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We believe it’s important to get to know our clients and their families on a personal level.

That's why we host fun, educational and charitable events throughout the year and encourage you and your friends and family to join us.


Past Event

The Quality of Life

Presented by: Host Peter J. Gutekunst, CFP® Financial Planner Raymond James Financial Services and presenter Bill McManus, Director of Strategic Markets representing the Hartford Funds


Description: The Quality of Life What does a light bulb, an ice cream cone and a dinner fork have to do with sustaining a happy retirement? More than you might think. Join us to find out.


Topics include:
  • How Will You Get an Ice Cream Cone
  • Who Will Change Your Light Bulbs
  • Who Will You Have Dinner With


Name: DeVry University
Description: 1140 Virginia Drive Fort Washington, PA 19034
Dates and Times: 6:30 pm, June 23, 2015

Contact: Please contact Robin Fireman at 267-513-1816 or e-mail to make your reservation.