Educational Workshops & Seminars
New Legacy Financial regularly hosts educational workshops designed to help individuals approaching retirement better understand important financial decisions.
These sessions cover topics such as Social Security, retirement income strategies, taxes in retirement, and healthcare planning.
Browse our upcoming events below and reserve a seat if you’d like to attend.
Upcoming Classes, Workshops & Seminars
March 18
Educational Class: Estate Planning - Wills & Living Trusts
6:00 pm | Derry Township Community Center
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April 7
Educational Class: Essential Tax Strategies for Retirement
6:00 pm | The Simpson Library Learning and Book Sale Center
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April 9
Educational Class: Essential Tax Strategies for Retirement
6:00 pm | The Simpson Library Learning and Book Sale Center
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April 14
Educational Class: Estate Planning - Wills & Living Trusts
6:00 pm | Lebanon Valley College
Registration Coming Soon (Call 717-707-7750)​
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April 16
Educational Class: Estate Planning - Wills & Living Trusts
6:00 pm | Lebanon Valley College
Registration Coming Soon (Call 717-707-7750)
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