Broker Check

Events

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

More events are on the way! Check back soon for more information.

Past Events

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