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Team Members

• Patrick Carney
• Susan Connors
• Ashley Duff
• Erika Eckman
• Richard Elias
• Gabrielle Gioia
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• Michael Helveston
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• Nicole Kratz
• Clint Krushinsky
• Ann McCoy
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• Amy Rothweiler
• Adam Sclafani
• Sandy Skrodinsky
• Barbara Smith
• Michelle Sweigart

Seminars

• Pulse of the Market: What is the Economy Telling Us? (Virtual Seminar)
• Investing 101 (Virtual Seminar)
• Is Your Portfolio Retirement Ready? (Virtual Seminar)
• What is Required of an Executor? (Virtual Seminar)
• Retirement for Women (Virtual Seminar)
• Selling your Home in the Downsizing Process (Virtual Seminar)
• Make Your Money Last a Lifetime (Virtual Seminar) Evening
• Make Your Money Last a Lifetime (Virtual Seminar)
• Ways to Exit Your Timeshare (Virtual Seminar)
• Selecting a Retirement Community (Virtual Seminar)
• What is an AGILE Retirement? (Virtual Seminar)
• Pulse of the Market: What is the Economy Telling Us? (Virtual Seminar)
• Cybersecurity (Rescheduled from October 2020) (Virtual Seminar)
• Year-End Tax Planning Tips (Virtual Seminar)
• Travel – Post COVID-19 (Virtual Seminar)
• Winemaking 101 (Virtual Seminar)
• Pulse of the Market (Virtual Seminar)
• Social Security Strategies (Virtual Seminar)
• Medicare Open Enrollment – What is New This Year? (Virtual Seminar)