Insights & Education
On November 20th we had our annual Holiday Client Mixer and Kelly Anne Dolan Memorial Foundation Fundraiser. This year was our largest donation year to date – clients donated 100s of toys and over $2,500 in gift cards. We hosted the event at our headquarters, clients enjoyed food, drinks, old…READ MORE
On December 19th we had an amazing Client Event at the Flourtown Movie Tavern! We invited our valued clients to join us for a viewing of the new Mary Poppins Returns movie with complimentary adult beverages, sodas, milkshakes, popcorn and candy! We were so happy to have a…READ MORE
It was standing room only today at our Estate Planning 101 class taught by Guy F. Mattews, Esquire of Eckell Sparks Law Firm We had the opportunity to learn about Wills, Trusts, Probate, Powers of Attorney and more! Our attendees had so many great questions to ask that helped everyone…READ MORE
This past week our Founders, Lisa and Daniel Barram, had the great opportunity to attend a meeting where Michael Kitces was a featured speaker. Michael holds 8 graduate degrees and designations including Certified Financial Planner, Chartered Financial Consultant, Registered Health Underwriter. He holds 17 years in the Financial Planning field and has conducted…READ MORE
This Class is for: Anyone Turning 65 in the next 12 months Anyone already 65 retiring off a group plan in the next 12 months Anyone on a Medigap Plan that has seen increased premiums Anyone with Questions about Medicare Register for our Medicare 101 Class at the Retirement Prosperity…READ MORE
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