Code: SE22033
Dates: November 18, 2025
Meets: 6:00 PM to 8:00 PM
Sessions: 1
Location: Lower Merion High School
Course Fee: $45.00
There are still openings remaining at this time.
| Fee: | $45.00 |
|---|
Fee Breakdown
| Category | Description | Amount |
|---|---|---|
| Course Fee (Basic) | Course Fee | $ 45.00 |
| Optional Fee | Donation | $ 0.00 |
Jill Marshall
Jill Marshall, a Certified Senior Advisor (CSA), combines her executive leadership background with extensive experience in financial services and wealth management. Drawing on years of strategic planning and organizational leadership, she helps families develop comprehensive strategies for their future.Steve Marshall
Steve Marshall is a Certified Senior Advisor (CSA) and a licensed attorney and real estate broker. He brings this knowledge to bear to offer unique insights into the practical aspects of life planning. His multi-disciplinary background ensures clients receive well-rounded guidance on complex decisions.