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. Feb. 16th @5:30pm, La Casa Pasta

  • Newark, DE
  • Wed. Feb. 22nd @5:30pm, The Dilworthtown Inn
  • West Chester, PA

  • Tue. Feb. 28th  @5:30pm, The Dilworthtown Inn
  • West Chester, PA
  • Tue. Feb. 28th @6:00pm, Middletown Office*
  • Middletown, DE
  • Th. March 9th @5:30pm, Sullivan's Steakhouse
  • Wilmington, DE
  • Th. March 10th @12:00pm, East Passyunk Community 
  • Recreation Center, Philadelphia, PA
  • Tue. March 14th @2:00pm, Appoquinimink Community
  • Library, Middletown, DE 
  • Th. March 16th @ 5:30pm, Sullivan's Steakhouse
  • Wilmington, DE 


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

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