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30th Annual Spring Symposium
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Mark your calendar now to attend the Annual Spring Symposium. Registration is now open.

When: Wednesday, May 17, 2017
8:00 a.m.
Where: Penn State Great Valley
30 E. Swedesford Road
Malvern, PA  19067
United States
Contact: Chris Stewart

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We hope you will join us for our very special 30th Annual Spring Symposium at Penn State Great Valley Campus in Malvern.  At the request of many members, we are starting an hour later this year.  Breakfast and lunch are included and the cost is the same as it has been for the last 10+ years!!

We have an exciting line-up of speakers and topics that we are sure you will want to hear and will consider valuable to your business, including:

  • Peter Stahl on Health Care and Long Term Care
  • Diane MacPhee on Succession Planning
  • Fran Kinniry (morning keynote) on Geopolitical Change and the Future of the Advisory Business
  • Nick Maningas on Reverse Mortgages as part of a Retirement Distribution Plan
  • Chris Alwine on Municipal Bonds
  • Daniel Crosby (afternoon keynote) on Investor Behavior

For a more in-depth description of each topic, please click here.  A total of five (5) CFP® CE Credits and 5 PA Insurance CE Credits are pending approval at this time.

We look forward to seeing you and registration is now open.  Click here to register.

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P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us