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June 6, 2018 Wilmington CE Study Group Breakfast
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Come to our new Wilmington CE Study Group Breakfast Meeting!

 Export to Your Calendar 6/6/2018
When: Wednesday, June 6, 2018
7:30 AM
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Ameriprise Financial Services, Inc.
1101 Centre Road, Suite 100
Wilmington, DE  19805
United States
Contact: Chris Stewart
215-295-0729

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We are pleased to announce that our Wilmington CE Study Group is up and running again, thanks to our newest volunteer, Ed Eckenroad.  We will be having periodic Happy Hours in this region as well.  So if you live or work in this area, please support these efforts by attending whenever you can.  Additionally, if you would like to volunteer to help out with this regional effort, let us know.  If you have ideas for a topic you would like to see or a place to go for a happy hour, let us know.

"Preparing Your Practice for the Great Wealth Transfer", presented by Ruben Gonzalez, Retirement Director, Janus Henderson

This session will help 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 questionnaire and additional resources.

It is approved for one hour of  CFP®, CIMA, CPWA, CRPC and CRPS CE credit.

There is no charge to attend this breakfast, 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