Learn how to craft your legacy through your philanthropic efforts. Explore how intentional giving can reflect your deepest values, amplify your impact, and shape the story you leave behind. Through guided reflection, real-world examples, and practical planning tools, you’ll define what legacy means to you, identify causes that align with your purpose, and build a personalized philanthropic strategy that turns generosity into lasting change. Christopher Glover,

Discover why everyone should have a will. Who are fiduciaries and what do they do? Get an overview of estate administration, including state inheritance tax, taxable assets vs. probate assets, and federal estate and gift taxes. Recent changes to the law are explained.

Tailored for proactive individuals, you will be empowered to master essential tools to address extended care costs and preserve wealth through informed decision-making. Explore current trends in long-term care (LTC) planning, including traditional and hybrid LTC solutions, annuities with LTC riders, and life insurance with LTC benefits. Gain insight into evolving state tax legislation, caregiver impacts, and how to strategically protect your assets while planning for future care needs. Christopher Glover,

Learn about Financial Powers of Attorney, Healthcare Powers of Attorney and Advance Medical Directives/Living Wills. Prepare your own living will in compliance with Pennsylvania law. Also covered: the consequences of not having these documents in place and who should retain them for you after they are signed.

Don’t Drift Into Your Next Chapter. Design It. Transition from uncertainty to a clear, intentional life design—so this stage feels energizing and meaningful! We explore your ideal lifestyle, including health & well-being, fun & enjoyment, and social relationships.

More people than ever are looking to take greater control of their future, and business ownership is at the top of the list. Whether you're considering a career shift, looking to supplement your income, or just exploring what's possible, we'll walk through the essentials of launching a business or franchise in today's economy, how to weigh the risks honestly, and what a realistic road to ownership actually looks like. Dan includes his book as part of the tuition package. Dan Citrenbaum,

Are you a woman nearing or newly in retirement? Venture with us as we navigate challenging experiences like longer life expectancy and managing wealth solo due to widowhood, divorce, or staying single. Learn how to assess retirement readiness, create a sustainable income plan, and align finances with your values! Topics include tax-efficient withdrawals, investing in retirement, Social Security, Medicare, and estate planning. Leave with tools and confidence to make informed decisions for your next chapter!

Discover strategies to protect your assets, leave a legacy, and reduce your taxes. This class is for existing real estate owners seeking to elevate their planning. It is not recommended for beginners. Real life case studies and interactive classroom discussions will help you achieve your goals. A book will be provided and used as a resource. Jon Bock,