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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

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April 7

Educational Class: Essential Tax Strategies for Retirement

6:00 pm | The Simpson Library Learning and Book Sale Center

Reserve Your Seat

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April 9

Educational Class: Essential Tax Strategies for Retirement

6:00 pm | The Simpson Library Learning and Book Sale Center

Reserve Your Seat

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April 14

Educational Class: Estate Planning - Wills & Living Trusts

6:00 pm | Lebanon Valley College

Reserve Your Seat​

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April 16

Educational Class: Estate Planning - Wills & Living Trusts

6:00 pm | Lebanon Valley College

Reserve Your Seat

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New Legacy Financial

3 LOCATIONS TO SERVE YOU

 

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MAIN OFFICE 

1099 W. Governor Road

Hummelstown, PA 17036

SATELLITE OFFICE (APPT. ONLY) 

411 S. MAIN ST, STE 607

RED LION, PA 17356

EAST YORK CONFERENCE ROOM (APPT. ONLY)

2575 EASTERN BLVD

EAST YORK, PA 17402

CONTACT US

Phone: (717) 707-7750  |  Email: connect@newlegacyfinancial.org

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and New Legacy Financial, Inc. are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

© 2025 New Legacy Financial. All Rights Reserved.

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