Print Page | Contact Us
Fall Retreat/Ethics/Golf Outing
Tell a Friend About This EventTell a Friend
 

Please mark your calendars for our Annual Fall Retreat which features Ethics and a golf outing after lunch.

9/18/2017
When: September 18, 2017
7:30 a.m.-12:00 p.m.
Where: Radnor Valley Country Club
555 Sproul Road
Villanova, PA  19085
United States
Contact: Chris Stewart
215-295-0729

« Go to Upcoming Event List  

We invite you to join us for our annual Fall Retreat/Ethics/Golf Outing.  We have an exciting line-up of speakers and topics and a top-rated private golf course to play on.

 
Adam Davidson

Our format this year is a little bit different.  We begin the day with Brett Danko presenting Ethics or you may choose to attend two breakout sessions (approved for CFP® CE).  Our keynote speaker before lunch is Adam Davidson.  Adam is a contributing writer at The New Yorker and previously wrote the "It's the Economy" column for The New York Times Magazine, helping readers understand the frustrating and murky waters of economics and finance.  He is also co-founder, host, and senior correspondent for NPR's "Planet Money", the award-winning economic explanation team (with Alex Blumberg).  His work is heard regularly on "Morning Edition", "All Things Considered" and "This American Life".


Brett Danko

Agenda

7:30-8:30 a.m. - Registration/Breakfast/Networking
8:30-10:45 a.m. - Ethics presented by Brett Danko (approved for 2 CFP® and 2 PA Insurance CE Credits)
8:30-9:30 a.m. - Breakout Session - Alex Dryden, Global Market Strategist for J.P. Morgan Funds presents "A Guide to the Markets" (approved for one CFP® CE Credit, pending one PA Insurance CE Credit)
9:30-9:45 a.m. - Break with our Sponsors
9:45-10:45 a.m. - Breakout Session - Joseph Zibelman and Glenn Skreppen from the Pennsylvania Department of Banking sand Securities, Bureau of Securities Compliance and Examinations, present "DOL & Best Practices for Compliance Auditing" (pending for one CFP® and PA Insurance CE Credit)
10:45-11:00 a.m. - Break with our Sponsors
11:00 a.m. - Noon - Keynote Speaker Adam Davidson presents "It's the Economy" (pending for one CFP® and PA Insurance CE Credit)
Noon-1:00 p.m. - Barbeque lunch buffet on the patio
1:00 p.m. - Golf Outing (shot-gun start) with reception and prizes afterwards

 

Mark your calendars now to attend this event.  Click here to register.


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