Greater Philadelphia Financial Services Super Day

October 5, 2011
Greater Philadelphia Financial Services Super Day
DoubleTree Guest Suites640 West Germantown Pike
Plymouth Meeting, Pennsylvania

7:30 a.m. to 4:10 p.m.

Click here for directions.

7:30 to 8:30 a.m. - Networking, Registration, Breakfast

8:30 to 8:40 a.m. - Welcome

8:40 to 9:30 a.m. - "Economic Review and Outlook" Luke Tilley, Federal Reserve Bank of Philadelphia

10 a.m. to noon - "Why a Plan for Extended Care is an Essential Element in a Wealthy Client's Retirement Portfolio" Harley Gordon, HarleyGordon.net

1 to 1:50 p.m. "Fiduciary Facts, Fallacies, Trends and Traps" Blaine F. Aikin, AIFA, CFA, CFP, CEO, Center for Fiduciary Studies

2:10 p.m. to 3 p.m. "Estate Planning Under the Tax Relief Act of 2010", Michael Maransky , Managing Partner, Fox Rothschild, LLP

3:10 to 4 p.m. "Practice Management - Differentiate or Die!" Don Connelly, CEO, DonConnelly247.com

Highly respected speakers from across the region will present sales and motivational presentations during this diversified business expo and networking opportunity.

Speakers

Luke Tilley, Federal Reserve Bank of Philadelphia

Harley Gordon, HarleyGordon.net

Blaine F. Aikin, AIFA, CFA, CFP, CEO, Center for Fiduciary Studies

Michael Maransky , Managing Partner, Fox Rothschild, LLP

Don Connelly, CEO, DonConnelly247.com

Credits

CE and CFP Credits will be available, applying in DE, PA and NJ

Register

Click here for registration information.