HOW TO PREPARE AN ESTATE PLAN FOR THE MENTALLY ILL CLIENT

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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