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
  • Tue. April 4th @Noon, Delaware Technical Community
  • College, Newark, DE
  • Th. April 6th @5:30pm, Schaefer's Canal House
  • Chesapeake City, MD
  • Tue. April 11th @5:30pm, Schaefer's Canal House
  • Chesapeake City, MD
  • Th. April 20th @5:30pm, Dilworthtown Inn
  • West Chester, PA
  • Wed. April 26th @ 5:30pm, Dilworthtown Inn
  • West Chester, PA




 

 













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