Broker Check


Upcoming Events

2021 Mid-Year Outlook

August 12, 2021 4:00p - 5:00p Eastern Standard Time

Virtual - Zoom

We believe this bull market still has plenty of life left in it. Our team is pleased to welcome back Ryan Detrick, Senior Vice President and Chief Market Strategist from LPL Financial Research for our virtual Mid-Year Market Outlook event. Ryan will be sharing his insights on the economy, fiscal policy and investments.


Ways to Boost Your Immunity in Today’s World

September 9, 2021 4:00p - 5:00p Eastern Standard Time

Virtual - Zoom

Back by popular demand! Come hear Dr. Kranski's inspirational story of how he beat the odds with cancer by changing his nutrition and dietary habits. Dr. Kranski serves as a leader in natural health and food coaching.


Back to The Office Party! Live In-Person Jazz!

September 22, 2021 6:00p - 8:00p Eastern Standard Time

Covenant Wealth Strategies - The Stone Barn

As many offices across the country welcome back their employees and schools welcome back their students, we are very excited to welcome back our clients to the office! We are thrilled to have legendary jazz musician, Wayne James perform for us! You may have seen Wayne play in the streets of Kennett Square, PA at Portabellas. We hope you can join us for a fun evening filled with great appetizers and entertainment! You won’t want to miss this exciting event!

Past Events

Estate & Legacy Planning

May 20, 2021 4:00p - 5:00p Eastern Standard Time

Virtual - Zoom

Register with the following link: Estate planning can often be a neglected part of financial planning for many individuals and families. It's easy to delay answering uncomfortable questions such as, "what happens to my assets and my loved ones after I am gone?" It is no surprise that roughly half of Americans don't have a will and even fewer have an estate plan. Join us as we welcome Carolina Heinle share more on this topic.

Social Security - Preparing For Retirement

April 22, 2021 4:00p - 5:00p Eastern Standard Time

Virtual - Zoom

Deciding when to retire and begin collecting Social Security is an important and irrevocable decision. Therefore, you want to make an informed and educated choice. Join us as we cover the following:

Getting, Saving and Losing Money for College

March 25, 2021 4:00p - 5:00p Eastern Standard Time

Virtual - Zoom

Join us as we welcome Jonathan Ekeland, Director of Guidance from Wilmington Christian School to learn more about how to prepare for college and avoid common mistakes

2021 Outlook: Powering Forward

January 21, 2021 4:00p - 5:00p Eastern Standard Time


Protect Yourself From Yourself

October 21, 2020 4:00p - 5:00p Eastern Standard Time

Zoom Webinar

Event Registration

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