Educational Events


We look forward to you joining us

for our Presentation on Tax Strategies Seminar


Wednesday, October 23rd 

with Roy Kershaw, CPA of Baum, Smith & Clemens, LLP

Presentation begins at 6:30 PM

Courtyard by Marriott | 1737 Sumneytown Pike | Landsdale, PA 19446



There is no charge to attend these seminars and no obligation.

We present these topics as a service to our clients and the local community. Space is limited.

To register for a  seminar, please complete the information below:

Seminar Registration

 We are proud to support the local community in fundraising efforts. 


Annually, we participate in the Toys For Tots Program. In 2017, we collected over 100 new toys which were distributed to local children in need to help everyone have a brighter holiday.


For the second year, Team Financial Voyages participated in the Walk to End Alzheimer’s and have raised over $1,500 to support the Alzheimer’s Association.


We thank you for helping us in these important community endeavors!