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Event List

Our events are always informative AND fun! Join us for a free event. Registration required.




Where Have All The Pensions Gone?
Wednesday, August 23, 2017 Please arrive 10-15 minutes early
Franklin Retirement Solutions Learning Center, 2300 Computer Avenue, Suite J54, Willow Grove, PA 19090
Located at: 2300 Computer Avenue, Suite J54, Willow Grove, PA 19090

When your parents retired, there was a 40% chance that they’d retire with a pension. Today, there is less than a 15% chance that you are retiring with one. What happened?! And, more importantly, is there anything you can do today to produce that guaranteed stream of income that pensions produced?

Come join us as Kyle Plotkin, Investment Advisor Representative, tells you all you need to know about using annuities to reproduce the guaranteed lifetime income streams enjoyed by so many pensioners one generation ago. He’ll discuss the different types of annuities currently available, their individual pros and cons and whether or not any of them are truly suited for a place in your retirement portfolio. Have questions? There will be time for Q&A following the discussion, and there will be a catered lunch following the event.





Developing A Comphrensive Estate Plan
Tuesday, August 29, 2017 Please arrive 10-15 minutes early
Franklin Retirement Solutions Learning Center, 2300 Computer Avenue, Suite J54, Willow Grove, PA 19090
Located at: 2300 Computer Avenue, Suite J54, Willow Grove, PA 19090

Join our resident estate planning attorney Jeremy A. Wechsler, Esq. for a review of modern estate planning. Is a will enough today? Will you go broke, and will your legacy be sapped dry, if you need to go into a nursing home? What is the best way to protect your legacy and provide for future generations? Do you need a will or a trust? What happens to your IRA when it passes on?

Questions like these, and more, will be answered in this informative hour-long discussion. There will be time for Q&A, so come with questions, and the discussion will be followed by a delicious catered meal.

Don’t wait until it’s too late. The best time to prepare your estate plan is today. RSVP for this informative session now!





Medicare Made Easy
Wednesday, September 27, 2017 Please arrive 10-15 minutes early
Franklin Retirement Solutions Learning Center, 2300 Computer Avenue, Suite J54, Willow Grove, PA 19090
Located at: 2300 Computer Avenue, Suite J54, Willow Grove, PA 19090

Join our in-house Medicare specialist Howard Peck for a comprehensive conversation about Medicare. In this one-hour, informational talk, Howard will review the types of insurance folks need as they approach 65 and, just as important, how to avoid paying for coverage that they don’t need. He’ll also review MediGap, Medicare Advantage, enrollment periods, Part D drug plans and all the questions you should be asking before you sign up for an insurance plan.

If you have questions, there will be plenty of time to have them answered after the presentation, and lunch will be served.

Hope you can join us!







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2300 Computer Avenue, Suite J-54, Willow Grove, PA 19090
| Phone: 215-706-0200

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