Upcoming Events

BusinessKillers: Avoiding the Six Mistakes that Can Destroy Your Business

BusinessKillers®  focuses on the six common mistakes business owners often make. In just 60 minutes, using this highly informative (and entertaining) workshop program, you will educate business owners to identify their own level of risk and avoid these pitfalls.

 

GE - 106100 (9/15) (Exp. 9/17) 

When: Tuesday, October 24, 2017 - 6pm - 7:30pm
Where: Firstrust Bank
15 E. Ridge Pike - 2nd Floor
Conshohocken, PA 19428
Host: Susan Boehm
Phone: 215-640-3871
 

BusinessKillers: Avoiding the Six Mistakes that Can Destroy Your Business

BusinessKillers®  focuses on the six common mistakes business owners often make. In just 60 minutes, using this highly informative (and entertaining) workshop program, you will educate business owners to identify their own level of risk and avoid these pitfalls.

 

GE - 106100 (9/15) (Exp. 9/17) 

When: Friday, October 27, 2017 - 11:30am - 1:00pm
Where: DelFrisco's Double Eagle Steakhouse
1426 Chestnut Street
Philadelphia, PA 19102
Host: Susan Boehm
Phone: 215-640-3871
 

Estate Planning with a Heart: The Family Love Letter

Put our knowledge on your side

Estate planning with a heart! This practical, sensitive workshop helps you face the difficult process of centralizing financial, legal and personal information so family and friends can take care of you and know how you would like end-of-life issues handled.

Attendees will receive the Family Love Letter which helps, among other things, to organize the details of your will, social security number, passwords to your computer/online accounts, and many other practical details. It can make a world of difference.

The Family Love Letter — Estate Planning Workshop

At this workshop we will cover:  

  • Estate Planning Documents
  • The Importance of Powers of Attorney – Medical and General
  • Details on the Contents and Use of the Family Love Letter

 

GE-91236 (03/16)(Exp. 03/18)

When: Thursday, November 9, 2017 - 6pm - 7:30pm
Where: Firstrust Bank
15 E. Ridge Pike - 2nd Floor
Conshohocken, PA 19428
Host: Susan Boehm
Phone: 215-640-3871