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We at Valley Forge Wealth Management feel it is important to give back to our local community, below are a few of the events that we will be participating in the upcoming months.

Past Events

Will You Outlive Your Money?

Like many Americans, you have worked hard and saved diligently throughout your career. Now you deserve to relax and enjoy the fruits of your labor.  However, have you considered the possibility that your retirement savings may not sustain the lifestyle you have envisioned?  What questions should you be asking?  Most importantly, how do you put all the pieces together to ensure a successful retirement?


To find out, please join us for an educational workshop that focuses on strategies for:

 Calculating the cost of retirement

  • Investing for growth potential, income, and stability
  • Managing taxes and defending against the effects of inflation
  • Allocating your assets to match your investment profile and goals
  • Managing investment risk while maintaining growth potential
  • Potentially avoiding common pitfalls faced by today’s retirees

 All workshop attendees will receive a full-color, 20-page workbook on retirement investment strategies. This resource contains essential information, exercises, and questions that may help you assess your current situation and make better-informed decisions. Perhaps best of all, you will be eligible for a complimentary consultation, which is only offered to workshop participants.


 Retirement Investment Strategies

 Sponsored by: Lisa Monk & Associates, LLC

Date: October 24, 2017

Times: 1:00 PM & 7:00 PM

Location: Valley Forge Wealth Management, Inc.  

401 Stony Run Road

Spring City, Pennsylvania, 19475


RSVP: and feel free to bring a guest.

 Light refreshments will be served.


Valley Forge Revolutionary 5-mile Run April 23, 2017

Valley Forge Wealth Management was a gold sponsor. 

North Coventry Township Woods Festival May 21, 2017 1-5pm 

Valley Forge Wealth Management is a platinum sponsor and sponsoring both the quite craft table for festivals goers and the Girl Scouts of Troop 41041.

Girl Scouts 5K benefitting the patients of The Children's Hospital of Philadelphia Sponsored by Valley Forge Wealth Management, June 3, 2017 at Pottstown's Riverfront Park.

Girl Scouts will run a 5K and collect toys and other items to benefit CHOP. If you would like to support our efforts, we are collecting new unwrapped toys for children ages 1 and under, tweens, and 11 and up. (CHOP rules are no stuffed animals or fabrics allowed for donations) Our office is collecting now through May 31, 2017.