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Special Needs Planning Workshop

2019-08-08T12:37:32-04:00October 23rd, 2019|Categories: , |

The YMCA of Bucks County Invites You to Attend a workshop on: Special Needs Planning for Your Loved One with a Disability: Government Benefits, Estate Planning & Funding Strategies Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one [...]

Special Needs Planning Workshop

2019-08-08T12:32:18-04:00October 15th, 2019|Categories: , |

The YMCA of Bucks County Invites You to Attend a workshop on: Special Needs Planning for Your Loved One with a Disability: Government Benefits, Estate Planning & Funding Strategies Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one [...]

Special Needs Planning Workshop

2019-08-08T12:51:46-04:00October 2nd, 2019|Categories: , |

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not. ** This is a housing opportunities workshop!

Special Needs Planning Workshop

2019-08-08T12:26:00-04:00September 19th, 2019|Categories: , |

ABA2DAY Invites You to Attend a workshop on: Special Needs Planning for Your Loved One with a Disability: Government Benefits, Estate Planning & Funding Strategies Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the [...]

Myotonic Dystrophy Foundation Annual Conference

2019-08-08T12:45:34-04:00September 14th, 2019|Categories: , |

Breakout Session from 9-10am! Our workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not.

YMCA Announces Partnership with 1847Financial

2019-08-14T13:03:03-04:00August 14th, 2019|Categories: Company News|

(Left to Right) Danielle Cioffi (VP of Operations – Doylestown), Lisa Davis (Managing Director, 1847Financial), Eileen C. McDonnell (Chairman and CEO, The Penn Mutual Life Insurance Company), James J. Meehan, MSM (Managing Partner, 1847Financial), Patrick Bergmaier, CFP®, ChSNC™, RICP® (Special Needs Financial Planner, 1847Financial), Julianne Moore (Regional Director of Ability Program, YMCA of Bucks County), Zane Moore (President/CEO of YMCA of Bucks County), Shannon Connolly (Regional Director of Development, YMCA of Bucks County), a longtime Ability program participant and Angela Jacobsen, (Regional Director of Development, YMCA of Bucks County). YMCA of Bucks County is pleased to acknowledge [...]

Chairman’s Award Celebration

2019-05-10T11:28:57-04:00May 2nd, 2019|Categories: Company News|

Chairman's Award Celebration The National Chairman's Award is one of the highest honors that Penn Mutual bestows upon the Career Agency System's managing partners and managing directors. This awards recognizes field leaders who have demonstrated exceptional all-around performance and leadership in meeting their annual goals. As the winner of the Chairman's Award in 2018, we celebrated our success at The Lucy in downtown Philadelphia.

Special Needs Planning

2019-01-28T16:24:59-04:00April 6th, 2019|Categories: , |

Presented at the Gwynedd Mercy University Autism Institute's Autism Conference Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not. *Must attend conference to attend workshop

Special Needs Planning

2019-01-28T16:20:09-04:00April 3rd, 2019|Categories: , |

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not.

Advisor-Centric Firm Delivers Satisfaction

2019-03-18T13:43:02-04:00March 18th, 2019|Categories: Company News|

Advisor-Centric Firm Delivers Satisfaction An emphasis on a positive company culture and strong client relationships put 1847Financial at the top of its field. When Penn Mutual CEO Eileen McDonnell reached out to former colleague Jim Meehan in 2011 and asked if he’d be interested in taking on the challenge of turning around the company’s worst-performing financial services firm, he said he would—with one caveat. “I wanted to do it my way,” says the now managing partner of Philadelphia’s 1847Financial. “I wanted to pursue a nontraditional and advisor-centric structure in which team members partner together to help [...]

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Main Office

161 Washington Street, Eight Tower Bridge, Suite 700, Conshohocken, PA 19428

Phone: 610.771.0800

Fax: 458 761-9562

Web: 1847financial.com