Broker Check


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.

Upcoming Events

February 26, 2022

1:00p - 2:00p

Online Webinar


January Power Hour: How to Make a Strong Explanation of Services

Join us for this month’s Power Hour Training as Tom Love breaks down “How to Make a Strong Explanation of Services”

Past Events

August 20, 2021

2:00p - 3:00p

Online Webinar

Special Planning For Life Workshop

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

The Madison

Penn Mutual Wealth Strategies Open House

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

Event Registration