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May 2, 2018 Conchohocken CE Study Group Breakfast
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5/2/2018
When: Wednesday, May 2, 2018
7:30 AM
Where: 161 Washington Street, Ste. 1300
Conshohocken, PA  19428
United States
Contact: Chris Stewart
215-295-0729

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Please join us for breakfast and CE in Conshohocken.                                                                                                      REGISTER HERE

"Preparing Your Practice for the Great Wealth Transfer" presented by Ruben Gonzalez, Retirement Director, Janus Henderson Defined Contribution and Wealth Advisor Services Team

This presentation will guide you on how to help 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 presentation has been approved for 1 hour of CE Credit for the following: CFP®, CIMA, CPWA, CRPC, CRPS

Agenda:
7:30 a.m. - Coffee/Bagels
8:00-9:00 a.m. - Presentation

We look forward to seeing you there. 


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