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Upcoming Events

MassMutual Greater Philadelphia

Understanding Tax Reform

Bala Cynwyd, PA
The “Tax Cuts and Jobs Act,” signed into law on December 22, 2017, is the most significant and sweeping tax policy change since tax reform in 1986!

Business Leaders Breakfast

Bala Cynwyd, PA
As Business Leaders, we support the communities in which we serve and work through many different charitable contributions and leadership. But did you know that there is way to help provide young people the opportunity to ... read more
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Past Events

2018 Economic & Market Outlook

2018 Economic & Market Outlook

King of Prussia, PA
When thinking about the year ahead, there is excitement in what is being seen in the economy and the markets. 2017 was certainly a fascinating year with political, social, and environmental events igniting new levels of debate and conversation across the country. So, what will 2018 bring? Join u...
Thu, Mar 30 2017 8:30 AM Thu, Feb 15 2018 9:30 PM

SFS Rebranding Celebration

SFS Rebranding Celebration

Wilmington, DE
UPDATE! Things we can’t plan around – Weather events and the Eagles winning the Super Bowl! In light of Thursday’s Super Bowl Parade, we’ve decided to postpone the Rebranding Celebration to next Tuesday, February 13th. We apologize for any inconvenience this may cause but hope you are still able ...
Tuesday, February 13 2018 6:00 PM 9:00 PM

Success After School

Success After School

Bala Cynwyd, PA
Success After School LEARN about our up-coming career opportunities, MEET our leadership, & TOUR our office Register prior to November 22nd to reserve your spot   For more information contactRobert Horrocks - roberthorrocks@financialguide.com     Securities, investment advisory and financi...
Wednesday, November 29 2017 6:30 PM 8:30 PM

Welcome Reception

Welcome Reception

Monroe Township, NJ
MassMutual Greater Philadelphia cordially invites you to join us for a Welcome Reception, honoring our new Princeton office advisors. Join us for hors d’oeuvres and cocktails, while learning more about our company, advisors and how you can help then grow their practices. Kindly RSVP to no later...
Thursday, November 16 2017 6:00 PM 8:00 PM

A Day of Dollars & Sense

A Day of Dollars & Sense

Bala Cynwyd, PA
From the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. For 131 years, that commitment has remained our guiding principle, for our clients and our community. In the Greater Philadelphia community, we’re more than a financial services fir...
Wednesday, November 15 2017 7:30 AM 8:00 PM

Telephone Tango

Telephone Tango

Cherry Hill, NJ
Technology has affected our world in a million ways. Financial Advisors need to re-evaluate their marketing methods in order to increase their chances of getting a new prospect on the phone so they can have a face-to-face meeting. Appointment setting has changed and to be successful, you need to...
Thursday, November 2 2017 6:00 PM 9:00 PM

Financial Strategies For Special Needs Families

Financial Strategies For Special Needs Families

Bala Cynwyd, PA
If you care for a person with a disability or other special needs, it’s important that you look beyond their medical care attention and the help you provide on a day-to-day basis. How you prepare for their financial well being will make a tremendous difference in your lifestyle now and when you a...
Wednesday, September 27 2017 6:00 PM 8:00 PM

realPERSPECTIVES

realPERSPECTIVES

Philadelphia, PA
Join us for realPERSPECTIVES, a workshop featuring REAL life stories shared by REAL families. These stories explore the planning issues that many people today face, including saving for retirement, protecting their loved ones, working with a financial professional, planning for a loved one with s...
Tuesday, September 12 2017 6:30 PM 8:00 PM

Social Security & Medicare - Understanding the Benefits

Social Security & Medicare - Understanding the Benefits

Bala Cynwyd, PA
You are Cordially Invited to a CE Seminar, Social Security & Medicare—Understanding the Benefits. This course will introduce basic concepts, as well as the qualifications for retirement benefits and filing decisions for married couples, widows and widowers, divorced individuals and singles. Compl...
Monday, August 14 2017 12:00 PM 3:00 PM

Capturing the Great Wealth Transfer

Capturing the Great Wealth Transfer

Bala Cynwyd, PA
According to Pew Research Center, 10,000 Baby Boomers will turn 65 today…and every day until the year 2030. The aging of this cohort of Americans has triggered the "Great Wealth Transfer” — an intergenerational passing of an estimated $30 Trillion in assets onto their heirs in Generations X & Y. ...
Thursday, August 10 2017 6:00 PM 8:00 PM

Mailing Address

2 Bala Plaza Ste 901 Bala Cynwyd, PA 19004
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