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May 15, 2019 - 32nd Annual Spring Symposium
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5/15/2019
When: Wednesday, May 15, 2019
8:00 AM
Where: Penn State Great Valley Campus
30 East Swedesford Road
Malvern, PA  19355
Contact: Christine Stewart
215-295-0729

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FPA Philadelphia - 32nd Annual Spring Symposium

It will be a great combination of CE approved and practice management sessions. You choose!
You can earn up to 5 CFP® CE credits (see agenda for current approvals) and
5 PA Insurance CE (pending approval at this time).

SESSION DESCRIPTIONS - Click here for a printable version.

AGENDA - Click here to download the agenda for the day.
 

Meet Our Keynotes
 Morning Keynote:  Mid-Day Keynote:  Afternoon Keynote:



Ryan Donovan
Vanguard Financial Services

"Retaining NexGen Heirs"
Maribeth Kuzmeski
Red Zone Marketing

"Marketing Magnetism"
Jeffrey Levine, CPA/PFS, CFP®, CWS, MSA
Director of Advisor Education for Kitces.com

"9 Critical IRA Errors Advisors Must Avoid"

In addition to our 3 Keynotes, there are also 3 breakout sessions featuring a wide range of topics to choose from (both CE approved and practice management).

Don't miss this great day! Breakfast, lunch and 5 CE Credits are all included for the same low price of $195 (members), which has not changed in 11 years!

We look forward to seeing you at this very special 32nd Annual Spring Symposium.

 

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