Upcoming
Legacy Planning Series Session 2: Your Financial Story - Understanding Your Assets and Their Future Impact
Free
Mon, Nov 2, 2026, 1:30 – 3:00 PM EST
Heritage Village - Cooper Center, 139 W. Beil Avenue, Nazareth, PA, USA Map
Your assets tell a story about your life, values, and priorities. This session helps you understand how your financial resources can be structured, how they can be directed, and how thoughtful planning today can support the people and causes you care about tomorrow. Includes practical guidance on investment alignment and long-term planning.
Instructors: Matthew Walker, Chief Investment Officer, & Tyler Olsen, The Philadelphia Trust Company
Contact us
- Liz Brandl
- LI••••B@MOR••••N.COM
- 610-746-1000
Location
Heritage Village - Cooper Center, 139 W. Beil Avenue, Nazareth, PA, USA
Classifications
Age Groups
- All