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FINANCIAL INDEPENDENCE PLANNING, LLC

"A sound financial planning process should free up your time from worrying about money to enjoying all the things in life that are important to you."

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WELCOME TO FINANCIAL INDEPENDENCE PLANNING, LLC™

Financial Independence Planning, FIP, is one of the premier financial planning firms in the tri-state area. We earn the trust and respect of our clients and peers by consistently delivering high quality, reliable, and accurate financial planning and wealth management advice and service. To read more about our vision, mission and unique process, click here.

EDUCATIONAL EVENTS SCHEDULE 2019

Registration opens one month before the event.

Educational Events

This annual seminar always garners high interest and attendance.

Early registration at the three dates offered is highly encouraged.

January 31 – Rivercrest Golf Club & Preserve, Phoenixville, PA

February 04 – William Penn Inn, Lansdale, PA

February 06 - The Buck Hotel, Feasterville, PA

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What to do When a Loved One Passes

April 08 – William Penn Inn, Lansdale, PA

April 11– Rivercrest Golf Club & Preserve, Phoenixville, PA

April 16 -  The Buck Hotel, Feasterville-Trevose, PA

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HEALTH AND MEDICARE/YEAR-END TAX PLANNING

September 16 – William Penn Inn, Lansdale, PA

September 24 – The Buck Hotel, Feasterville-Trevose, PA

September 25 -- Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

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SOCIAL SECURITY AND RETIREMENT INCOME PLANNING

November 04 --   William Penn Inn, Lansdale, PA



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DO YOU GET AN ANNUAL CHECKUP FOR YOURSELF? WHAT ABOUT FOR  YOUR FINANCIAL PLAN? GET IN TOUCH WITH US FOR A COMPLIMENTARY CONSULTATION

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