GREATER PHILADELPHIA CHAPTER

Calendar

Filter by:

Sort by:

Members, login to receive member pricing

Date Event Title Event Type
Oct 29, 2014 Building a Practice With a Focus on Income Distribution Sponsored Education Online
Free to Members
  Speaker(s): Zachary S. Parker, MBA, CFP  
  Summary: Building a retirement planning practice
Sponsored by Securities America.
 
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Nov 20–
Nov 20, 2014
Trends in Personal Liability Chapter:
Greater Philadelphia Chapter
Time: 07:30 AM – 09:15 AM
Location: Villanova Conference Center
601 County Line Road
Radnor PA
  Summary: Why do we carry liability insurance? An expert from ACE Private Risk Services will discuss the importance of maintaining the proper limit of liability coverage and some of the most overlooked exposures that we and our clients face on a daily basis. Additionally, a review of recent liability settlements and court cases will provide you with real-life examples that may assist you in conversations with your clients.  
Dec 03, 2014 Enhanced Plan Benefits Audio/Web Conference
  Speaker(s): Mary Read CPC, QPA  
  Summary: The benefits of life insurance in qualified retirement plans.  
Dec 10, 2014 Practical Applications of "Life Insurance as an Asset Class" Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian
 
Jan 14, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Speaker(s):  
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Feb 02, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.
 
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic - Estate and Income Planning for Middle America Using Captive Insurance Companies and Asset Protection Techniques. Details coming soon.  
Mar 04, 2015 TBD Audio/Web Conference
  Summary: Topic - Layering Plans. Details coming soon.  
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
13 Events Returned
Event Details

Check back at a later date for details.

Close window