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Tuesday, October 14, 2025
PA DIRECTED TRUST ACT & WHAT IT MEANS FOR YOU & YOUR CLIENTS
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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
C. Thomas Work, Esq. of Stevens & Lee, Reading PA
November 11, 2025
HOW TO MAKE ARTIFICIAL INTELLIGENCE WORK FOR YOU
Ross Bruch, Esq. Senior Wealth Planner at Brown Brothers Harriman
December 9, 2025
HOLIDAY PARTY
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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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