Welcome to the local Philly Tri-State area chapter.

 

 

Upcoming Local Events

  • Nov 5       Main Line Study Group

Subject:         Risk   Management   Strategies   for   HNW    Clients

Speaker         Barry W. Yoder, CPCU, CIC, AIM        Territorial Manager ACE   Private   Risk   Services

Click here for more information

  • Nov 18       Center City Study Group

Subject:         Property and Casualty Insurance

Speaker         Barry W. Yoder, CPCU, CIC, AIM        Territorial Manager ACE   Private   Risk   Services

Click here for more information

       

       Subject: Financial Planning Career Day

              Click here for more information      

   

   

   

 

We Thank our Chapter Sponsors

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Chapter News

Latest Newsletter

CE Study Group Information

Volunteer Spotlight

 

Click here for the slides from the 2012 Financial Planning Day

 

JOIN Pro Bono: SPEAK at one of our Pro Bono partners' events on a variety of consumer finance topics. Contact Michael Clancy at mcers@verizon.net.
  

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