Educational Events

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


Tuesday, September 18th

“Compelling Wealth Management Conversations”

hosted by Dan Melville of Financial Voyages

Dinner begins at 6:00 PM, presentation begins at 6:30 PM

Mainland Grille | 2550 Rittenhouse Road | Harleysville, PA 19438


Monday, October 8th

“How Gratitude Will Improve Your Life”

Presented by Russ Terry

Dinner begins at 6:00 PM, presentation begins at 6:30 PM

 at the Courtyard Marriott in Kulpsville, PA  | 1699 Sumneytown Pike | Lansdale, PA | 19446


Wednesday, November 7th

“Tax Reform and Effective Tax Strategies”

hosted by Scott Trout with Trout, James & Associates, PC

 Buffet Dinner at 6:00 PM, presentation to begin at 6:30

The Rising Sun Inn – Liberty Bell Room | 898 Allentown Rd | Telford, PA 18969

RSVP required


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!