February Workshops

Join us on February 23, 2010 at the Solaris Grille in Center Square or February 25, 2010 at The William Penn Inn for our workshop that will help you to Keep From Losing Your Stuff.

Clients love our holistic approach to retirement planning. An estate plan on its own is simply not as valuable without working in concert with a retirement planner, financial advisor, CPA and long term care specialist. At this workshop, we will bring you a new, comprehensive approach to wealth management and preservation. We’ll teach you how a coordinated approach can add value to you and your family’s finances and legacy. Learn about asset protection strategies, how to craft the perfect living trust, and why every estate plan must be unique for your family.

The classes are free, and seating is limited. In addition, a complementary delicious dinner will be served! Just click on CLASSES on the menu bar above to register for one of the two workshops. We hope to see you there!