Print Page | Contact Us
June Quarterly CE Meeting
Tell a Friend About This EventTell a Friend
 

6/7/2017
When: June 7 2017
14:15
Where: SEI Headquarters
1 Freedom Valley Drive
Oaks, PA  19456
United States
Contact: Chris Stewart
215-295-0729

« Go to Upcoming Event List  

Join us for our next Quarterly CE Meeting on June 7th.  We will be heading to SEI Headquarters in Oaks, PA for an afternoon of CE, Practice Management and networking.

We'll begin at 2:15 p.m. with registration/light refreshments and networking.  Then at 2:45 p.m. we'll hear from Philip Cubeta, CLU®. ChFC®, CAP®, The American College, on:
"The Riley Case: Philanthropic Planning for a Closely Held Business Family", which has been approved for one hour of CFP® CE Credit and has one hour of PA Insurance CE pending approval at this time.  You may click here for Phil's presentation.

After a short break, John Anderson, Director of Practice Management Solutions for the SEI Advisor Network, will talk about: "Capitalizing on Disruption: Competing in an Industry Filled with Disruptors". 

Immediately following John's presentation we will enjoy cocktails, hors d'oeuvres and networking with our FPA friends and colleagues.  All of this at a special summer price of $20!!

We will also be awarding our first Jeanne Robinson Memorial Scholarship Award ($500) to a deserving student who is pursuing a career in the financial planning profession.  Don't miss this exciting event.

Register here

 There will be complimentary valet parking at SEI.    Turn into the Conference Center Entrance (red sign) and drive past the parking garage where you will see a valet attendant.


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