Print Page | Contact Us
Presentation Handouts
Share |

March 16, 2017 Quarterly Meeting

Sustainable Spending for Retirement

        Presented By
        Wade Pfau


January 19, 2017 Quarterly CE Meeting

2017 Market Outlook

         Presented By
        
K. Sean Clark, CFA

Asset Allocation

        Presented By
       
Christopher Geczy, Ph. D.

 

May 11, 2016 Spring Symposium

 

Trusts for Dummies

 Presented By
 Christopher Harvey
 

National and Regional Economic Update

 Presented By
 Gary Wagner
 

Client Acquisition Thru Social Selling

 Presented By
 Laura Virili
 

 

Tactical Tilt Methodology Technical Insights, Powerful Solutions
              Presented By
 Amy Kemp
 
 

Alternative Investment Strategies

              Presented By
              Kevin O'Regan

The Alzheimer's Tsunami Preparing for the Worst           

             Presented By
             Dana R. Klein

The Creation of the Institute for Journalism

    Press Release

    Questions and Answers

    Organizational Structure Chart

             Presented By
             Richard Fox

 New World of Social Security

 

             Presented By
             Michael Kitces

 
 Building a 21st Century Investment Advisory Firm
        

            Presented By
            Josh Brown


 





 




 




r
 

May 13, 2014 Spring Symposium

Implications of an Economic Warm-Up
 Presented By
 David Kelly
 
 Two new health care taxes: Who they impact and what you can do
 Navigating the New Tax Regime
 Navigating the New Tax Regime Worksheet
 Navigating the New Tax Regime
 Presented By
 John Carl
 
 Estate Planning After ATRA (PDF)
 Estate Planning After ATRA (PowerPoint)
 Presented By
 John Kilroy CPA, CFP®
 
 Estate Planning for the Modern Family 
             Presented By
             Lori Epstein and Business
 
 The Case for Succession Planning 
            Presented By
            Sameer Somal
 

November 19, 2013 Quarterly Meeting

Avoiding Common Annuity Mistakes
Ken Boother Speaker Bio
Presented By
Ken Boothe, JD, CLU, ChFC Director, Advanced Consulting Group
 
Planning for Couples - After the Repeal of DOMA
Presented By
JT Hatfield Charles Director, CFP®, ChFC®, CLU®, ADPA®, CEP®, CLTC
 

September 24, 2013 Fall Retreat

FPA Philadelphia Event - Fall 2013
FPA Philadelphia Event - Fall 2013 Presentation Slides
 Presented By
 David Dominick, Program Specialist, Pennsylvania State Treasury
 

May 14, 2013 Spring Symposium Presentations

How to Leverage Tablets and Social Media in Your Business (10 Must Have Apps for Every Advisor)
How To Leverage Tablets and Social Media in Your Business (Financial Advisors' Use of Social Media)
How to Leverage Tablets and Social Media in Your Business (Going Mobile Advisor Invite)
 Presented By
 Daniel Shannon, Regional Marketing Director, Putnam Investments
 
Ethics in Action
 Presented By
 Dan Candura, CFP®, Founder, Candura Group, LLC
 
Market & Economic Insights
American Taxpayers Relief Act of 2012 Workshop
 Presented By
 David Kelly, CFA
 
Using Social Security to Optimize Retirement Benefits
 Presented By
 Bill Meyer, CEO, Social Security Solutions, Inc®
 
Targeting the Rich - Liability Lawsuits and the Threat to Families with Emerging and Established Wealth
 Presented By
 David Spencer, SVP, ACE Private Risk Services
 
May 14, 2013 Spring Symposium Brochure
 

March 21, 2013 Quarterly Meeting

Challenging Conventional Wisdom in Global Equities Presentation

Presented By
Stephen Kwa , Senior Client Portfolio Manager, Schroders®

Challenging Conventional Wisdom in Global Equities Print

Presented By
Stephen Kwa , Senior Client Portfolio Manager, Schroders®

January 21, 2012 Quarterly Meeting

Estate Planning 2013

Presented By
Christopher M. Harvey, J.D., LL.M (Taxation), CPA®

January 23, 2012 Quarterly Meeting

American Taxpayer Relief Act of 2012

Presented By
John Kilroy,  CPA, CFP®

What’s the Damage? The Impact of Medicare on Retirement Planning

Presented By
Dr. Katy Votava,  Goodcare.com®

November 15, 2012 Educational Meeting

Implementing the Wealth Management Index

Presented By
Ross Levin,  CFP®
Accredited Investors Inc.

September 11, 2012 Fall Retreat

Brief Overview of Divorce Law in Pennsylvannia

Presented By
Lori K. Shemtob, Esquire
Shemtob Law, PC

Federal Tax Update

Presented By
John Kilroy, CPA, CFP®

Board Code of Ethics and Professional Conduct

Presented By
Brett R. Danko, CFP®, CRPC®

The 7TwelveTM Balanced Strategy: The Core of "Core and Explore"

Presented By
Craig L. Israelsen, Ph. D.

The 7TwelveTM Portfolio

Presented By
Craig L. Israelsen, Ph. D.

The 7TwelveTM Complete Order Form

Presented By
Craig L. Israelsen, Ph. D.

July 18, 2012 Education Meeting

Making Retirement Benefits Payable to Trusts

Presented By
Natalie B. Choate, Esq.
Nutter, McClennen, & Fish/Boston MA

June 12, 2012 Education Meeting

2012 Market Outlook

Presented By
Jon Ericksso, CFA
Senior Vice President, Research
First Trust Advisors LP

What's Ahead for the Markets and the Economy?

Presented By
Prof. Jeremy J. Siegel
The Wharton School

May 14, 2012 Spring Symposium

Outlook for the US Economy

Presented By
Luke A. Tilley
Federal Reserve Bank of Philadelphia

Are Your Client's Bond Portfolios Ready for Higher Rates?

Presented by
Jay K. Chitnis, CFA
Senior Managing Director
Chief Investment Strategist
Yield Quest Securities, LLC

Strengthen Client Trust: Integrate Money Motives Into Their Financial Plan

Ready to Claim Your Money Motives?

Presented by
Susan Zimmerman

LGBT Planning ... Discussions for Marriage

Presented by
Joshua T. Hatfield Smith

A Case for Canada

Presented by
DundeeWealth US, LP

March 20, 2012 Education Meeting

Annuity Contract Ownership - Annuitant Driven Contract

Presented by
Dee Dee Chadwick, JD
Nationwide Financial

Top 10 Estate Planning Tips for 2012

Presented by
Robert S. Keebler, CPA, MST, AEP

November 16, 2011 Quarterly Meeting

The Options Industry Council (OIC)

Presented by
Philip H. Gocke

October 17, 2011 Fall Retreat

Tackling the Most Difficult 529 Questions

Presented by
Joe Hurley

Powerful Communication Skills - Asking the Right Questions and Listening to the Answers

Presented by
Shari Harley

July 21, 2011 Quarterly Meeting

Embracing Volatility - Managing Equity Risk in a Rising Rate Environment

Presented by
Clark Capital Management Group

May 17, 2011 Spring Symposium

The Facts and Fallacies of ETF Investing

The Facts and Fallacies of ETF Investing: Addressing ETF Liquidity & Volume

Presented by
Stan Ueland

Vanguard Municipal Market Outlook

Presented by
Mike Kobs

Long-Term Care and the CLASS Act

New Long-Term Care Entitlement 

Milliman: Adverse Selection and the CLASS Act

Backgrounder: The CLASS Act

Facing Facts Quarterly: The Other New Health Entitlement

CMS: CLASS Program

Presentation Feedback Form

Presented by
Dan Cameron

Financial Planning Implications of Alternative Minimum Tax

Presented by
Michael E. Kitces

Elder Law Essentials for the Financial Planning Professional

Presented by
E. Garrett Gummer, III

Keeping your Wits in Stormy Seas

Presented by
Jonathan T. Guyton

March 16, 2011 March Quarterly Meeting

Planning Opportunities for Income Tax & Buisness Transition

Presented by
Robert S. Libsey
Peter J. May

February 10, 2010 Quarterly Meeting (Rescheduled from January)

See The Storm Before It's Coming
Evaluating the strength of an insurance company

Presented by
Chubb

September 13, 2010 Fall Retreat

Tatical Asset Allocation

Presented by
Tim McCabe

Asset Allocation and the Financial Crisis

Presented by
Derek Eichelberger, CFA, CFP

July 21, 2010 Quarterly Meeting

Equity Volatility: Managing and Profiting

Presented by
Greg Levinson

The Outlook for the US Economy

Presented by
Luke Tilley

2010 Spring Symposium

Investing in a Post-Crash World

Presented by
Barry Ritholtz

Modern Portfolio Theory

Presented by
Sean Clark, CFA
Chief Investment Officer
Clark Capital Management Group

Advanced Concepts and Issues in Long-Term Care Insurance Planning

Understanding the New Medicare Taxes

The Kitces Report, June 2008

Presented by
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, CWPPTM
Director of Research, Pinnacle Advisory Group
Publisher, The Kitces Report

Building a Stronger Business through Client-Centered Advice

Presented by
George D. Kinder, CFP®, RLP®
President and Founder
The Kinder Institute of Life Planning

Financial Planning Software Showdown

Cash Balance Plans - Frequently Asked Questions

Cash Balance Plans for Law Firms - Frequently Asked Questions

Discretionary Company Contributions to 401(k) Plans

Using Tax Qualified Retirement Plans for Family Business Succession Plans

The Perfect Retirement Plan

The Perfect Retirement Plan for Dental Practices

401(k) Secrets Every Financial Advisor Should Know

How to Leverage Tablets and Social Media in Your Business (10 Must Have Apps for Every Advisor)
How To Leverage Tablets and Social Media in Your Business (Financial Advisors' Use of Social Media)
How to Leverage Tablets and Social Media in Your Business(Going Mobile Advisor Invite)
 Presented By
 Daniel Shannon, Regional Marketing Director, Putnam Investments
 
Ethics in Action
 Presented By
  Dan Candura, CFP®, Founder, Candura Group, LLC
 
Market & Economic Insights
 Presented By
  David Kelly, CFA
 
American Taxpayers Relief Act of 2012 Workshop
 Presented By
  John Kilroy, CPA, CFP®
 
Using Social Security to Optimize Retirement Benefits
 Presented By
  Bill Meyer, CEO, Social Security Solutions, Inc®
 
Targeting the Rich - Liability Lawsuits and the Threat to Families with Emerging and Established Wealth
 Presented By
  David Spencer, SVP, ACE Private Risk Services
 
May 14, 2013 Spring Symposium Brochure
 

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us