Welcome to the scheduling page for Brian Kennedy AEP®, AIF®, ChFC®, CMFC®, CRPC®, CSA®, CLTC®, LUTCF®.
Please select which type of Event you want to schedule.
30 Minute Client Call or Zoom Meeting
Clients: This session, via call or Zoom and limited to 30 minutes, is for existing clients to discuss questions or updates about their financial plans. It's not for full planning.
30 Minute Introductory Call or Zoom Meeting
Join our 30-minute session to explore collaboration in wealth management and financial planning. Learn about our services, ask questions, and share your goals. Let's assess how we can meet your financial needs and plan for future discussions.
In-person meeting with Brian Kennedy at our Camp Hill office
Clients: Select this meeting with Brian Kennedy at our Camp Hill office for a detailed review of your investment and financial planning.
Zoom Client meeting with Brian Kennedy
Clients: Select this meeting with Brian Kennedy via zoom for a detailed review of your investment and financial planning.