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November 5, 2019 Education Meeting & Networking Event
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When: Tuesday, November 5, 2019
3:00 PM
Where: Maggiano's Littly Italy King of Prussia
205 Mall Blvd.
King of Prussia, PA  19406
Contact: Chris Stewart

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Please join us for our last Education event of the year. Both sessions are approved for CFP® CE.

This will be a late afternoon education session followed by cocktails & hors d'oeuvres.  As a thank you to our members, the drinks are on us!
Perfect timing for missing rush hour traffic both ways!

3:00-3:15 p.m. - Registration
3:15-4:15 p.m. - Session I
4:30-5:30 p.m. - Session II
5:30-7:00 p.m. - Networking, Cocktails (open bar) & Heavy
Hors d'oeuvres

Session I - "Student Loans 101"
  presented by Kyle Gallagher, GradFin
(Approved for one hour of CFP® CE Credit)
Kyle will discuss the student loan market today.  He will walk through the current choices for borrowers entering college then talk about some high level options for graduates to repay their loans or ever programs that could lead a borrower to have the loans forgiven. 

Session II - "Behavioral Economics and the Three Best Ways to Motivate Yourself to Save and Invest for the Future"
  presented by Joel Weintraub
(Approved for One hour of CFP® CE)

Buy high, sell low.  What would ever convince us to design such an investment scheme?  Don't blame it on the pre-frontal cortex, the section of the brain responsible for logical investing.  Surprisingly it's the amygdala, the emotional section of the brain, which is one of the reasons why a majority of novice and even a few "seasoned" investors seem to consistently come up short.  Discover how the amygdala constantly interferes with investor logic and profit.  Learn about the amygdala so it no longer has power over you and can no longer interfere with intelligent investment decisions.

Joel Weintraub is a 'humorous educator" who has managed to merge the formerly disparate worlds of comedy, finance, business and education.  To learn more about Joel, you can visit his web site at

Click on the register button below.


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