Calendar
2025
January
January 10: Tax Cuts & Jobs Act 2.0 Virtual Event
12:00 PM ET
Special Guest Alev Cieslinski, Great Valley Tax & Financial Services
February/March
February 5 - March 5: Playing Big Transformative 5-Week Masterclass
4:00 PM ET
Facilitated by Jennifer Warfield, Lightbulb Moments, LLC
March
March 13: Chapter Anniversary Celebration
5:30 PM ET
Sponsored by Prudential
Hosted by 1847Financial, Lancaster, PA
April
April 17: Mediation & Divorce Planning Virtual Event
12:00 PM ET
May
May 15: Make Your Events Work with Event Advisors
Special Guests Elyse Stoner & Angela York, Event Advisors
June
June 5: Quarterly Coffee Break & Virtual Networking Event
12:00 PM ET
Do some networking and get your next coffee on us!
July
July 17: Star Spangled Summer Party
5:00 PM ET
Hosted by Carol Brian, 1847Financial
August
August 14: AI: Staying in charge Understanding AI’s Implications
for Wealth Managers
12 PM ET
Presented by Christina Cuffari, VP Sales Technology, Prudential
September
September 4: Vision Board Workshop
4:00 - 6:00 PM ET
Presented by Carissa Miller, CFS, Regional VP, Nationwide
October
October 17: Quarterly Coffee Break
9:00 AM
Practice Succession Planning Discussion
October 20-22: WIFS National Conference
Omaha, NE
Chapter Dinner
November
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November 12: Friendsgiving Celebration
5:00 PM ET
Hosted by Jennifer Warfield, Lightbulb Moments, LLC S
December
December 11: Chapter Holiday Celebration
5:00 PM ETS
