Please join us for a Lunch & Learn featuring our Chief Investment Officer, Lee Johnson Jr., who will discuss our model methodology, asset allocation, insights and a brief market commentary. 

The presentation & buffet lunch will take place in the Private Dining Room followed by a 45 minute guided tour of the new America's Founding gallery, celebrating the 250th anniversary of our nation! 

We encourage you to bring a friend, family member or co-worker who would be open to learning more about our services.

Please see Note to the right of this page regarding Parking & RSVP information.

This event has been funded in part by J.P. Morgan and Brighthouse Financial.

Please contact Anne Capaldi with any questions at 215-875-8666 x 109 or email: anne.marie.capaldi@proplanners.org

We hope you can join us for this informative and memorable afternoon of learning, conversation, and celebration!