GREATER PHILADELPHIA CHAPTER

Society of FSP: Solutions for a Secure Future

 

September 18, 2014
GP-SFSP Technology Forum

Speaker:  Trisha Hall, JD - Connolly Gallagher, LLP

In this presentation attendees will learn how the ownership of digital assets and accounts impact the estate planning process.  Topics of discussion will include:

  • Defining Digital Assets
  • How to Identify, access and control digital assets when the time comes
  • Issues surrounding the online existence of an incapacitated individual or decedent

Attendees will also be educated on current legislative responses to ditial assets in estate planning, and the proactive planning solutions to address possible issues.

Time: 7:30am-10:30am

Location:  Villanova Conference Center, 601 County Line Road, Radnor, PA

CLICK HERE TO REGISTER TODAY

This meeting is being generously sponsored by:


www.emoneyadvisor.com

Sponsorship opportunities are still available.  
Please contact Abby Murray for additional information.  
email:  gp-sfsp@bowermanagementservices.com or phone:  856-470-4521
 


Previous GP-SFSP Events

 

May 15, 2014


Ethics and the Financial Services Industry: A Panel Discussion

with Panelist:

Curt Cyliax, CPA - SEA Liquidity

Trisha Hall, JD - Connolly Gallagher LLP

Shane Johnson, ChFC - Perspective Financial Group LLC

Click HERE  for additonal information and tickets.

 

 

June 19, 2014

Business is Brewing!  

Victory Brewing Company, Beer & Food tastings, and tour.

Cost is $25 for members and $45 for non-members.

Click HERE for additional information and tickets.


 

Education program details
WHEN: 3rd Thursday of each month, 7.30 - 9.30 am
(unless otherwise noted)

WHERE: Villanova Conference Center in Radnor, PA
** NO Charge for current FSP Members!  **

 


In case you missed it ...

 

PROFESSIONALS DINNER 2014

Click HERE to see the pictures from the event


 


November Education Program: Retirement Plans After the Fiscal Cliff
(Presented 11/21/13)
Click HERE to download the presentation.

Thank you to our meeting sponsor.

Fox logo
 



Thank you to our Platinum Sponsor

  FAODV


Thank you to our Gold Sponsors:

     Mutual of Omaha

                



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Contact Us

Greater Philadelphia Chapter, SFSP
Mailing: P.O. Box 460, Collingswood, NJ 08108
(p) 856-470-4521; (f) 856-210-1619

Executive Director: Abby Murray

 


Excellence in Chapter Achievement 
Greater Philadelphia Chapter: 2008 - 2011

ECA