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Events
Hear From The Experts
Register to attend one of our upcoming Year-End Tax Planning Seminars below hosted by a CFS* Financial Advisor at a location near you. We'll discuss how tax policy and election years can affect investment opportunities and offer actionable year-end tax planning strategies. We hope to see you there!
Year-End Tax Planning Seminar - October 3, 2024
Join CFS* Senior Financial Advisor Brad Bryan, CFP®, & Dean Mioli, CFP®, CPA, for a complimentary, no-obligation Year-End Tax Planning Seminar Thursday, October 3 at our Phoenixville branch.
Homebuying Seminar October 10, 2024
Thinking of buying a new home? Join us for a free seminar on Thursday, October 10 to learn the ins and outs of buying a home in today's challenging market.
Year-End Tax Planning Seminar - October 15, 2024
Join CFS* Senior Financial Advisor Sage Bleakney & Dean Mioli, CFP®, CPA, for a complimentary, no-obligation Year-End Tax Planning Seminar Tuesday, October 15 at our Lansdale Branch.
Year-End Tax Planning Seminar - October 16, 2024
Join Citadel Wealth Advisor, Clinton Smedley, CFP®, CPWA®, CLU®, for a complimentary, no-obligation Year-End Tax Planning Seminar Wednesday, October 16 at our Citadel Corporate Headquarters.
Year-End Tax Planning Seminar - October 17, 2024
Join CFS* Senior Financial Chris Scott, CFP®, & Dean Mioli, CFP®, CPA, for a complimentary, no-obligation Year-End Tax Planning Seminar Thursday, October 17 at our Glen Mills branch.
Homebuying Seminar - October 22, 2024
Thinking of buying a new home? Join us for a free seminar on Tuesday, October 22 to learn the ins and outs of buying a home in today's challenging market.
