Upcoming Events
Sep 22
9th Annual Joint Meeting with the Estate Planning Council of Central PA
3 Topics - 3 Speakers - "The Middle Rich", AI in Estate Planning, and Special Needs and Guardianship
Dec 3
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OUR meetings are planned to be held in person with a webinar option.
Mission
Our mission is to promote and enhance the financial planning profession with integrity to its members, clients, and the community through quality education, public awareness, networking and mentoring.
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