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
May 13, 2026
7:00p - 8:00p
Indian Valley Public Library
Claiming with Confidence - Your Social Security Roadmap
Social Security claiming strategies
Past Events
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!