Fox, Penberthy and Dehn along with Saratoga Benefit Services is holding a seminar for business owners and those interested in learning about the Affordable Care Act and its impact on individuals, businesses and future retirement decisions. Led by Albert A. Fox, CFP, CIMA, senior vice president with Fox, Penberthy and Dehn / Merrill Lynch, and Amy R. Webb, RHU, CBC, principal and CEO of Saratoga Benefit Services, the pair of experts in their respective fields will discuss the detailed choices available and provide tips for evaluating such options.
Open to the public and local business community, the complimentary seminar is being held on Tuesday, Oct. 1 at The Westin Mt. Laurel, 555 Fellowship Road. Registration and breakfast begin at 8 a.m.; the hour-long program starts promptly at 8:30 a.m. For more information or questions, please call (888) 287–9258. To RSVP, please e-mail linnea.wagner@ml.com.
Fox, Penberthy and Dehn is an experienced team specializing in the assistance of clients with wealth communication, wealth protection and wealth management. Using quantitative and qualitative analysis combined with the global resources of Merrill Lynch, the FP and D staff provides uniquely customized solutions with innovative, forward-thinking strategies focused on defining clients’ current financial situation relative their to future goals. FP and D is located at 1200 Howard Boulevard, Suite 300 in Mt. Laurel. For more information, please call (888) 287–9258 or visit http://wealthmanagement.ml.com/wm/system/viewfapage.aspx?pageurl=fox_penberthy_group.
Headquartered in Moorestown, Saratoga Benefit Services LLC (SBS) offers extensive expertise in all facets of employee benefit planning and provides high quality services and benefit solutions to employers of all sizes. The independent insurance broker has access to a wide range of products and carriers that SBS uses to customize a plan focus on clients’ corporate requirements, individual programs and overall bottom line. SBS is located at 7 East Main Street in Moorestown. More information is available by calling (856) 642–2949 or browsing http://www.saratogabenefits.com/.
