Please join us for our VIRTUAL 33rd Annual Spring Symposium!
5.5 CFP® CE Credits Available!!
4 PA CE Credits pending approval
Note: some speaker times and dates have changed!!
Click here for updated agenda and to read about all of the sessions.
In light of the recent unprecedented events in our country and the inability to host a live Spring Symposium, we are offering all of the Symposium sessions over a period of 3 days, beginning on May 12th and ending on May 14th.
This will allow you the opportunity to participate in any individual session that appeals to you or all of the sessions, thereby allowing you to obtain more CE credits than you would have been able to get at a live event.
We hope you will support your chapter and attend this very special 33rd Annual Spring Symposium!
The cost for members to attend this virtual symposium is $75 (whether you attend one or all of the sessions).
We will be presenting on the Zoom platform, so we ask you to download the Zoom app on your device now to prepare for this event. It is best viewed on a laptop or PC.
On May 8th, we will send all of the log-in information to access the Virtual Symposium to all paid registrants.
We would like to take a moment to thank all of our speakers and sponsors for their unwavering support and flexibility in our collective efforts to bring this event to fruition.
Tuesday, May 12 - Day 1
1:00 p.m. - 2:00 p.m. - "The Importance of a Promise" - Kay Spatafore (No CE offered)
2:00 p.m. - 3:00 p.m. - "W&I Research Masterclass - Building Ideal Relationships with Women Clients" - Cesar Bastidas (One hour of CFP® CE approved; One hour of PA Insurance CE credit pending approval)
Wednesday, May 13 - Day 2
9:00 a.m. - 10:00 a.m. - "The SECURE Act Changes Retirement (and Other) Planning" - Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA (One hour of CFP® CE approved; Onne hour of PA Insurance CE Credit pending approval)
10:00 a.m. - 11:30 a.m. - "The CARES Act - New Rules, Planning Strategies and Opportunities" - Jeffrey Levine (One hour of CFP® CE approved; On e hour of PA Insurance CE Credit pending approval)
11:30 a.m. - 12:30 p.m. - "The Power of Cash Flow Planning" - Melissa Tosetti, Founder, The Savvy Life (One hour of CFP® CE approved; One hour of PA Insurance CE Credit pending approval)
Thursday, May 14 - Day 3
1:00 p.m. - 2:00 p.m. - "Transform Your Business for Generational Success" - Jennifer Goldman (One hour of CFP® CE pending approval)
2:00 p.m. - 3:00 p.m. - "Working From Home: Remote Business Best Practices" - Jennifer Goldman (No CE offered)