Events
Join us for "Single & Savvy" - a roundtable discussion for single women where you will receive valuable information regarding how to not just survive, but thrive financially, physically and mentally!
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 13, 2026
7:00p - 8:00p
Indian Valley Public Library
Claiming with Confidence - Your Social Security Roadmap
Social Security claiming strategies
April 15, 2026
1:00p - 2:30p
SPARKS Senior Center of Montgomery County
Secure Your Future: Insights on Aging, Housing, and Financial Planning (copy) (copy)
We will be talking about the importance of positioning financial assets, aspects of in-home care, living space transitions and senior living options, and estate and medicaid planning.
October 7, 2025
2:00p - 3:30p
Indian Valley Public Library
Secure Your Future: Insights on Aging, Housing, and Financial Planning (copy)
We will be talking about the importance of positioning financial assets, aspects of in-home care, living space transitions and senior living options, and estate and medicaid planning.
July 15, 2025
3:00p - 5:00p
The Birches at Harleysville
Secure Your Future: Insights on Aging, Housing, and Financial Planning
We will be talking about the importance of positioning financial assets, aspects of in-home care, living space transitions and senior living options, and estate and medicaid planning.
June 17, 2025
12:10p - 1:10p
Indian Valley Public Library
Beyond Retirement: Building a Lifetime Income Plan
We will be discussing the different aspects of building a sustainable lifetime income. We will be discussing different strategies and the pros/cons of each, and how to decide what is right for you. No product sales.
March 18, 2025
7:00p - 8:00p
Indian Valley Public Library
Smart Moves For Social Security: Maximize Your Income, Minimize Your Worry
Social Security claiming strategies
January 20, 2025
6:30p - 8:00p
The Broad Street Grind
December 31, 2024
10:25a - 11:25a
The Broad Street Grind
Single & Savvy
A free event to help you be even more financially savvy!