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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 2018

Registration opens one month before the event.

HEALTH AND MEDICARE UPDATE

September 17 – William Penn Inn, Lansdale, PA

September 20 – The Buck Hotel, Feasterville-Trevose, PA

September 26 -- Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

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SOCIAL SECURITY AND TAX PLANNING

November 5 –  The Buck Hotel, Feasterville-Trevose, PA

November 8 –   William Penn Inn, Lansdale, PA

November 13 -- Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

*Accounting and tax services are offered independently by Kopensky LLP and not through Voya Financial Advisors, Inc. Kopensky LLP is not a subsidiary of nor controlled by Voya Financial Advisors.

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EDUCATIONAL EVENTS

This annual seminar always garners high interest and attendance.

Early registration at the three dates offered is highly encouraged.

January 22 – William Penn Inn, Lansdale, PA

January 25 – Rivercrest Golf Club & Preserve, Phoenixville, PA

Februrary 6 - The Buck Hotel, Feasterville, PA

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WILLS AND TRUSTS

April 17 – William Penn Inn, Lansdale, PA

April 25– Rivercrest Golf Club & Preserve, Phoenixville, PA

April 26 -  The Buck Hotel, Feasteville-Trevose, PA

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CYBERSECURITY AND YOUR DIGITAL PRIVACY

June 04 - William Penn Inn, Lansdale, PA

June 06 - The Buck Hotel, Feasterville-Trevose, PA

June 21 - Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

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