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FREE Financial Wellness Workshops

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We want you to be well informed about your investment opportunities and to have a sound financial plan. That is why we are hosting educational seminars focused on investing and financial planning throughout the rest of this year. The seminars will discuss an array of different circumstances and discuss all of your financial options. We inspire you to reach maximum financial wellness!

2017 Schedule

September

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  • Topic: Maximize Social Security Benefits
    • Whether Social Security can provide the income you need when you retire
    • How to make the most of your Social Security benefits
    • Sources of retirement income beyond Social Security.
  • Facilitator: William Davis, Certified Financial Planner™
  • When: Thursday, September 14th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

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  • Topic: First Time Home Buyer Seminar
    • Key steps to take in buying your first home
    • Industry trends affecting the Bucks County market
    • Expert techniques to get your offer accepted
    • Exclusive offer for attendees!
  • Facilitator: Ed Karpinski and Eileen McWilliams
  • When: Thursday, September 21st from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

October

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  • Topic: Small Business Retirement Plans - from SIMPLE to Sophisticated
    • To take advantage of asset consolidation
    • Make flexible contributions that may help save on taxes
    • Compare features and benefits of different retirement plans
    • SEP, SIMPLE, 401(k), and Individual 401(k) plans
  • Facilitator: William Davis, Certified Financial Planner™
  • When: Thursday, October, 19th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

November

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  • Topic: How an Estate Plan puts YOU in Control
    • Provide for your immediate family
    • Ensure property goes to the right beneficiaries
    • Manage estate tax burden - for you and your family 
    • Support a favorite cause!
  • Facilitator: William DavisCertified Financial Planner™
  • When: Thursday, November, 16th from 6:30pm - 7:30pm
  • Where: Newtown Branch
REGISTER

December

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  • Topic: Affording College: Financial Aid Round Table Discussion
    • Key steps to take to prepare for the financial aid process
    • Application improvements and current trends
    • Expert techniques to navigate financial aid packages
  • Facilitator: William Davis, Certified Financial Planner™ and Mary Harkins, M.Ed.
  • When: Wednesday, December 6th from 6:30pm - 8:00pm
  • Where: Newtown Branch
REGISTER