Events
Keep an eye out for our monthly educational webinars and events!
| January | Avoid the horrors of identity theft |
| February | Must know tax tips for retirement accounts, tax withholding, Roth conversions, cap gains and more |
| March | Powerful strategies to protect your assets |
| April | The pros, cons, and pitfalls of retirement plan rollovers and pension elections |
| May | Get strategic with Social Security planning |
| June | When 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 |
| September | Have you done legacy planning? What you need to know including info on estate taxation, wills, beneficiary planning, and more |
| October | Choosing Medicare supplemental insurance? Get your answers here and make sure that you are in the best plan |
| November | Starting a business? Own a business? Get tips on starting out right and keeping it right |
| December | It's not too late to save money on taxes. Tax tips for the year end. |
Upcoming Events
October 18, 2023
8:00a - 10:00a
Bala Financial
4th Annual Donut Dash
Join our Bala Financial office for our 4th Annual Donut Dash! What goes better together than donuts among friends? Register now at www.balaplanningteam.com
November 19, 2023
12:00p - 1:15p
TBD
Past Events
December 14, 2022
6:00p - 7:00p
Webinar
December 7, 2022
6:00p - 7:00p
Webinar
November 30, 2022
6:00p - 7:00p
Webinar
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