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March 2018
Lunch & Learn
Every month we will be hosting a Lunch & Learn for our clients and their guests. Come in and learn about various current topics while enjoying some delicious food. This month we will be discussing, “How To Use Lockbox.” Come in and enjoy some lunch while we go over what exactly how to effectively use Lockbox to keep track of all your accounts. To Register Call Stephanie at 610-719-3003 or email us at info@oldsecuritygroup.com
Find out more »April 2018
Canvas Painting Event (Clients Only)
Join us for an exciting night of painting! We will have a representative form Busy Bees Pottery and Art Studio coming out to lead the way. Above is the picture we will be painting. It doesn't look to hard, right?! Bring a friend with you to join the fun! RSVP by April 6th Seating is very limited and is booked on a first come first serve basis. To RSVP email us at info@oldsecuritygroup.com or call us 610-719-3003
Find out more »FREE TRUMP TAX CODE WORKSHOP (Open to the public)
FREE Workshop New Trump Tax Code Opens The Window To Potentially Saving Thousand On Your IRA's Important topics we’ll discuss: • 3 ways you can use the new tax code to move money into taxfree accounts at reduced rates. • Hidden pitfalls that most advisors will completely miss due to not understanding the new tax law. • What assets you should hold in what accounts to make the most of your hard-earned retirement savings. • The #1 Mistake most Americans…
Find out more »FREE TRUMP TAX CODE WORKSHOP (Open to the Public)
FREE Workshop New Trump Tax Code Opens The Window To Potentially Saving Thousand On Your IRA's Important topics we’ll discuss: • 3 ways you can use the new tax code to move money into taxfree accounts at reduced rates. • Hidden pitfalls that most advisors will completely miss due to not understanding the new tax law. • What assets you should hold in what accounts to make the most of your hard-earned retirement savings. • The #1 Mistake most Americans…
Find out more »May 2018
FREE- Social Security Workshop (Open to the Public)
Making the best decision about when to apply for Social Security is a very complex decision and making the right decision can make a very substantial difference in your income and standard of living in retirement. Learn how one uninformed decision could potentially impact your retirement income by tens of thousands of dollars! Where: Easttown Library 720 First Ave, Berwyn, PA 19312 To RSVP call Stephanie at 610-719-3003 or email us at info@oldsecuritygroup.com
Find out more »Shredding Event
Wiggins Shredding will be at our PA office When: Saturday, May 12th from 9am-12pm Where: 1055 Andrew Drive Suite D, West Chester, PA 19380 We will have a truck on site to shred any documents you need shredded. Come in the office for some pastries and coffee. Don't forget to bring your friends and family with! *If you cant make it May 12th you are more than welcome to drop your papers off before and we can take it to…
Find out more »Lunch & Learn
You and your friends are invited! Every month we will be hosting a Lunch & Learn for our clients and their guests. Come in and learn about various current topics while enjoying some delicious food. This month we will be discussing, "How to Manage Expectations." Come in and enjoy some lunch while we go over how to establish clear, appropriate investing expectations. When: Wednesday, May 23rd, from 12pm-1pm Where: OSG's PA Office @ 1055 Andrew Dr. Suite D. West Chester, PA 19380 RSVP by…
Find out more »June 2018
FREE-Social Security Workshop
Making the best decision about when to apply for Social Security is a very complex decision and making the right decision can make a very substantial difference in your income and standard of living in retirement. Learn how one uninformed decision could potentially impact your retirement income by tens of thousands of dollars! RSVP Now! Where: West Chester University Graduate Center Rm 205 1160 McDermott Dr, West Chester PA 19380 …
Find out more »FREE- Social Security Workshop
Making the best decision about when to apply for Social Security is a very complex decision and making the right decision can make a very substantial difference in your income and standard of living in retirement. Learn how one uninformed decision could potentially impact your retirement income by tens of thousands of dollars! RSVP Now! Where: West Chester University Graduate Center Rm 205 1160 McDermott Dr, West Chester PA 19380 Registration is required, RSVP above or call Stephanie at 610-719-3003
Find out more »FREE- Gearing Up For The Next Crash Coaching Event
You and your Friends are Invited! Is the volatile market making your head spin? Talk of record highs and lows making you wonder what should I be doing if the market takes a dive. Do you have a well tested investment philosophy to whether the storm? Find out what you need to be doing right now to stay on the long-term path and prepare for what the future may bring. We are holding a "Gearing Up For The Next Crash Workshop" to answer…
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