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.


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?


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?


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?


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?


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.


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

Subscribe to our newsletter.

7 + 1 =

Copyright © 2021
Happy Valley Financial Services