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November 8, 2018 CE Breakfast Meeting
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 Export to Your Calendar 11/8/2018
When: Thursday, November 8, 2018
8:00 AM
Where: Map this event »
Maggiano's Restaurant
205 Mall Blvd.
King of Prussia, PA  19406
United States
Contact: Christine Stewart
215-295-0729

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You are cordially invited to attend our last Education event of the year....a breakfast in King of Prussia.                                                        REGISTER HERE

AGENDA

8:30-9:30 a.m. - Registration & Hot Breakfast Buffet



9:30-10:30 a.m. - Session I  - "An Estate Planner's Perspective on the New Tax Law""
  presented by Gary Altman, CFP®, Principal Attorney, Altman & Associates

Understand the future of estate planning after the new tax law and why estate planning is even more important than ever for your clients.  Learn about how to achieve a new basis for assets held in irrevocable trusts, as well how to minimize income taxes on assets earned by irrevocable trusts.  Understand the new meaning of "irrevocable" - that it can only be changed with difficulty and cost.
 


10:40-11:40 a.m.  Session II - "Wow Your Clients!"
  presented by Michael Byrnes, President of Byrnes Consulting

This presentation will cover:
  • The benefits of happy clients
  • How to build advocates
  • Why researching clients makes sense
  • How to improve client interactions, communications and events
  • Why different client service models often make sense
Attendees will learn from Mike's expertise around the principles of communication in the new digital age.

Note:  2 Hours of CFP® CE and 2 Hours of PA Insurance CE credits pending approval
 
We hope you will join us!

REGISTER HERE.
 

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