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Allied Financial Partners is dedicated to educating our clients so that they feel confident in their own understanding of their personal financial situation.  We hope you will take advantage of these opportunities and we encourage you share these events with friends and family members who may be interested as well.  


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 24, 2022

6:00p - 8:00p


Putting Together Your Estate & Long-Term Care Plan

Join David Younis CFP®, Director of Financial Services at Allied Financial Partners, and Marcus Kroll, Esq. of Kroll Law Firm, LLP for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.

Event Registration