Upcoming Events: 

 

     


    Past Events: 

    Kutztown University Finance Club Mentoring Meeting --- March 5, 2020 @ 11am in the DeFrancesco Building

    Topics discussed:

    • Transitioning from college into the real world
    • What personal financial planning means to my clients 
    • Where I see the industry going and what I’d look for when hiring

     

    Will the SECURE Act Have An Impact On Your Retirement Planning?  --- February 25, 2020 @ 6pm at the Kutztown Community Library

     

    Kutztown University Radio's interview with Benjamin Haas  --- December 13, 2019 

    Social Security:  Unlock Its Potential --- November 15, 2019 @ 9:30 am and November 19, 2019 @ 6:00 pm

    Building Community Through Charitable Giving --- October 10, 2019 @ 6:00 pm and September 13, 2019 @ 9:30 am

    ABC's of Financial Planning --- September 12, 2019 @ 6:00 pm and September 13, 2019 @ 9:30 am

    7 Mistakes You Need to Avoid With Your Pension Election.pdf  --- September 12, 2018 @ 8:30 am and 4:00 pm

    Our 6-Part Recipe to Retirement Planning.pdf  --- August 3, 2018 @ 5:00 pm

    3 Need to Know Strategies for Charitable Giving Under the New Tax Code .pdf  --- July 18, 2018 @ 8:30 am and 6:00 pm

    5 Ways Technology Will Change How You Age.pdf  --- June 13, 2018 @ 8:30 am and 6:00 pm

    Social Security Unlock Its Potential.pdf  ---  May 23, 2018 @ 8:30 am and 6:00 pm

    Identity Theft & Online Security.pdf  ---  May 2, 2018 @ 8:30 am and 6:00 pm