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September 26, 2019 CE Study Group in Conshohocken
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9/26/2019
When: Thursday, September 26, 2019
8:00 AM
Where: Ameriprise Financial Services, Inc.
161 Washington St., Ste. 1300
Conshohocken, PA  19428
United States
Contact: Christine Stewart
215-295-0729

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Please note that this is a change from the originally scheduled topic and speaker for this date and Study Group.

Please join us for a CE Study Group breakfast in
Conshohocken.
                                                                             
Topic: "Responsible Investing is Good Business"
      presented by Cory McGrath, Regional Representative, Eaton Vance
(One hour of CE approved for CFP, CPA and IMCA designations)

This presentation will discuss an approach to investing that deeply resonates with ultra-HNW families, women, and millennials.  The presentation will demystify this rapidly growing discipline by reviewing the history, clarifying the terminology and presenting a compelling case for initiating conversations with clients.  Responsible investing can make the world a better place, allow clients to align their values and portfolios without sacrificing performance, and present a significant opportunity for the growth and success of your practice.

Coffee and bagels provided. 

Pre-registration is required.

Cancellation Policy:  48 hours notice required to ccstewart@comcast.net

REGISTER HERE

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