Educational Events

We look forward to you joining us for our Spring Seminar Series


March 28, 2018

Mainland Grille     2250 Rittenhouse Road     Harleysville, PA

6:00 pm Registration and Buffet Dinner   6:30 pm Presentation

“Cybersecurity in a Digital and Interconnected World”

Presenter: Eileen Ward, Regional Director, Goldman Sachs


April 24, 2018 

Giuseppe’s Pizza & Ristorante     3509 Skippack Pike     Skippack, PA

6:00 pm Registration and Buffet Dinner   6:30 pm Presentation

“Social Security in Nine Questions”

Presenter: Tim Gordon, Regional Vice President, Invesco


May 15, 2018

Spring House Tavern     1032 Bethlehem Pike     Spring House, PA

6:00 pm Registration and Sit Down Dinner   6:30 pm Presentation

“Preparing for Healthcare in Retirement”

Presenter: Chris Buteau, Regional Director, Fidelity Investments

There is no charge to attend these seminars and no obligation.

We present these topics as a service to our clients and the local community. Space is limited.

To register for a  seminar, please complete the information below:

Seminar Registration

 We are proud to support the local community in fundraising efforts. 


Annually, we participate in the Toys For Tots Program. In 2017, we collected over 100 new toys which were distributed to local children in need to help everyone have a brighter holiday.


For the second year, Team Financial Voyages participated in the Walk to End Alzheimer’s and have raised over $1,500 to support the Alzheimer’s Association.


We thank you for helping us in these important community endeavors!