Past Meetings

Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients

September 22, 2020
11:45 AM - 4:30 PM

West Shore Country Club
100 Brentwater Road
Camp Hill, PA 17011

Joint meeting with the FPA and EPC of Central PA

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Get Your Questions Answered from Michael Kitces: SECURE Act and CARES Act

June 03, 2020
9:00 AM - 12:00 PM


Join us for Michael E. Kitces MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

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Federal Economic Overview & 2020 Market Outlook

January 15, 2020
7:45 AM - 12:00 PM

Red Lion Hotel
4751 Lindle Road
Harrisburg, PA

Federal Reserve Speaker Ryo Tashiro

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