EVENTS

Upcoming Events

Join us for complimentary educational events designed to help you make informed decisions about your future.

COMPLIMENTARY EDUCATIONAL EVENTS

Knowledge Today.

Stronger Tomorrow.

An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that you protect your family from the nightmare of Probate Court, as well as, the unnecessary expense of hefty legal fees associated with Probate. Come join us at this very special event exclusively for Adults and Retirees. Learn various methods and the Best Practice to protect your family from unnecessary legal fees and wasted time in Probate.

Expert Insights

Learn from experienced professionals

Free to Attend

All events are complimentary

No Pressure

Educational sessions, not sales pitches.

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

610-719-3003

[email protected]

1475 Phoenixville Pike Ste 103, West Chester, PA 19380, USA

1475 Phoenixville Pike ste 103, West Chester, PA 19380, USA

Investment advisory and financial planning services offered through Old Security Group, Inc., a Registered Investment Advisor. Insurance, coaching, and education services offered through Old Security Trust Corp., an affiliated company.

The firm is a registered investment adviser with the state of Pennsylvania, Delaware and Maryland, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Old Security Group and Old Security Trust Corp do not provide tax or legal advice.