Client Resources

Due to the COVID-19 outbreak all events are postponed until further notice”

Past Events

Tuesday, May 19th Noon

Retire On Purpose: Creating the Life you want

Tim Carter Regional Vice President of Jackson Financial will be on hand to discuss how to retire on purpose.

So how do we prepare for a retirement that offers purpose, value and meaning?

Simple – we need a plan for life. And planning will not only help you get a clearer picture of what you actually want your life to be in retirement, it will be a blueprint for your financial plan.

So this next chapter in life will be different for everyone – everyone wants different things in life, everyone’s version of happiness and meaning is different.

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Tuesday April 28th Noon

What is Alternative Credit?

We will be hosting Mark Pillor, Senior Vice President at Griffin Capital to discuss a few strategies that the largest funds use.

Have you ever wondered how endowments and pensions seem to always get great returns? Would you like to find out?

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Thursday March 26th

What is Trend Following?

Michael Norton, Managing Director at Pacer Etf’s will be on hand to discuss how following a trend can help your portfolio.

Are you looking to participate in the market when its trending up and pare back when it is trending down?

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Thursday April 30th Noon

What is Alternative Credit?

Mark Pillor, Senior Vice President Griffin Capital will be on hand to discuss what Alternative credit is and how it should be used in a portfolio.

Have you ever wondered how endowments and pensions seem to always get great returns? Would you like to find out?

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Tuesday March 17th Noon – What is Private Equity? – Brian Weilacher, Regional Vice President at CNL Securities Corp will be on hand to discuss what Private Equity is and how his company offers it to individual investors.

What if You had a Way to Invest in High-Quality, Growing, Private Companies?

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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”


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.


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?


Augus7th 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?


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


​Toys for Tots December 12th 2 PM

Stop in at 2 pm on December 12th to hear Major Gene Weller talk about the toys for tots program and enjoy some refreshments and friendship.

We are accepting toys anytime between now and the date of the event.

Resources

Are you new to comprehensive financial planning? Here: What we do is a guide to how we interact with our clients.

Are you looking for financial advice but aren’t sure you have enough money saved to start investing? Check out our monthly subscription models.

Are you looking for an outline of things to bring along to our first meeting? Check out our financial review checklist.

Banking and Lending services offered through Timberland Federal Credit Union.

Are you new to financial planning? Check out our  Financial  Planning 101 Guide. 

Are you or a loved one worried about what will happen when you are gone? Our Survivor’s Guide will help you put all of your important information in one place.

Are you curious as to what we can help you with? Check out our one page guide  on what we can help you with.

Here is a Tax Quick Reference Guide compliments of Terri Johnson, CPA.

Helpful Videos

Weekly Economic Updates

May 16, 2022

Weekly Market Insights Presented by Craig Moore In a volatile trading week, stocks extended their losses as economic growth and inflation concerns soured investor sentiment. The Dow Jones Industrial Average dropped 2.14%, while the Standard & Poor’s 500 lost...

May 9, 2022

Weekly Market Insights Presented by Craig Moore With the Fed in focus, the markets experienced wide price swings over the course of last week, as technology companies led the market lower. The Dow Jones Industrial Average slipped 0.24%, while the Standard & Poor’s...

May 2, 2022

Weekly Market Insights Presented by Craig Moore On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April. The Dow Jones Industrial Average declined 2.47%, while the Standard & Poor’s 500...

April 25, 2022

Weekly Insights – Presented by Craig Moore Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week. The Dow Jones Industrial Average declined 1.86%, while the Standard & Poor’s 500...

April 18, 2022

Weekly Market Insights Presented by Craig Moore, April 18, 2022 Stocks posted losses in a holiday-shortened trading week as the first-quarter earnings season kicked off and investors digested new inflation data. The Dow Jones Industrial Average declined 0.78%, while...

Monthly Economic Updates

January – 2022

In this month’s recap: Stocks rally as early data suggests the health impact of Omicron was less severe than initially feared. Monthly Economic Update Presented by Craig Moore, January 2022   U.S. Markets Stocks rallied in December as early data suggested that...

December – 2021

In this month’s recap: Reports of a new COVID-19 variant blindsided markets as a wave of late selling erased the month’s earlier gains. Monthly Economic Update Presented by Craig Moore, December 2021 U.S. Markets Reports of a new COVID-19 variant in late November...

November – 2021

In this month’s recap: Stock prices notched solid gains as a strong start to the corporate earnings season fired up investors. Monthly Economic Update Presented by Craig Moore, November 2021 U.S. Markets A strong corporate earnings season renewed investor enthusiasm...

October – 2021

In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. Monthly Economic Update Presented by Craig Moore, October 2021 U.S. Markets The stock market hit a pocket of turbulence in September,...

September -2021

In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans. Monthly Economic Update Presented by Craig Moore, September 2021 U.S. Markets Signs of an improving labor market, strong corporate...

Retirement InSight

January – 2022

Monthly News and Information for Current and Future Retirees Presented by Craig Moore - January 2022 QUOTE OF THE MONTH “We contain all the ages we have ever been.” ANNIE LAMOTT HOW MUCH WILL SAVING AN EXTRA $1K EACH YEAR HELP YOU? Did you ever wonder what might...

December – 2021

Monthly News and Information for Current and Future RetireesPresented by Craig Moore - DECEMBER 2021 QUOTE OF THE MONTH “Often when you think you're at the end of something, you're at the beginning of something else.” FRED ROGERS WHEN YOU ARE WITHIN FIVE YEARS OF...

November – 2021

Monthly News and Information for Current and Future Retirees Presented by Craig Moore - NOVEMBER 2021 QUOTE OF THE MONTH “The possible’s slow fuse is lit by the imagination.” EMILY DICKINSON IF THE SECURE ACT 2.0 BECOMES LAW, WHAT CHANGES? When the Setting Every...

October -2021

Monthly News and Information for Current and Future Retirees Presented by Craig Moore - OCTOBER 2021   QUOTE OF THE MONTH “The great thing about getting older is that you don't lose all the other ages you've been.” MADELEINE L'ENGLE ROBOCALLS, ROBOTEXTS: PROTECT...

September – 2021

Monthly News and Information for Current and Future RetireesPresented by Craig Moore - SEPTEMBER 2021 QUOTE OF THE MONTH “Every laugh line, every scar, is a badge I wear to show I've been present, the inner rings of my personal tree trunk that I display proudly for...

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Happy Valley Financial Services