We love getting to know our clients and celebrate them outside the office. We’ve gone golfing, attended professional sports games, and hosted parties in the park. We’d love to see you at our next event. Check out our upcoming  events below and if you see something you’re interested in, email Anne Marie Capaldi at or or call her at 215.875.8666.



Recent Events


Golf Event

Union Game 2016

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Professional Planning Associates are separate entities from LPL Financial.