Events
Upcoming Events
October 19, 2026
6:00p - 7:30p
The Stacks
Estate & Tax Planning Encore
You will learn the following topics, in easy to understand terms: • The advantages and disadvantages of Wills and Living Trusts • How Powers of Attorney work and don’t work • How probate works and why you may want to avoid it • Why putting property in your children’s names may be a mistake • Protecting your home from being swallowed up by nursing home care • Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts • Best practices for naming retirement accounts and life insurance beneficiaries • Tools and strategies available to help pay the cost of long-term care
Past Events
May 22, 2026
10:35a - 11:35a
https://us06web.zoom.us/j/85467863773?pwd=pl4pBBTGzDaHusWiwkDpgx4wBnFDMv.1
A COMPLETE LOOK 5/25: 4 Biggest Concerns Retirees Face
This is a weekly 30 minute educational webinar where we will learn about how longevity risk can amplify the need for additional planning. This will be followed by a question and answer session where you can discuss your individual experiences and concerns.
The presenter is in no way employed by, affiliated with, or endorsed by the IRS, the Social Security Administration or any other government agency. This presentation is not intended and should not be construed as tax advice. Please consult with an Enrolled Agent, CPA, or attorney before implementing any of the strategies discussed herein.
All examples are hypothetical and for illustrative purposes only. Actual results will vary. No part of this presentation is intended to make an offer of sale or purchase of any specific security or insurance product.
Registered Representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com.
COMPLETE FINANCIAL DESIGN is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
May 18, 2026
7:00p - 8:00p
https://us06web.zoom.us/j/85467863773?pwd=pl4pBBTGzDaHusWiwkDpgx4wBnFDMv.1
A COMPLETE LOOK: 4 Biggest Concerns Retirees Face
This is a weekly 30 minute educational webinar where we will learn about how longevity risk can amplify the need for additional planning. This will be followed by a question and answer session where you can discuss your individual experiences and concerns.
The presenter is in no way employed by, affiliated with, or endorsed by the IRS, the Social Security Administration or any other government agency. This presentation is not intended and should not be construed as tax advice. Please consult with an Enrolled Agent, CPA, or attorney before implementing any of the strategies discussed herein.
All examples are hypothetical and for illustrative purposes only. Actual results will vary. No part of this presentation is intended to make an offer of sale or purchase of any specific security or insurance product.
Registered Representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com.
COMPLETE FINANCIAL DESIGN is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
February 17, 2026
6:00p - 7:30p
Wissahickon Valley Public Library
February 10, 2026
6:00p - 7:30p
The Stacks Basement Event Room