, Alex and Mark highlight important year-end tax and investment strategies and review the recently released Key Tax Numbers and limits for 2025.
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Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
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Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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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.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.