Events

Keep an eye out for our monthly educational webinars and events!

JanuaryAvoid the horrors of identity theft
FebruaryMust know tax tips for retirement accounts, tax withholding, Roth conversions, cap gains and more
MarchPowerful strategies to protect your assets
AprilThe pros, cons, and pitfalls of retirement plan rollovers and pension elections
May Get strategic with Social Security planning
JuneWhen cash does not cut it - other strategies for better-than-the-bank earnings while remaining conservative
July**Month off, enjoy the summer!**
August Must know information on 529 plans and navigating education credits for powerful tax results
SeptemberHave you done legacy planning? What you need to know including info on estate taxation, wills, beneficiary planning, and more
OctoberChoosing Medicare supplemental insurance? Get your answers here and make sure that you are in the best plan
NovemberStarting a business? Own a business? Get tips on starting out right and keeping it right
DecemberIt's not too late to save money on taxes. Tax tips for the year end. 

Upcoming Events

November 30, 2022

6:00p - 7:00p

Webinar

December 7, 2022

6:00p - 7:00p

Webinar

December 14, 2022

6:00p - 7:00p

Webinar

Past Events

October 26, 2022

8:30a - 10:30a

Bala Financial

3rd Annual Donut Dash

Join our Bala Financial office for our 3rd Annual Donut Dash! What goes better together than donuts among friends? Register now at www.balaplanningteam.com

October 6, 2021

9:00a - 11:00a

Bala Financial Phoenixville Office

2nd Annual Donut Dash

Free donuts for all of our clients! Preregister, then pull up outside and we bring fresh donuts right to your car!

August 31, 2021

6:00p - 7:00p

Online

Education Planning and Funding: Features and benefits of 529 savings plans

Our presenter Brian Guenard has worked with Columbia Threadneedle, a leader in the 529 industry, for 25 years.

July 28, 2021

7:00p - 8:00p

Join us online from anywhere

July 21, 2021

7:00p - 8:00p

Join us online from anywhere

July 14, 2021

7:00p - 8:00p

Join us online from anywhere

March 23, 2021

6:00p - 7:00p

Webinar

December 22, 2020

6:30p - 7:30p

Zoom

December 16, 2020

6:30p - 8:00p

Zoom

October 2, 2020

9:00a - 11:00a

Bala Planning Team

June 29, 2020

12:00p - 1:00p

Join us online from anywhere

Webinar: Market Info from Renowned Portfolio Specialist James F. McCartin

James F. McCartin, CFA, CAIA, Vice President and Senior Portfolio Specialist at Jackson Financial Asset Management gives us his outlook on the economy

Event Registration