PITTSBURGH CHAPTER

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Society of FSP Pittsburgh Chapter

Mission Statement: We shall require the highest standard of ethics and integrity for the credentialed financial service professional, by providing quality educational experiences, while increasing the public's awareness of our members' qualifications and abilities.


 

www.PittsburghBusinessEthicsAwards.com

 

February 25, 2015 
Omni William Penn Hotel
Luncheon

Submit a Nomination Today!
 


Wednesday, November 19, 2014 Video Conference 
12:15 lunch
1 - 3:10 PM Video Teleconference
Sheraton Station Square Hotel, 300 West Station Square, Pittsburgh, PA 15219
2 CE accredited for PA insurance, CFP, CPE, CPC, PACE. 2 CLE pending

Investing for Income: Current Trends, Strategies, and Products

Program Overview

In this program, moderated by Ben G. Baldwin, Jr., CLU, ChFC, CFP®, MSFS, MSM, AEP, Dale Vetter, ChFC, MSFS, CLU, AEP, QFP, looks at ways to maximize investment income in a low-return environment. Looking back, he will comment on changes in market performance over the past ten years, illustrating that the market rarely does what we expect it to do, thus the need to plan for contingencies. He will then look ahead and suggest ways of building an investment portfolio to accommodate future anticipated and unanticipated market fluctuations. Marc Silverman, MBA, CLU, ChFC, CFP®, will review the most common types of annuities companies are currently offering and some often-overlooked considerations, such as pro-rata vs. dollar-for-dollar features, that buyers must take into account when making a decision to buy an annuity. Finally, he will discuss matching a client's goals with the appropriate annuity. There will be an audience Q&A session following each speaker.

Attendees will learn:

  • Discover how to maximize investment income in a low-interest rate environment
  • Know how to implement an investment strategy to offset market swings
  • Understand the major differences among annuities being offered by companies today
  • Review some commonly overlooked features about annuities and relate them to client goals

Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

Moderator

Ben G. Baldwin, Jr., CLU, ChFC, CFP®, AEP is Director Emeritus of Baldwin Financial Advisors, LLC of Arlington Heights, IL., a registered investment advisory firm specializing in financial education and consulting for corporate and individual clients. He served on the Society of Financial Service Professionals (SFSP) National Board of Directors 2001-2004 and as the first chairperson of its Financial Planning professional interest section. He was a co-recipient of the SFSP Kenneth Black Jr. Leadership Award in 2006.

Panelists:

Marc A. Silverman, MBA, ChFC, CFP®, began his financial planning career in 1983 and formed Silverman Financial in 1989.  Since the beginning of his career, Marc has been a leader and has thoroughly enjoyed his profession.  He chose this career because he enjoys meeting people and helping them in achieving their financial goals.  A key to his success is the exceptional service he and his staff provide to clients.  He is energetic and enthusiastic and will go to great lengths to get the answers to a client's questions.  He has a diversified client base including public corporations, closely held businesses, individuals, trusts and estates.  His motto is, "promise a lot and deliver more".
Dale A. Vetter, ChFC, MSFS, CLU, AEP, QFP, is the owner of Vetter & Associates, a comprehensive, fee-only, financial planning and investment advisory firm in private practice in Burlington County, NJ.  He works with individuals, families, business and professional clients to help them plan and implement effective strategies for achieving their financial goals. As a leading financial planner, he has been quoted in Fortune, Medical Economics, National Underwriter and Better Investing.  He is nationally recognized for his financial planning expertise and as an accomplished speaker.

Questions?

If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org

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For more information about the Pittsburgh Chapter of the Society of FSP and the latest updates on our events, please contact Ann W. McKenna, Chapter Executive, at (412) 655-4447 or e-mail AnnMcKenna@PittsburghSFSP.org.