Wednesday’s Lunch and Learn, Take Charge of Your Financial Future went very well. This event was not a large one but it proved you don’t need big numbers to deliver a quality program and engage a bright group of ladies. We received very good feedback about our speaker and the room set-up was just right.

You can expect more “Lunch and Learns” around the Northeast, stay tuned.

Thank you to Pete Costanzo (Sr. V.P. of Wealth Management) and Laura Pontz (Registered Private Client Associate) from Janney Montgomery Scott LLC for leading this valuable discussion.