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
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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
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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
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8:00 PM
Finance 101: Young Professionals
Finance 101: Young Professionals
Bala Cynwyd, PA
Paying for graduate school, getting a job, buying a home - all of these milestones are both exciting and at times stressful! As young professionals build their careers, start families and consider their futures, it is important to remember that true success has little to do with your job title o...
Wednesday, June 7 2017
6:00 PM
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8:00 PM
Accelerate Your Practice
Accelerate Your Practice
Philadelphia, PA
Join us for an evening of networking, cocktails, discussion and dinner! Hear from Josh Scheffey, Director at SEI Advisor Network as he leads a discussion about how Goals Based Investing & Tax Management Strategies can benefit you and help accelerate your practice. Sposored By: MassMutual Greate...
Thursday, June 1 2017
6:00 PM
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9:00 PM
UNCORK YOUR BRAND
UNCORK YOUR BRAND
Bala Cynwyd, PA
A Women's Networking Event Please join us for a discussion on creating, growing, and protecting your brand! Enjoy an evening of wine tasting, complimentary headshots courtesy of Phenix Salons 1929, and delicious fare while networking with other professional women. Guest Speakers: Nelly Arnold...
Thursday, April 6 2017
6:00 PM
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8:00 PM
Haverford's Economic Outlook
Haverford's Economic Outlook
Bala Cynwyd, PA
Join us for breakfast and an interactive discussion with Tim Hoyle, Haverford Trust’s Co-Chief Investment Officer, and David Peppard, Vice President & Portfolio Manager. Sixty-days post-election we anticipate better insights into the pace of the Trump administration’s agenda which will have both...
Thursday, March 30 2017
8:30 AM
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10:00 AM
The Social Side of Security
The Social Side of Security
Bala Cynwyd, PA
Did you know that you don’t have to take your Social Security retirement benefits at age 62? Or even when you stop working? You can defer your Social Security retirement benefits until you’re 70. And there are good reasons why you may want to explore all options available to you. Now more than ev...
Thursday, March 2 2017
6:00 PM
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8:00 PM
Social Security & Medicare...
Social Security & Medicare...
Bala Cynwyd, PA
Join us for a morning of networking, a savory breakfast from Sabrina's Cafe and 2 CE credits! For too many Americans, Social Security is a large part of retirement income and Medicare a large part of their medical cost protection safety net. Social Security pays benefits to more than 41 million ...
Thursday, March 2 2017
7:30 AM
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10:00 AM
