Past Events:
Pandemic, Illness, Death. How To Organize Your Life Now For The Unexpected.
Student Mentoring Program
This program ended on March 1, 2022. Click the "Student Mentoring Program" link above for more details on this program.
Market Commentary Discussion
- Join us for a general “State of the Markets” discussion in Q&A Zoom format on Jan. 21st at 6pm
- It’s a new year, and a new administration. Will we have the same old plan?
- As financial planners, we will share what are we paying close attention to in 2021
Open Q&A Forum Every Wednesday at noon
Our hope with these open office hours is to fully support our clients, and also give insights and answer questions of others in the community. We want to be as helpful as we can to everyone during this challenging time.
If you think that any of your friends, co-workers, and family could benefit from the information we shared, please feel free to forward our invite to them
- Bring your questions to our virtual office hour, or just hop on and hear what others are asking
- There is no planned presentation
Preparing Your Business for the Unexpected: Having a Continuity Plan
Ben presented along with Russell Farbiarz, Esq.
The presentation was focused on the CARES Act provisions for small businesses and the importance of documenting the plans for the recovery of critical business functions and systems in the event of a business disruption.
Live Discussion with Katie McKenna: professional speaker, life coach and bestselling author, living in Brooklyn --- May 28, 2020 @ 5pm via Zoom
On a sunny morning bike ride in Brooklyn, 24-year-old Katie McKenna was forever changed when she was run over by an 18-wheeler. What began as a journal entry on a borrowed laptop during her extended hospital stay, became the best-selling memoir, How to Get Run Over by a Truck. Katie now travels the country, speaking to a vast array of audiences on how to overcome seemingly insurmountable obstacles with resilience, hope, humor and gratitude.
Ben sat down with Katie to discuss how she persevered through adversity and to share tips on staying motivated and positive during challenging times.
Live Discussion with Dr. Karch: Striking a balance between managing the COVID-19 health risks facing us today and the need to begin reopening our economy --- May 14, 2020 @ 7pm via Zoom
Week 5: Open Q&A --- May 20, 2020 @ 12pm via Zoom
Week 4: Open Q&A --- May 13, 2020 @ 12pm via Zoom
Week 3: Open Q&A --- May 6, 2020 @ 12pm via Zoom
Week 2: Open Q&A --- April 29, 2020 @ 12pm via Zoom
Week 1: Open Q&A --- April 22, 2020 @ 12pm via Zoom
Caring For Your Financial Self During Global Pandemics --- April 15, 2020 @ 12pm via Zoom
Listen to the presentation here (audio only)
Kutztown University Finance Club Mentoring Meeting --- March 5, 2020 @ 11am in the DeFrancesco Building
Topics discussed:
- Transitioning from college into the real world
- What personal financial planning means to my clients
- Where I see the industry going and what I’d look for when hiring
Will the SECURE Act Have An Impact On Your Retirement Planning? --- February 25, 2020 @ 6pm at the Kutztown Community Library
Kutztown University Radio's interview with Benjamin Haas --- December 13, 2019
Social Security: Unlock Its Potential --- November 15, 2019 @ 9:30 am and November 19, 2019 @ 6:00 pm
Building Community Through Charitable Giving --- October 10, 2019 @ 6:00 pm and September 13, 2019 @ 9:30 am
ABC's of Financial Planning --- September 12, 2019 @ 6:00 pm and September 13, 2019 @ 9:30 am
7 Mistakes You Need to Avoid With Your Pension Election.pdf --- September 12, 2018 @ 8:30 am and 4:00 pm
Our 6-Part Recipe to Retirement Planning.pdf --- August 3, 2018 @ 5:00 pm
3 Need to Know Strategies for Charitable Giving Under the New Tax Code .pdf --- July 18, 2018 @ 8:30 am and 6:00 pm
5 Ways Technology Will Change How You Age.pdf --- June 13, 2018 @ 8:30 am and 6:00 pm
Social Security Unlock Its Potential.pdf --- May 23, 2018 @ 8:30 am and 6:00 pm
Identity Theft & Online Security.pdf --- May 2, 2018 @ 8:30 am and 6:00 pm
