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.
February 25, 2015
Omni William Penn Hotel
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Thursday, October 16, 2014
Hilton Garden Inn Southpointe
Welcome to the Financial “Four”um - the premiere event for financial planning and services professionals in greater Pittsburgh and western Pennsylvania. The Hilton Garden Inn Southpointe is where the most successful financial planners in the area, and the elite in the industry, will be on Thursday, October 16 from 8:30 AM to 5 PM.
Besides networking with old friends and reaching out to meet new ones, attendees will be hearing and learning from some of the best speakers in the profession from around the United States.
Our featured keynote speaker is Ed Slott presenting "ED SLOTT'S 2014 ACTION PLAN FOR FINANCIAL ADVISORS"
Stealth taxes are back with a vengeance and tax bracket management is critical. The tax planning paradigm has changed - income and retirement tax planning for your best clients will trump traditional planning. Your top clients and prospects are the prime targets and need help navigating an increasingly complex tax code that will erode their retirement income and leave less for heirs. Show clients, prospects and centers of influence how to protect their retirement savings from tax risk, investment risk and costly mistakes that cannot be undone. Many of these problems are already lurking under the hood of their retirement plans waiting to strike at the worst possible time – at retirement, when the funds are needed the most. Learn how to create lasting practical retirement, tax and estate plans that showcase your expertise and eliminate your competition for good.
Click here for the complete schedule of all 9 breakout, luncheon and closing presentations.
Click here to register.
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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.