Events

DAYTIME Webinar at 12 NOON! Zoom Webinar hosted by Dynasty Advisors LLC presented by: William G. James, CFP®, CLU, ChFC, AIF® Spend your midday hour with a discussion regarding the economic overview for the first quarter 2024. Click on the event title on the left to see more information.

Join us by registering for our informative webinar discussing Social Security Benefits... 2024 Social Security: Preparing for Retirement Presented by Conner Edgcomb Senior Strategist and Business Development Consultant at MFS Fund Distributors Inc. Hosted by Dynasty Advisors LLC

‘TIS THE SEASON! Come celebrate the Holiday Season with us! Our PA Team at Dynasty Advisors' is happy to announce that we are hosting our "Holiday Client Appreciation Celebration" this year at the Victory Brewing Company in Downingtown, PA. Bring your family and come enjoy food, signature beers, music, and a Special Visit from Santa!  Click on the event title on the left to see more information.

Dynasty Advisors wants to share the 2023 Holiday Lights Meander through the Fonthill Castle with you! Click on the event title on the left to see more information.

Join the Dynasty Team and Guest Speaker: Judith D. Grimaldi, Esq We hope you take advantage of this enlightening webinar, and kindly forward our invite to those who can benefit by this topic. KEY CONVERSATIONS • Time to Start your Plan • Why age 55? • Planning Statistics • Have Americans done ADVANCE PLANNING? • The Dangers Ahead • Why Do People Fail to Plan • Simplifying the Planning • PLUS MUCH MUCH MORE! Dynasty Advisors hopes you take advantage of our resources and join us while having her as a guest speaker on our "Bright Future" webinar. Click on the event title on the left to see more information about the details of the webinar, and learn more about Judith Grimaldi, Esq.

Bring your "LUCK", appetite and stay tuned, we have something extra in store for you throughout the event this year! Join Dynasty Advisors for a complimentary luncheon buffet on the patio terrace roof, a  premiere outdoor event space with luxury balcony views. Observe the races under a shaded custom built gazebo. This outdoor area features a private bar, tellers, and televisions. And we feed the horses!  Click on the event title on the left to see more information about tickets, parking and Patio Roof Terrace location.

It's Time.... REGISTER NOW! Come and learn basic self-defense strategies and techniques to help you avoid bad situations and get out of them if you couldn't avoid them. This class will be fun but important for anyone who wants to learn to feel safer and confident. Click on the event title on the left to see more information about the details of the class! "We protect ourselves with knowledge"

Join the Dynasty Advisors and Guest Speaker: Lauren Goodwin, Director of Portfolio Strategy, New York Life Investments. Lauren will be joining our panelists for an "Economic Market Update" zoom webinar. Lauren, an Economist and Director of Portfolio Strategy at New York Life Investments, was named a 2020 Business Insider Rising Star of Wall Street. You may see her on CNBC as a spokesperson. Dynasty Advisors hopes you take advantage of our resources and join us while having her as a guest speaker on our "Bright Future" webinar. Click on the event title on the left to see more information about the details of the webinar, and Lauren Goodwin's Bio!

Join the Dynasty Advisors and Guest Speaker: Lauren Goodwin, Director of Portfolio Strategy, New York Life Investments. Lauren will be joining our panelists for an "Economic Market Update" zoom webinar. Lauren, an Economist and Director of Portfolio Strategy at New York Life Investments, was named a 2020 Business Insider Rising Star of Wall Street. You may see her on CNBC as a spokesperson. Dynasty Advisors hopes you take advantage of our resources and join us while having her as a guest speaker on our "Bright Future" webinar. Click on the event title on the left to see more information about the details of the webinar, and Lauren Goodwin's Bio!

REGISTER NOW! Join the Dynasty panelists and Guest Speaker: Jeff Lanza, The #1 FBI Agent Keynote Speaker Simple Safeguards: How to Stay Safe from Cyber Crime and Identity Theft. "A Phenomenal Presentation" Featured on: Bloomberg, CNBC, NPR News, Fox News, CNN. Click on the event title on the left to see more information about the details of the webinar!

‘TIS THE SEASON! Come celebrate the Holiday Season with us! Our PA Team at Dynasty Advisors' is happy to announce that we are hosting our "Holiday Client Appreciation Celebration" this year at the Victory Brewing Company in Downingtown, PA. Bring your family and come enjoy food, signature beers, music, and a Special Visit from Santa!  Click on the event title on the left to see more information.

Join us by registering for our informative webinar discussing Social Security Benefits... 2022 Social Security Reference Guide Presentation Hosted by Dynasty Advisors LLC presented by Trevor D. Garrett Regional Sales Representative MFS Fund Distributors Inc

Dynasty Advisors' Announcement: Medicare Annual Enrollment Is Upon Us. Speak to a Specialist! Join the Dynasty Team and Guest Speaker Kevin Hutnik Director of Group Benefits, Dynasty Advisors LLC. And who is Kevin Hutnik? Kevin Hutnik heads up our Dynasty's group benefits division. With over 15 years of experience, Kevin uses his wealth of knowledge to help business owners navigate the treacherous waters of the group insurance industry. Kevin and his team educate and help individuals with Medicare planning as part of their scope. After talking with our team, you may feel more confident about stepping into your next phase of life without the stress and fear of costs associated with Medicare planning. It all starts with a conversation... And Leads to a Plan.

Dynasty Advisors LLC invites you, your family, and friends to join us at our reserved trackside Clubhouse Patio Terrace Roof for a "DAY at the RACES"! Fun Activities for all! Join us for a complimentary luncheon buffet on the patio terrace roof, a  premiere outdoor event space with luxury balcony views. Observe the races under a shaded custom built gazebo. This outdoor area features a private bar, tellers, and televisions. And we feed the horses!  Click on the event title on the left to see more information about tickets, parking and Patio Roof Terrace location.

Dynasty Advisors would like to invite you, your family, and friends to enjoy the existing exhibit, and the upcoming "Doan Gang Program" Series to welcome their new exhibit starting in May, 2024. We know that you will fall in love exploring the full Mercer Museum located on 84 S Pine Street in the charming downtown Doylestown, PA . Click on the event topic to read more details and reservation information.

Join the Dynasty Team and Guest Speaker Kevin Hutnik Director of Group Benefits, Dynasty Advisors LLC. And who is Kevin Hutnik? Kevin Hutnik heads up our Dynasty's group benefits division. With over 15 years of experience, Kevin uses his wealth of knowledge to help business owners navigate the treacherous waters of the group insurance industry. Kevin and his team educate and help individuals with Medicare planning as part of their scope. After talking with our team, you may feel more confident about stepping into your next phase of life without the stress and fear of costs associated with Medicare planning. It all starts with a conversation... And Leads to a Plan.

Join the Dynasty Team for June's "Bright Future" Webinar: Navigating Volatility, A Compelling Wealth Management conversation with Guest Speaker Michael Guman, CRPC®, CPWA® Senior Advisor Consultant at INVESCO Click on the event topic to read more about our guest speaker and agenda.

Join our Dynasty Team and Guest Speaker Kevin Birkhead, Esq. a partner at Timoney Knox Attorneys at Law for our April's 2022 "Bright Future" Webinar. Kevin will be covering Estate Planning Fundamentals. Everyone needs to plan! This is a very important webinar regarding basic estate planning tools; will, trust, power of attorney, and health Care Directive. Last month we presented "The Family Love Letter" which dealt with gathering pertinent information during difficult times for your family. Copies of this book is available to you. Please contact our office for this book. This month's webinar will cover the tools needed to direct your family of your final wishes. Click on the event topic to read more about our guest speaker and agenda.

Join the Dynasty Team And Guest Speaker Karen R. Drancik, Vice President and Senior Consultant, Neuberger Berman for an informative discussion: The Family Love Letter - A Gift For The Ones You Love: A Sound Financial Future . The Family Love Letter is a roadmap which employs a "storytelling" process to gathering pertinent information. The goal is to help minimize the types of inadvertent mistakes that often occur in times of turmoil. Dealing with the death or the disability of a loved one is stressful enough, but not knowing what to do with the deceased's finances in the aftermath poses an additonal burden on a family. This is a very important webinar to open your mind to hearing and to pave a path for you to deepen your relationship with your entire family. Click on the event topic to read more about our guest speaker and agenda.

Join the Dynasty Team for an informative hour with Anmol Sinha, Senior Vice President and Strategist who will be discussing the 4Q 2021 Economic Outlook. We are pleased to have Anmol join us and give his update from PIMCO's perspective. We hope you can join us too! This is just one of many, and our goal is to educate you on different facets of a portfolio on a monthly basis. Click on the event topic to read more about our guest speaker and agenda. It all starts with a conversation... And Leads to a Plan.

Join the Dynasty Team and Guest Speaker Anu Gaggar, CFA®, FRM® Global Investment Strategist, Commonwealth Financial Network. Who is Anu Gagger? As a global investment strategist, Anu provides strategic and tactical market analysis to Commonwealth’s advisors and clients while also serving as one of the public voices on markets, portfolio strategies and thematic ideas.

Join the Dynasty Team and Guest Speaker Kevin Hutnik Director of Group Benefits, Dynasty Advisors LLC. And who is Kevin Hutnik? Kevin Hutnik heads up our Dynasty's group benefits division. With over 15 years of experience, Kevin uses his wealth of knowledge to help business owners navigate the treacherous waters of the group insurance industry. Kevin and his team educate and help individuals with Medicare planning as part of their scope. After talking with our team, you may feel more confident about stepping into your next phase of life without the stress and fear of costs associated with Medicare planning. It all starts with a conversation... And Leads to a Plan.

Join the Dynasty Team and Meera Pandit, Vice President, Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Team. This discussion will include the Guide to the Markets® presentation with Q&A. We hope you take advantage of this enlightening webinar topic about how alternative investments work. This is just one of many, and our goal is to educate you on different facets of a portfolio. Click on the event topic to read more about our guest speaker and agenda.

You have seen the name or correspondence from Commonwealth Financial Network®, so we thought it would be an enlightening presentation at our upcoming webinar to get a closer look at Commonwealth's values and how they align with ours. Andrew Daniels, Managing Principal, Business Development, and Kol Chu Birke Managing Principal, Technology & Corporate Strategy Commonwealth Financial Network® will be live on July's Bright Future Webinar. Please take this opportunity to hear more about our partnership and friends at CFN. Click on the event topic to read more about our guest speakers and agenda.

We invite you to visit the Mercer Museum and their new summer exhibits now through Labor Day! Dynasty Advisors is a proud co-sponsor and supporter of the Mercer Museum exhibit "Magnificent Measures". We had such a great turnout in 2018 for the Apollo 11 exhibit which we co-sponsored that we want to invite you to this exhibit. Bud James' Doylestown office location has a beautiful view of the Mercer Museum.. Bud loves photographing the museum and has been invited to take photos inside the museum. What a beautiful collection he is building for them. Plan a day with your family, and friends to enjoy the summer exhibits along with exploring the Mercer Museum in this charming town of Doylestown, PA. In support of the exhibit are offering "complimentary" admission tickets for you to reserve and enjoy! Click on the title for details.

Things are warming up with summer around the corner, but don't let that stop you from joining our webinar with Bradford Pineault, CFA, Vice President, Capital Market Strategy, Fidelity Investments! We hope you take advantage of this enlightening webinar topic about how alternative investments work. This is just one of many, and our goal is to educate you on different facets of a portfolio. Click on the event topic to read more about our guest speaker and agenda.

The Blackstone Group! John Donovan III, CFA - Principal, is joining the Dynasty Team to discuss the Blackstone Real Estate Income Trust (BREIT). This discussion will include the background of the Blackstone Group, a brief presentation and Q&A. We hope you take advantage of this enlightening webinar topic about how alternative investments work. This is just one of many, and our goal is to educate you on different facets of a portfolio. Click on the event topic to read more about our guest speaker and agenda.

Back by popular demand! Dynasty Advisors has partnered up with BlackRock, hosting the presentation, "Transforming your Social Security Into A Winning Retirement Strategy". Click on the event topic to read more about our guest speaker and agaenda.

Join us for our "March Madness" Bright Future webinar with Team Dynasty and Guest Player Mark Paris, Chief Investment Officer and Head of Municipal Strategies for Invesco Fixed Income. In his capacity, he is responsible for the oversight and implementation of all municipal bond strategies.  an hour of a Market Update! Click on the event topic to read more!

Join us for our complimentary webinar, 2021 Real Estate Update and Housing Market Update, Hosted by Dynasty Advisors and presented by guest speaker Anthony J. Franzese, ​Licensed Real Estate Broker​​/Owner Residential & Development Specialist​ at Weichert Realtors, The Franzese Group. Click on the event topic to read more!

Hosted by Dynasty Advisors LLC, Financial Advisor Alexander J. Saulon CFP®, CDFA™, AIF will present BlackRock's presentation, "Transforming your Social Security Into A Winning Retirement Strategy". Click on the event topic to read more!

Join us for our complimentary webinar, 2021 Market Know-How, Breaking Out from the Outbreak. Hosted by Dynasty Advisors and presented by guest speaker Wendy Lin, Marketing Strategist, Goldman Sachs Asset Management. Click on the event topic to read more!

Join us for our complimentary webinar, 2020 US Presidential Election - Hosted by Dynasty Advisors and presented by guest speaker James T. Robinson, CIMA®, CAIA, Vice President, Invesco. Click on the event topic to read more!

Take your Lunch Break with us! Register for our complimentary informative webinar discussing Social Security Benefits... Securing today and tomorrow, Hosted by Dynasty Advisors LLC and presented by Jarita Walker, Public Affairs Specialist from the Social Security Administration. Create your personal "my Social Security" account if you haven't done so already prior to our webinar to follow along with presentation and see the advantages of having your account set up Click on the event topic to see more information on how you can get started with creating a secured account and the highlights of the hour!

Join us for our complimentary webinar, 8,000 Days - An entire phase of your life waiting to be invented! Hosted by Dynasty Advisors and presented by guest speaker David Marks, RVP- Advisor Consultant. Hartford Funds. Retirement is often talked about as an end. You might be focused on how to prepare for it, which is critically important. But if you're looking at retirement as the final goal, then you might not be preparing in the best way. Click on the event topic to see the "4 Phases of Retirement", that will be discussed and how MIT Agelab had a hand in the research.

Plan ahead...What you need to know about 529 education savings plans. Join us for our complimentary webinar "Invest in a Brighter Future", 529 Education Savings Plan. Hosted by Dynasty Advisors and presented by guest speaker Matt Leeper, Vice President, Capital Group, American Funds Click on the event topic to read more!

All of us Dynasty Advisors invites you, your family and friends to join us at our reserved track side Club House Patio Terrace Area for a DAY AT THE RACES! Complimentary Luncheon Buffet and fun activities for all. "CLICK" on Event Name for more details and to REGISTER for this event. When registering online or through email, please indicate the number of adults and children with ages that you are bringing. We kindly ask you to register by Tuesday, Wednesday August 5 2020 Any questions contact Linda Barny, 866-284-1314, email [email protected].

Knowledge is Power! Don't miss our complimentary "Bright Future" webinar, Identity Theft, hosted by Dynasty Advisors and presented by guest speaker James T. Robinson, CIMA®, CAIA, Vice President, Invesco. Click on the event topic to read more!

Please join Dynasty Advisors and guest speaker Judith D. Grimaldi, ESQ, CELA, CSW, a partner in the pioneering elder law firm, GRIMALDI & YEUNG LLP, to discuss "The 5 Essential Legal Documents You Need by Age 55". Click on the title for more details of the webinar.

Now's the time parents! Take some notes on how to teach your children the 5 things they need to know about money. Join Dynasty Advisors for our complimentary "Bright Future" webinar presenting "Raising Financially Aware Kids" - Understanding the Value of a Dollar From Toddller to Teen. Dynasty Advisors partnering with American Century, guest speaker Bob Karas, Vice President, Regional Wealth Management Consultant to present this webinar. Click on the title of the webinar to read more.

Join us for our complimentary "Bright Future" webinar presenting "Thriving in the Pondemic and Beyond". Presented by Dr. Joseph Cilea, President and Founder of Advanced Wellness and author of "101 Great Ways to Improve Your Health".

Don't miss the first of our complimentary "Bright Future" webinars presented by Dynasty Advisors LLC.