Get to know your neighbors while learning something new. Adult Social Group brings folks from the local community together for enrichment and social connection.

This month, participants will get a personal finance crash course and Q&A session with a professional wealth planner. The first half of this program will consist of a presentation on the basics of several personal finance topics, including investing, pre- and post- retirement planning, and household spending/budgeting. The second half hour will provide an opportunity for participants to ask their questions and have discussion on topics of particular interest. 

Presenter Jeffrey (JP) Dowds, CFP/CPA, is a wealth advisor at Marshall Financial Group, a fee-only financial planning and wealth management firm in Doylestown, PA.