Chat with us, powered by LiveChat

That’s why we’ve developed a new educational seminar series to talk to you about the financial world.

We can’t make you an expert in an hour, but hopefully we can share some information with you that you didn’t know before – and knowing is half the battle.

Upcoming Seminars

Check back soon for upcoming sessions!

Seminar Registration

This seminar is meant to provide general information only. It is not intended to provide specific financial, investment, tax, legal, accounting or other advice and should not be acted upon without additional information. It is recommended that participants with specific questions consult a professional advisor who is able to review each client's individual situation.
  • Please provide your email address so that we can send you a registration confirmation. We will never share your personal information with a third party and you can unsubscribe from our promotional emails at any time.

Past Seminars

6 Keys to Financial Empowerment

A financial planning seminar exclusively for women. Learn about the many unique financial challenges women face at various stages of life.
Presenter: Bobbi Ream, CFP® / AVP - Retirement Services Officer

Elder Abuse and Prevention

A seminar with the goal of educating seniors about the threat of fraud to the elder community.
Presenter: Phillip Little, Specialist at the Pennsylvania Office of Attorney General

Preventing Identity Theft

Each year, more than 10 million Americans have their personal information, including name, social security number, bank account, or credit card number stolen. Learn how to protect yourself from Identity Theft!
Presenter: Michelle Gwinn Nutter, Civil Outreach Specialist of the Pennsylvania Office of Attorney General

Retirement Income Planning & Social Security

This seminar focuses on some of the important questions you should ask as you head toward retirement. Examples include, "Should I work during retirement?", "How do I pay for healthcare?", and "What are my sources of retirement income?"
Presenters: Nick Debias, Jr. and Bob Vamos

Financial Literacy Basics

A no-obligation seminar designed to provide basic information about banking and financial planning. This seminar is geared toward helping young people start building a solid financial knowledge foundation.
Presenter: Kerri Mueller, Senior Vice President - Retail Banking