September 9, 2025

HOW TO GET THE MOST OUT OF SOCIAL SECURITY

Robert Kron, CFP. Nuveen Managing Director of Advisor Education

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October 14, 2025

PA DIRECTED TRUST ACT & WHAT IT MEANS FOR YOU & YOUR CLIENTS

C. Thomas Work, Esq. of Stevens & Lee, Reading PA

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November 11, 2025

HOW TO MAKE ARTIFICIAL INTELLIGENCE WORK FOR YOU

Ross Bruch, Esq. Senior Wealth Planner at Brown Brothers Harriman

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December 9, 2025

HOLIDAY PARTY

N/A

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January 13, 2026

HOW TO PREPARE AN ESTATE PLAN FOR THE MENTALLY ILL CLIENT

Lesley M. Mehalick, JD, LLM of the McAndrews Law Firm.

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