Other Events You May Be Interested In
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.
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.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
