Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
More events are on the way! Check back soon for more information.
April 8, 2022
1:00p - 2:00p
We understand that special needs planning is complex. That’s why we’ve designed a workshop to help simplify it for you.
March 16, 2022
4:30p - 6:30p
The Madison Building
Join us for a fun evening filled with networking, drinks, hors d'oeuvres, and an educational discussion from guest speaker, Tom Love on How Money Works. We look forward to seeing you there!
August 20, 2021
2:00p - 3:00p
Your family’s needs are special. Your planning strategies should be, too. We understand that special needs planning is complex. That’s why we’ve designed a workshop to help simplify it for you.
January 8, 2020
4:30p - 7:00p
There's been an exciting change to our organization we'd like to share with you. We recently changed our name to Penn Mutual Wealth Strategies and moved our office to a new location. Please join us in celebrating at our open house! - Guests will get to meet The Mayor of Addison, Joe Chow and learn about 2020 initiatives of the city and our firm! - Hors D'oeuvres and Champagne toast to the New Year and Decade