Events
Upcoming Events
Future Care: Building a Sustainable Long-Term Care Plan
Join Citadel Wealth Management for Navigating Long-Term Care: Your Roadmap to Support, a webinar focused on proactive planning strategies to help protect your independence and financial well-being. Learn about the true cost of care, tax‑efficient planning approaches, and personalized solutions tailored to your lifestyle and preferences through real-life case studies—all guided by Dean Mioli, CPA, CFP®, and Clinton Smedley, CFP®, CPWA®, CLU®.
Past Events
March 25, 2026
12:00p - 1:00p
Virtual Webinar — Use the RSVP button to register.
Wealth, Health, and Meaningfulness in Retirement
Join Citadel Wealth Management for Retirement Trifecta: Wealth, Health, and Meaningfulness, a webinar focused on purposeful living and smart financial strategies in retirement. Learn how to stay engaged in your next chapter, optimize Social Security, plan sustainable spending, and use effective IRA distribution tactics&;all guided by Dean Mioli, CPA, CFP®.
October 29, 2025
6:00p - 7:00p
Social Security & Retirement Planning Seminar
Social Security & Retirement Planning Seminar - Oxford
An educational event for members and invited guests on Social Security and Retirement Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
October 28, 2025
6:00p - 7:00p
2025 Year End Tax Planning Seminar
2025 Year-End Tax Planning Seminar - Warminster
An educational event for members and invited guests on Income Tax Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
October 23, 2025
6:00p - 7:00p
2025 Year End Tax Planning Seminar
2025 Year-End Tax Planning Seminar - Eagle
An educational event for members and invited guests on Income Tax Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
October 22, 2025
6:00p - 7:00p
2025 Year End Tax Planning Seminar
2025 Year-End Tax Planning Seminar - West Norriton
An educational event for members and invited guests on Income Tax Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
October 15, 2025
6:00p - 7:00p
2025 Year End Tax Planning Seminar
2025 Year-End Tax Planning Seminar - Rohrerstown Road, Lancaster
An educational event for members and invited guests on Income Tax Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
October 9, 2025
6:00p - 7:00p
2025 Year End Tax Planning Seminar
2025 Year-End Tax Planning Seminar - West Chester
An educational event for members and invited guests on Income Tax Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
September 6 - September 7, 2025
10:00a - 6:00p
Kennett Square, PA
Kennett Square Mushroom Festival - September 6-7, 2025
Mushroom Mania: Obviously mushrooms are the star of the show, so make sure to visit the Mushroom Growers' Tent where you'll see all kinds of live mushrooms (still growing!) and learn about the magical, unique world of mushrooms from the folks who know best--Kennett Square mushroom growers!
August 30, 2025 - September 1, 2025
10:00a - 4:00p
Ludwigs Corner Fairgrounds
June 18, 2025
10:30a - 1:00p
SEI Investments
Citadel Wealth Management/SEI Investments Present A Economic and Market Outlook
Let's come together to hear SEI's latest thinking on the economy and investment outlook. As a special experience, we have arranged a unique tour of the fascinating SEI Art Collection. Enjoy a fully catered lunch hosted by your personal financial advisor.
June 17, 2025
6:00p - 7:00p
Social Security & Retirement Planning Seminar
Social Security & Retirement Planning Seminar - West Chester
An educational event for members and invited guests on Social Security and Retirement Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
June 12, 2025
6:00p - 7:00p
Social Security & Retirement Planning Seminar
Social Security & Retirement Planning Seminar - Springfield
An educational event for members and invited guests on Social Security and Retirement Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
June 10, 2025
6:00p - 7:00p
Social Security & Retirement Planning Seminar
Social Security & Retirement Planning Seminar - Thorndale
An educational event for members and invited guests on Social Security and Retirement Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
June 5, 2025
6:00p - 7:00p
Social Security & Retirement Planning Seminar
Social Security & Retirement Planning Seminar - Lansdale
An educational event for members and invited guests on Social Security and Retirement Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.
June 3, 2025
6:00p - 7:00p
Social Security & Retirement Planning Seminar
Social Security & Retirement Planning Seminar - Phoenixville
An educational event for members and invited guests on Social Security and Retirement Planning. You don't get many re-dos in life, it's important that your partner with a knowledgeable financial advisor to guide you through the retirement process.