Upcoming events

Annual Shred Day

EDT

Penn Wealth Planning, 6444 Lower York Road, New Hope, PA 18938

Penn Wealth Planning, a financial advisory practice of Ameriprise Financial Services, LLC.

Penn Wealth Planning is hosting our annual FREE Shred Day!

We are committed to protecting your privacy and providing you with this helpful and convenient FREE service every year. Please feel free to share with family and friends!

As in recent years, we will continue to offer drive-up service – place your shredding in the trunk of your car and a team member will remove it for you.

We also welcome you to stay for a bit and catch up! We will have light snacks available inside our office building, so stop in and say “hello!”

To reserve a spot: call us at 215.862.7080 or email us at info@teampwp.com
RSVP Online

Social Security - Preparing for Retirement

EDT

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Join this event online

Trevor Garrett, Social Security Specialist - MFS Fund Distributors, Inc.

Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

To reserve a spot: call us at 215.862.7080 or email us at amanda@teampwp.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: MFS. These sponsors and representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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