Events

We love spending time with our clients and the people they care about. Many of our events focus on educating people in an approachable and valuable way. In addition to educational events, we love spending time with our clients through social events and celebrations.

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Upcoming Events

Jun
12

Chipping & Putting Golf Clinic

06/12/2026
10:00 am EST
Green Valley Country Club
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Jul
07

Halftime Economic Report

07/7/2026
11:00 am EST
Microsoft Teams
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Jul
17

Irons & Drivers Golf Clinic

07/17/2026
10:00 am EST
Green Valley Country Club
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Jul
31

Shore Cheers & Connections

07/31/2026
4:00 pm EST
Nucky's Kitchen & Speakeasy
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Aug
11

Iron Pigs Baseball Game

08/11/2026
6:30 pm EST
Coca Cola Park
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Oct
12

Knights of Columbus Golf Outing

10/12/2026
8:30 am EST
Macoby Run Golf Course
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Past Events

May
08

Spring Gardening Seminar & Arboretum Tour

05/8/2026
11:00 am EST
Ambler Arboretum of Temple University
Details
Seminar
Apr
25

Women in Wealth Seminar

04/25/2026
12:00 pm EST
William Penn Inn
Details
Luncheon
Feb
14

Galentine’s Luncheon

02/14/2026
12:00 pm EST
William Penn Inn
Details
Jan
24

2026 Economic Forecast

01/24/2026
12:00 pm EST
William Penn Inn
Details