Client Resources

Lunch and Learn Seminar Series

All seminars will be held on the second Wednesday of the month at the office starting at noon (unless noted). This series is open to friends and family of current clients and seating is limited to the first 25 who register so please don’t forget to register early. Speakers and topics are subject to change.

October 9th “Aging in Place” According to AARP 90% of Boomers want to Age in place. What are your options here in Central Pennsylvania?

November 6th Dillion Crist – Regional Vice President PAC “A Preferred Stock & Warrant offering designed to potentially provide investors with preservation of capital, steady income and growth. “ Capital Preservation, Growth & Income

RSVP 2 weeks before to:

290 W Hamilton Ave | State College, Pa 16801

Call 814-777-4847 or email Craig Moore

Past Events

Can you believe it?
Happy Valley Financial Services is turning 1 already!!

As a THANK YOU to everyone who has made this first year such a success I am having an after-hours celebration on June 26th at 5 PM at the office. Click here for more details.

April 10th Joseph Wolen – MBA Regiona l Vice President of Athene “Is your retirement nest egg protected from downside market risk?” Are you looking for a way to guarantee your investments against market losses?

Guarantees are backed by the claims paying ability of the issuing insurer. An annuity is a long-term financial product designed largely for asset accumulation and retirement needs. Withdrawals and death benefits are subject to income tax. If withdrawals and other distributions are received prior to age 59 ½, a 10% penalty may apply. Certain Annuity product features, offered by some Fixed Annuity companies, such as stepped-up death benefit, a bonus credit and a guaranteed minimum income benefit, carry added fees.

May 8th Michael Norton – CFS Managing Director at Pacer Financial “What is trend following?” Are you looking to participate in the market when its trending up and pare back when it is trending down?

June 5th Jeni Middaugh – Vice President Inland Securities Corporation Rising “Rates and Inflation: Real Estate Investments Can Navigate the Headwind to Generate Income Potential”

July 10th Jason Stupak – Senior Regional Marketing Director, Lincoln Financial Distributors Planning for tomorrow starts today” How does your life savings become income in retirement?

August 7th Steve Donohue – Regional Vice President Prudential Annuities “What is the retirement redzone?” Are you in the final 10 years before retirement? Or are you in the first 10 years of retirement?

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