Personal Finance Workshops

Free Financial Workshop Series

Tuesday, April 3, 2017  –  5:30-7:30 PM

Financial & Estate Planning

This workshop offers practical advice and will address financial and estate planning needs.  Presenters include Elizabeth Faunce, ’90, Ph.D., associate professor of Business at Immaculata and certified financial planner, and Francis C. Ortner, Jr., Esq., OneSource Retirement Advisors.  Please RSVP by Thursday, March 30 for this event.

Wednesday, June 7, 2017  –  5:30-7:30 PM

Gifts for a Lifetime

Matt Novak, CFA, and Randy Nyce from Everence Financial Advisors will discuss the value of charitable gift annuities and charitable remainder trusts, and how you could receive annuity payments for life.  Please RSVP by May 31, 2017 for this event.

Both workshops occur at the White Horse Tavern and Wine Bar, in the Sheraton Great Valley Hotel in Frazer from 5:30 to 7:30 p.m. Dinner and refreshments will be provided.  Space is limited.

For more information, contact Madeline Christenson at