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Preparing Your Practice for the Great Wealth Transfer
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 Export to Your Calendar 1/17/2018
When: Wednesday, January 17, 2018
7:30 AM
Where: Map this event »
Ameriprise Financial Services, Inc.
161 Washington Street, Suite 1300
Conshohocken, PA  19428
United States
Contact: Chris Stewart
215-295-0729

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We invite you to attend our first CE Study Group event of 2018 in Conshohocken.                                                         REGISTER HERE!

Preparing Your Practice for the Great Wealth Transfer helps to bridge the communication gap between advisors, parents and the next generation.  It features an implementation guide with a list of wealth transfer best practices, a sample family meeting agenda, a sample family questionnaire and additional resources.

This session will be presented by Ruben Gonzalez, who is a Retirement Director for Janus Henderson Defined Contribution and Wealth Advisor Services Team.  In this role, he provides thoughtful advice and consultation to his Janus peers and financial advisors surrounding some of today's most complex retirement issues.  Ruben draws upon his extensive knowledge of qualified plans and the retirement industry to assist advisors and plan sponsors with their retirement plan objectives and concerns.

This session is approved for one hour of CFP®, CIMA, CPWA, CRPC and CRPS CE Credit.

Agenda:

7:30 a.m. - registration, coffee/bagels
8:00-9:00 a.m. - Presentation

There is no cost to attend this event, but pre-registration is required.

REGISTER HERE!


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