NOVEMBER

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"Estate Planning: Begin with a Will" ~ November 20th, 12:00pm, EST

Exclusive webinar for Temple University Faculty and Staff

 An informative session that discusses:

• Why an estate plan is a strategy for how your assets will be transferred after death.

• How a Will is the cornerstone of your estate plan and is created so that state law does not determine how your estate is divided.

• The essential components of a Will as well as Trusts, Gifting, and Life Insurance – additional estate planning tools and strategies used to help distribute your assets in the most efficient manner.

All attendees will receive a “Will Checklist” – a great resource to put next steps into action.

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"Charitable Giving Strategies" ~ Webinar on November 19th, 6:00pm, EST

Hosted by Creative Financial Group with guest speaker Al Kingan, JD, LLM, CLU®, ChFC®, MassMutual 

Click here for >> Description and Registration

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Temple University Financial, Health & Wellness Fair ~ November 18th, 12:00pm - 2:00pm EST

Hosted by Temple's HR-Benefits Department, the purpose of this fair is to increase Financial and Wellbeing awareness and provide educational information that may assist employees with their short and long-term personal goals. The fair is open to all employees from all campuses. 

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"Retirement Risks: Planning for Retirement" ~ November 13th, 6:30pm

Middletown Township, 3 Municipal Way, Langhorne, PA 

Click here for >> Description and Registration

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OCTOBER 

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"Business Owners: Year End Tax Planning" ~ Webinar on October 29th, 9:00am, EST

Hosted by Creative Financial Group with guest speaker Al Kingan, JD, LLM, CLU®, ChFC®, MassMutual 

Click here for >> Description and Registration

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​"Creating a Budget" - October 23rd, 12:00pm, EST

Exclusive in-person session for The Lavazza Group, NYC

​This session explains the information needed to create a budget and provides guidance on allocating dollars among living, wants, and debt expenditures. Income, expenses, savings, and life priorities are highlighted. Tips are offered to help keep a budget on track and up-to-date. 

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"Planning for Retirement": October 9th, 6:30pm

Middletown Township, 3 Municipal Way, Langhorne, PA 

Click here for >> Description and Registration

 

"Year End Tax Planning" ~ Webinar on October 1st, 5:00pm, EST

Hosted by Creative Financial Group with guest speaker Al Kingan, JD, LLM, CLU®, ChFC®, MassMutual 

Click here for >> Description and Registration

 

SEPTEMBER

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"Estate Planning: Begin with a Will":  September 17th, 6:30pm

Middletown Township, 3 Municipal Way, Langhorne, PA 

Click here for >> Description and Registration​

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AUGUST

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"Navigating Medicare: How to Make It Work for You" - Webinar on August 26, 12:00pm, EST

Hosted by Lisa Burns of Her Path with Dana Matkovic, Independent Health Agent, Guiding Light Insurance

This seminar is designed for seniors aging into Medicare or transitioning from work insurance to Medicare. Open to everyone, including those already enrolled in Medicare. Join us to learn how to navigate Medicare and make it work for you! ​ >> Description and Registration

Click here for >> REPLAY

Click here for >> SLIDE DECK
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​"Financial Goal Setting" - August 13, 12:00pm, EST

Exclusive in-person session for the Philadelphia Corporation for Aging

​This session helps individuals set financial goals for income, savings, retirement, and debt and offers tips on how to reach them. Gives enough knowledge and confidence to establish two short-term (income & savings) and two long-term (retirement & debt) financial goals.

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JULY

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"Financial Goal Setting" - July 23, 3:00pm, EST

Exclusive webinar for Sandberg Phoenix

​This session helps individuals set financial goals for income, savings, retirement, and debt and offers tips on how to reach them. Gives enough knowledge and confidence to establish two short-term (income & savings) and two long-term (retirement & debt) financial goals.

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"Financial Wellness Workshop: The Social Side of Retirment" ~ Webinar on July 16, 6:00pm, EST

Hosted by Creative Financial Group with David Freitag, CLU®, ChFC®, CRPC, MassMutual

Click here for >> Description and Registration

 

JUNE​

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"Financial Wellness Workshop: Investments" ~ Webinar on June 18, 6:00pm, EST

Hosted by Creative Financial Group with Vince Tagliafferi, CFP, Chief Investment Officer

Click here for >> Description and Registration

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"Trust & Will: Estate Planning 101" ~ Webinar on June 5, 3:00pm, EST

Hosted by Trust & Will with Craig Parker, Estate Planning Attorney

Get clear on the basics of estate planning and learn how to take the first step in creating a plan with confidence. Click here for >> REPLAY

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PA Department of Labor & Industry: Office of Vocational Rehabilitation

June 4, 10:00am - 12:00pm, EST

INCLUSIVE ABILITY & OPPORTUNITY CAREER FAIR at Montgomery County Community College

June 4, 2025 Time 10:00 AM - 2:00 PM

Hosted by The Norristown District Office of Vocational Rehabilitation (OVR), this career fair is an excellent chance to connect with qualified job seekers across industries in one place. 

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"Financial Wellness Workshop: Asset Allocation" ~ Webinar on June 3, 12:00pm, EST

With James F. Burns, Jr., Financial Advisor, Creative Financial Group

​Click here for >> Description and Registration

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MAY

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"The Invisible Weight: Why Women Feel Stuck and How to Move Forward" 

Webinar on May 28, 12:00pm, EST

Hosted by Lisa White Burns of Her Path with Kim Wilson, Licensed Clinical Social Worker

"The Invisible Weight: Why Women Feel Stuck and How to Move Forward" (slides)

"Extra Resources to Move You Forward"

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"Estate and Business Planning- What You Really Need To Know" ~ Webinar on May 21, 9:00am, EST

Hosted by Creative Financial Group with Kathryn Wakefield, JD, CLU® Director, Mass Mutual

Click here for >> Description and Registration

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Upper Dublin High School: Financial Reality Fair ~ May 20, 8:00am, EST

The Fair provides a practical exercise in personal finance management aimed at helping students understand the art of budgeting. Students experience what life would be like having a career and managing their own finances. Sponsored by TruMark Financial Credit Union.

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"Sources of Retirement" - May 15, 10:00am, EST

Exclusive webinar for Temple University Faculty and Staff

​This session outlines common sources of retirement income including 401(k)s, IRAs (Traditional & Roth), Social Security, Annuities, and other secondary sources of income. We will also discuss the importance of aligning types of income and expected expenses (4-Box Strategy). Permanent life insurance cash value for supplemental retirement income is also highlighted.

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"Retirement Risks" - May 15, 11:00am, EST

Exclusive webinar for Temple University Faculty and Staff

This session provides an overview of five retirement risks that many retirees may face: 1) Longevity 2) Inflation 3) Rate of Withdrawal 4) Asset Allocation and 5) Health care. A discussion of what each risk is, what it may affect, and ideas to help overcome each are offered. Interrelation of different risks is highlighted.​​​​​​​​​​​​

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APRIL

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"Create Your Elevator Pitch" with Diana Ahl, The WIT Network, Philly Chapter ~ April 8, 6:00pm, EST

16 Campus Boulevard, Newtown Square, PA 19073

Click here for >> Description and Registration

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"Financial Goal Setting" 

Exclusive webinar for Temple University Faculty and Staff

 April 10, 12:00pm, EST

An informative session designed to help set financial goals for: Income, Savings, Retirement, and Debt.

Using a simple formulation (5-10-15-20), we’ll provide specific, achievable and challenging financial goals that you can make your own - including tips on reaching those goals as well.

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"The Five Estate Planning Documents You Should Know About" ~ Webinar on April 16, 6:00pm, EST

Hosted by Creative Financial Group with Michele B. Collins, JD, Director-Advanced Sales, Mass Mutual

Click here for >> Description and Registration

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Temple University Panel Discussion: Strategies for Personal Financial Growth

April 22, 3:00pm, EST

In celebration of Financial Literacy Month, this panel discussion will provide Temple University students the opportunity to hear from the following guests and learn more about their financial experiences and journeys. 

• Lisa Burns, Financial Wellness Advocate and Founder of Her Path, LLC

• Tynecia Wilson, Founder of the Healthy Wealthy Friend

• Kobina Amissah, Entrepreneur and Content Creator

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"Social Security: What You Need to Know" ~ Webinar on April 24, 12:00pm, EST

Hosted by Her Path, LLC with Jessica Silvent, Public Affairs Specialist, Social Security Administration

Click here for >> Description and Registration

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Souderton Area High School: Spring Job Fair ~ April 11, 8:00am, EST

Part of the Pathway 360° Program - an opportunity for students to get exposure to numerous job and career options post high school and have the conversation about what that may look like for them.

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MARCH

 

"Estate Planning: Begin with a Will":  March 13th, 6:30pm

Middletown Township, 3 Municipal Way, Langhorne, PA 

Click here for >> Description and Registration

 

"Understanding Social Security":  March 27th, 4:30pm

With Jessica Silvent, Public Affairs Specialist with the Social Security Administration

Middletown Township, 3 Municipal Way, Langhorne, PA 

​Click here for >> Description and Registration

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FEBRUARY

 

"Planning for Retirement":  February 13th, 6:30pm

Middletown Township, 3 Municipal Way, Langhorne, PA 

Click here for >> Description and Registration

 

"Common Money Mistakes":  February 20th, at 6:30pm

Middletown Township, 3 Municipal Way, Langhorne, PA 

Click here for >> Description and Registration

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"Women & Estate Planning: Begin with a Will" ~ Webinar on February 26th, 2:00pm

Click here for >> Description and Registration

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JANUARY​

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"Estate Planning: Begin with a Will":  January 16th, 6:30pm

Middletown Township, 3 Municipal Way, Langhorne, PA 

Click here for >> Description and Registration

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"Financial Goal Setting":  January 23rd, 12:00pm

Exclusive webinar for Compucom

An informative session designed to help set financial goals for: Income, Savings, Retirement, and Debt.

Using a simple formulation (5-10-15-20), we’ll provide specific, achievable and challenging financial goals that you can make your own - including tips on reaching those goals as well.

Financial Goal Setting

Four Financial Goals to Set Right Now

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"Understanding Social Security":  January 30th, 4:30pm

With Jessica Silvent, Public Affairs Specialist with the Social Security Administration

Middletown Township, 3 Municipal Way, Langhorne, PA 

Click here for >> Description and Registration

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