Broker Check


September 26, 2018

7:00p - 8:30p

St. Teresa of Calcutta, Guardian Angel Center

Special Needs Financial Planning

When you have a loved one with special needs the need for financial planning intensifies. Register for this class which will be co-taught by Thomas A. Kalejta (Financial Advisor) and Charles Rick (Attorney). Their goal is to equip you with enough information to get started on the special needs planning journey. Questions? Call Jane Leonard at 610-831-2195.


November 13, 2018

6:30p - 8:00p

Perkiomen Valley High School

Special Needs Financial Planning

This workshop will be co-taught by Thomas Kalejta (Financial Advisor) and Charles Rick (Attorney).


December 4, 2018

6:00p - 9:30p

Rivercrest Country Club

Client Appreciation Holiday Celebration

Save the Date: Come celebrate the holidays with us. Entertainment to be announced!

Event Registration

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