Financial Planning Seminars

Registration is required. Seminars are free and are held in the training room at our offices at 647 East Roseville Road, Lancaster, PA 17601 (map).

Note: Beginning June 1, 2012, all seminars will be held at The Manor, 2025 Lititz Pike, Lancaster, PA unless noted otherwise (map).

You are welcome to register through this site or by phone: 717.560.3800.

Energy Audit

May 24, 2012 01:00 PM

Lighting, heating, cooling and powering our homes can take a lot of energy. We all know that there are ways to reduce our consumption without drastically effecting our lifestyle, but what are they and how much energy and dollars can they really save? In this seminar we will discuss what a home energy audit is, who provides them, and what benefits could result from taking the time to conduct your own audit.

What’s New in Long-Term Care

June 5, 2012 11:00 AM

When a consumer buys a fire insurance policy on their home they are betting in favor of a potential risk that most probably will not occur. The number of house fires commonly encountered is rare. But if one does occur, it is a total financial catastrophe for most people. For that reason, fire insurance policies are common. In buying long-term health care, the consumer and the insurance company are engaging in a far different bet. The probability of the purchaser needing long-term health care at some time in the future is fifty percent. Understanding what a policy means and comparing the policies of different companies requires an understanding of the jargon of the insurance business. At this session, we will go over the differences in Long-Term Care policies and how to evaluate whether you need this type of insurance.
Location: 2025 Lititz Pike, Lancaster, PA

Understanding Investor Behavior

June 21, 2012 01:00 PM

When it comes to money and investing, we’re not always as rational as we think we are – which is why there’s a whole field of study that explains our sometimes-strange behavior. Where do you, as an investor, fit in? Insight into the theory and findings of behavioral finance may help you answer this question. This seminar will cover some of these behavioral traits and help you avoid some of the common investing mistakes.
Location: 2025 Lititz Pike, Lancaster, PA

Reaching Your Grandchildren

July 10, 2012 11:00 AM

This seminar is designed to bring your school age grandchildren to the seminar. We will engage them in discussions and roleplaying around basic money principals such as spending, saving and giving. We will also discuss the importance of a financial advisor and the relationship their grandparents have with their advisors. This will be a fun filled seminar and one you don’t want to miss.

Pulse of the Market

July 26, 2012 01:00 PM

What is the outlook for the financial markets and the events driving them this year? Rick will discuss the current market trends and what opportunities they present for investors. What will be the impact on financial markets of the upcoming Presidential Election? Will inflation fears cause the Federal Reserve to begin raising interest rates? Join us for a look at what the future may hold for the financial markets during the rest of 2012.

How To Not Shoot Yourself In The Foot

August 7, 2012 11:00 AM

What is the magic formula for investment success? Is it finding the best mutual fund or the next Google? Believe it or not, successful investing has more to do with managing your behavior as an investor than picking the next great thing. This seminar will cover the most important principles and practices that successful investors employ. Learn the classic behavioral mistakes that investors make over and over again and how to avoid them.

Get Your House Ready for Sale or Just More Organized – How to Clean out Your Junk

August 23, 2012 01:00 PM

If you have been in your house for any length of time you’ve certainly accumulated some junk. Probably some of your boxes haven’t been touched in years and others are full of stuff no one wants, including yourself! Real estate pro Rochelle ‘Rocky’ Welkowitz will present this seminar. She created Moving Solutions, a unique service to help organize and arrange relocations, especially for retired adults. She will review all of your organizing and moving options.














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