Seminar Sponsors

Are you interested in becoming a seminar sponsor? 

Contact us for additional information.

Our Seminar Sponsors

The Payroll Factory has been processing payrolls for their clients for over 40 years. We service businesses and organizations from one employee to 500 hundred employees. Our focus every day is to make our clients payroll compliant so they can focus on their core business. The Payroll Factory also has a platform for time and attendance solutions and HR. We process payroll taxes for all 50 states and US territories. Thus, with our technology we work with businesses and organizations outside of Pennsylvania.

Steve Sabel

Senior Account Relationship Manager

The Payroll Factory, Inc.

18 East Lancaster Avenue

Malvern, Pennsylvania 19355

267-907-4179 cell

steve@prfusa.com
www.prfusa.com

TruMark Financial Credit Union

TruMark Financial is a full-service, federally insured, community-based credit union dedicated to helping individuals and businesses achieve financial well-being. From checking and savings to lending, investments, and business services, we offer smart solutions to help your money work harder for you.

TruMark Financial Credit Union

Todd Milligan
Assistant Vice President, Branch Manager  tmilligan@trumark.org

335 Commerce Drive
Fort Washington, PA 19034
Phone 1-877-878-6275 Ext. 4093
Fax 215-654-6865

At First Bank, we believe in treating you as an individual –not just a number. That’s why we prioritize relationships over transactions. Unlike the big banks—we care about you, which is why every single First Bank customer has their own personal banker. Whether you prefer a friendly greeting by name at your local branch or want strategic financial counseling, our personal bankers are here for you.

Michael Borkowski
VP/Branch Manger
356 York Rd
Warminster, Pa 18974
215-441-4118
michael.borkowski@firstbanknj.com
www.FirstBankNJ.com

Secure Planning Group is a full Independent financial planning firm that specializes in Generational Family Planning as well as Corporate Retirement Plan Management (401K, 403b, 457, SIMPLE, SEP, Profit Sharing, Cash Balance, MEP).

Financial Planning : Investment Strategies: Insurance : Corporate Retirement Plans

Neil Gordon, AIF®, ChFC®, CRPS®
1960 South Easton Road Floor 2
Doylestown, Pa. 18901
neil.gordon@securepg.net  
www.securepg.net

Office : 215-540-5566
Cell :     215-962-8739
Fax :     855-824-8885

www.linkedin.com/in/neilgordon1/

CostSeg Energy Solutions helps building owners and leaseholders save on Federal Income taxes through engineering-based Cost Segregation, helps businesses and consumers save on their energy consumption and helps them save in a number of other areas in which they spend money.

Jerry Lotz
2518 Perring Woods Road
Baltimore,  MD  21234

410-878-2553 – (o)
410-960-8269 – ©

jlotz@costseges.com
www.costseges.com

Registered Agents Legal Services, LLC

We form LLCs and Corps in any State and can offer Registered Agent services for less.

Michael Ashley
michael@inclegal.com

1013 Centre Road, Suite 403S
Wilmington, DE  19805
800-400-6650 
www.inclegal.com
info@inclegal.com 

Menninger & Associates Financial Planning is a full service financial planning firm specializing in the six areas of financial planning: tax planning strategies, investment management, estate planning, retirement planning, insurance planning, and cash management. Menninger & Associates team of Certified Financial Planners™ has been servicing the community for over 25 years.

Michael Menninger, CFP
Founder, President
Menninger & Associates Financial Planning
820 Adams Avenue, Suite 100, Trooper, PA 18074 (main office)
1035 B Mill Creek Drive, Feasterville, PA 19053 (satellite office)
610-422-3773
michael.menninger@maaplanning.com
www.maaplanning.com

NATIONAL ACCOUNTING SALES, INC.

National Accounting Sales is a firm specializing, from listing to closing, in the sale, merger and purchase of tax and accounting practices.

nationalaccountingsales.com

 

Pennsylvania Office
Jim Cochran
215-570-4710
jimcochrannasi@gmail.com

National Office
Cliff Reiter
914-705-5345
cliff@nationalaccountingsales.com 

Quaint Oak Bank

Quaint Oak Bank is a local community bank providing business and personal banking and lending solutions since 1926.

Delaware Valley Regional Office (Corporate Headquarters)

501 Knowles Avenue
Southampton, PA 18966
Office: 215.364.4059
www.quaintoak.com

Day-To-Day Financial Management, LLC

Making Life Easier and Providing Peace of Mind.

As Daily Money Managers we work with your client to make sure that bills are paid accurately and on time, correspondence is responded to, financial records are accurate, required tax documents are gathered  and that medical bills are understood.

Dawn Wright
Owner and Daily Money Manager
215-262-2258
215-598-0346

www.daytodayfinancial.com

Accupay Payroll
51 years of processing Payroll, Tax Filing and Human Resources Services Right…On Time.

Anthony DePaul
Office # 267 803 1213
Cell 215 205 2379
ADePaul@accupay.net

Chuck Freeburger
ChuckF@accupay.net

www.accupay.net

Precise Payroll

Providing modern technology with old fashioned customer
service.