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 firm. We’re neighbors, colleagues, parents and friends. And we believe we can help our community become a better place to live, work and play.
MassMutual Greater Philadelphia's first annual Financial Literacy Summit is an all-day series of workshops designed to connect members of our community while providing valuable financial education. Join us for one, or join us for all!
To help make a difference in our community, as your ticket to enter the event, we ask you to bring a new or like new book to contribute to our Tree House Books: Book Drive!
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Business Leaders Breakfast: Is Your Business "YOU" Proof?
7:30 - 9:30 AM
There are some things in life that take time, no matter how much you want to rush them. Making your business sellable often requires significant changes; and a prospective buyer is going to want to see how your business has performed for the three years after you have made the changes required to make your business sellable. Therefore, if you want to sell in five years, you need to start making your business sellable now so the changes have time to gestate. Join us for breakfast and an intimate discussion on how you can protect your business today while planning for the future.
Guest Speakers
- Christina M. Reger, Esq., Shareholder at Bazelon Less & Feldman, P.C.
- Joseph W. Murray, CLU, CHFC, CFBS, Senior Vice President at MassMutual Greater Philadelphia
- Brian Martin, Director of Customer Success at BizEquity
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Ladies Who Lunch | Create + Grow + Protect Your Brand
11AM - 1PM
What does your personal brand say about you? Take a refreshing look at how you can create the powerful connection between who you are, what’s expected of you, and the way you present yourself to the world around you. Join us for a discussion on creating, growing, and protecting your brand while enjoying delicious fare and networking with other professional women.
Guest Speakers
- Create: Nelly Arnold, Principle Designer at personal | space
- Grow: Megan Gray, Senior Project Manager at Albrecht Events, LLC
- Protect: Teresa DeVries, CFBS, Financial Advisor at MassMutual Greater Philadelphia
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Costly Pursuit: College Education and the New American Dream
6-8PM
If you’re like most parents, you’re concerned about how you’ll fund your child’s education. You give them so much, your love, your protection, your hopes for a bright future. Whether the college years seem like a distant dream, or they’re just around the corner; with college costs rising every day, it’s never too early to start saving for higher education. Make sure the dream of a college education is always within their reach. Join us for cocktails and delicious fare as we show you ways to make saving for college a rewarding part of your financial strategy.
Guest Speakers
- Brian Walters, Senior Vice President at GradFin
- Fred Horrocks, CLU, ChFC, Managing Associate at MassMutual Greater Philadelphia
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004, Tel: 610‐766‐3000. MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual. CRN201910-219964