You're Invited
Join Us for Our 2026 Duane Morris Partners Retirement Planning Seminar
Using the form below, please indicate whether you will be able to join us for our 2026 Duane Morris Partners Retirement Planning Seminar on Wednesday, October 7, 2026 from 1:00 PM – 2:00 PM via Zoom.
As part of the Duane Morris family since its founding in 1987, Wescott is proud to offer this discussion of retirement planning topics especially relevant to Duane Morris Partners, including critical Financial Planning considerations related to asset allocation, required minimum distributions, social security, and taxes; our investment philosophy, strategy, and approach; and a Question & Answer session.
Meet Our Panelists
- Mark McCarron, CFA – Partner and Chief Investment Officer
- Alex Rawdin, CFP® – Director of Client Development and Growth Strategy
- Karen McIntyre, CFP® – Partner, Senior Financial Advisor and Business Development Officer
- James Ciamacco, MT, CFP® – Senior Financial Advisor