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Wilmington CE Study Group
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 Export to Your Calendar 6/6/2018
When: Wednesday, June 6, 2018
7:30 AM
Where: Map this event »
Ameriprise Financial Services, Inc.
1011 Centre Road, Suite 100
Wilmington, DE  19805
United States
Contact: Chris Stewart
215-295-0729

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Please join us for our first Wilmington CE Study Group in a long time!  We are vamping up our Regional Study Groups and Happy Hours and thanks to our newest volunteer, Ed Eckenroad, we are happy to present this breakfast meeting.  You will receive one hour of CFP®, CIMA, CPWA, CRPC and CRPS CE credit.

"Preparing Your Practice for the Great Wealth Transfer" will be presented by Ruben Gonzalez, Retirement Director, Retirement Strategy Group for Janus Henderson.

This session will help you 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.

So show your support of FPA Philadelphia Tri-State coming to the Wilmington area and take advantage of this opportunity to earn a CE credit while networking with your FPA colleagues and friends over a light breakfast.

There is no charge 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