We present educational seminars as a complimentary service to our current and prospective clients and their guests. We welcome you to join us.
Registration is required.
We are now offering most seminars with limited in person seating and virtually via Zoom. As you register please carefully select the attendance type you desire.
Here is what you need to do to participate via Zoom:
Register using this page or by calling us at 717–560‑3800 – Registration is required.
On the day prior to the seminar look for an email from us with the Zoom meeting link and if applicable, a link to download a PDF of the presentation.
At the scheduled meeting time click the Zoom link from the email and follow the on-screen instructions.
Please note, you do not need a camera or microphone to attend.
Are your personal and financial records in order? What documents do you need to keep? Where? For how long? Are your records easy to find? What if you were in...
Following a brief overview of dementia, our seminar will focus on the communication challenges of dementia related illnesses. Those suffering from dementia often experience great difficulty expressing their thoughts and understanding...
Historian Randolph Harris of Lancaster will highlight the rise of abolitionism and anti-slavery activism in Southeastern Pennsylvania, from about 1780 through 1860, focusing on people and places with authentic connections...
Do you know someone who is planning their retirement and could use a second opinion? Is a friend or family member dissatisfied with their current financial adviser? Would you like to make...
Want to life live on your terms? In this session, you will learn the keys to retaining/improving both physical and cognitive strength so that you can continue to enjoy all...
Our session will explore how the stock market has handled the first half 2024, which has included changes in inflation, interest rates, and corporate profits. Also, with the presidential election...