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

Seminar
Apr
25

Women in Wealth Seminar

04/25/2026
12:00 pm EST
William Penn Inn
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May
08

Spring Gardening Seminar & Arboretum Tour

05/8/2026
11:00 am EST
Ambler Arboretum of Temple University
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Jun
12

Chipping & Putting Golf Clinic

06/12/2026
10:00 am EST
Green Valley Country Club
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Jun
25

Halftime Economic Report

06/25/2026
12:00 pm EST
Zoom
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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
Location TBD
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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
Location TBD
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Past Events

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