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Hosted by Mid-Atlantic Wealth Advisory Group, the series of events through our seminars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.

Live Events

Events in April–May 2026

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Webinars

Events in April–May 2026

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Providing Services That Exceed Expectations

We provide a comprehensive range of services to ensure you can find all the solutions you need in one place.

Personal Services

Our services are designed to empower individuals and families to navigate the complexities of financial planning with confidence and clarity.

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Running a business requires more than just a solid product or service; it demands strategic planning and management tailored to you.

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Build the Life and Legacy You Want

Take the first step to maximize your wealth and reach a place of financial confidence. Schedule an appointment with one of our advisors to see how we can help you reach your goals.

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487 Devon Park Drive, Suite 202,
Wayne, PA 19087

(484) 351-8411

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The content is developed from sources believed to be providing accurate information; however, its accuracy, completeness, or reliability cannot be guaranteed. This material is for informational purposes only and is not intended to provide, and should not be relied upon for, tax or legal advice. Please consult with a qualified tax or legal professional regarding your individual situation.

Some of this material was developed and produced by Simplicity Group to provide information on a topic that may be of interest.

The opinions expressed are those of the author and may not necessarily reflect those of any affiliated organization. This material is not intended as a solicitation or an offer to buy or sell any security or investment advisory service. All investments involve risk, including the potential loss of principal.

Securities Offered through Simplicity Investments, Member FINRA/SIPC Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

BUSINESS SERVICES

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Join Us For An Event

Click on an event for more information.

Live Events

Events in April–May 2026

Webinars

Events in April–May 2026

Fill out your information below to RSVP!

Providing Services That Exceed Expectations

We provide a comprehensive range of services to ensure you can find all the solutions you need in one place.

Personal Services

Business Services

Build the Life and Legacy You Want

Take the first step to maximize your wealth and reach a place of financial confidence. Schedule an appointment with one of our advisors to see how we can help you reach your goals.

Our E-newsletter

Contact Us