Upcoming Events




                                                                                                     

If you are within 5 years of retirement, or have already retired, you can not afford to miss this unique workshop that will answer the #1 question retirees ask:

"Will I Outlive My Money?"
  • Current investment environment: How long will the bull market continue?
  • How interest rates could affect your portfolio in the future
  • What current stock market valuations mean for long-term investors
  • How to effectively balance security and growth in your portfolio
  • Options to provide additional portfolio stability
  • Why a "buy and hold" approach to investing may experience challenges in a volatile market
  • How the 2016 election results will affect your retirement 

  • Upcoming Events 2017
  • Th. April 20th @5:30pm, Dilworthtown Inn
  • West Chester, PA
  • Tue. April 25th @1:00pm, Cecil County Chamber
  • of Commerce, Elkton, MD
  • Wed. April 26th @5:30pm, Dilworthtown Inn
  • West Chester, PA
  • Tue. May 2nd @12noon, Delaware Technical 
  • Community College, Dover, DE
  • Wed. May 3rd @5:30pm, The Grille at Back Creek
  • Middletown, DE
  • Th. May 11th @5:30pm, The Grille at Back Creek
  • Middletown, DE


























 Call 610-358-8942 for more information or to register for one of our events.


*Middletown Professional Center, 291A Carter Rd., Middletown, DE




 

WHAT WE DO