Phone: 610-746-7007  Address: 4505 Hanoverville Road, Bethlehem, PA 18020

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February 23, 2019 - Long Term Care Planning Interview with Mike Pompei! And Madison Scheuch! Save the Date – March 2nd – Don’t Worry, Retire Happy Workshop! Listen In and Learn!

Gene answers tons of listener questions:

  • Interview with Mike Pompei on Long Term Care planning and insurance
  • Madison Scheuch adds a voice of reason
  • Buckets more!

For our More than Money Audience

        March 2nd – Tom Hegna author of Don’t Worry, Retire Happy joins us live.  \

You’ll learn Tom’s seven steps to a happy retirement. 

You’ll also have the opportunity to receive a free copy of Tom’s book

and a free retirement planning meeting with our More than Money advisors!


Free Second Opinion Meetings 

          Social Security Review

          Medicare Review

          Investments Review

          Retirement Review

          Life Insurance Review

          Long Term Care Insurance Review

          Estate Planning Review

          Income Tax Review

          Complete Financial Picture Review


Do you want a free second opinion meeting with a More than Money advisor? 

Call today (610-746-7007) or email ( to schedule your

free review

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