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Events

Our Client Events

We have both educational and fun events throughout the year for our clients. Here are some past events we have enjoyed. We have some exciting ones planned for the future!

Stone Bridge Seminars<br/>

Stone Bridge Seminars

Our clients enjoyed an evening of education from our 4 guest speakers. The topics included social security, medicare, tax-efficient retirement, cybersecurity, and a market update.

Cooking Class at Sur La Table<br/>

Cooking Class at Sur La Table

Our top clients joined us for an evening of cooking fun! We learned how to make pasta from scratch and enjoyed it with a delicious chicken dish and dessert.

Reading Fightin' Phils Baseball Game<br/>

Reading Fightin' Phils Baseball Game

We had a beautiful summer night to enjoy the ball game and a buffet dinner!

Learning Workshop<br/>

Learning Workshop

We hosted a fun night of learning at our office in Collegeville. Several different subject matter experts visited us to talk about topics such as Medicare, 529s, and Social Security. This was a favorite with our clients so we hope to have another one soon!