Past Meetings

Wednesday, December 5, 2018

December 05, 2018
7:45 AM - 12:00 PM

Red Lion Hotel
4751 Lindle Road
Harrisburg, PA

"Millennial Money" & "Creative Approaches to 529 Plans"

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Special Needs Planning Summit

September 25, 2018
12:30 PM - 4:30 PM

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

Changes in Tax Planning, Trusts and Estate Planning and County Specific Services available in our area!

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Wednesday, June 6, 2018

June 06, 2018
7:45 AM - 12:00 PM

Red Lion Hotel
4751 Lindle Road
Harrisburg, PA 17111

2 National Speakers & 3 Continuing Ed Credits

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Wednesday, April 25, 2018

April 25, 2018
7:45 AM - 12:00 PM

Red Lion Hotel
4751 Lindle Road
Harrisburg, PA

CFP Board Code of Ethics Plus an update on the 2017 Tax Bill and a FREE Lunch!

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Wednesday, February 21, 2018

February 21, 2018
12:00 AM

Red Lion Hotel
4751 Lindle Road
Harrisburg, PA

Economic Update ~ Federal Reserve

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