In this presentation attendees will learn how the ownership of digital assets and accounts impact the estate planning process. Topics of discussion will include: Defining Digital Assets How to Identify, access and control digital assets when the time comes Issues surrounding the online existence...
Thursday, September 18 2014 7:30 AM — 9:30 AM
Join us at Victory Brewing Company in Downingtown, PA for our year end education event! Highlights of the event include beer and food pairing education, brewery tour, and a speaker to educate us on the history of the brewery and industry. Cost is $25 for members and $45 for nonmembers. (Located a...
Thursday, June 19 2014 3:30 PM — 7:00 PM
Our panel of multi-disciplined experts discuss the various facets of their practice that present ethical issues, how they work through ethical business matters and what external forces assist in shaping how they build a set of ethical guidelines to govern their business activities. Legal, Account...
Thursday, May 15 2014 7:30 AM — 9:30 AM
This reception and dinner is the financial and insurance community's premier networking and social event of the year. You will have the oppurtunity to spend time with the top financial and insurance leaders in the area. Bring your clients, colleagues, spouse, friends, and support staff to this en...
Thursday, April 24 2014 5:30 PM — 9:30 PM
Learn about how corporate venture capital effects both new ventures and investors. Breakfast will be provided.
Thursday, March 20 2014 8:00 AM — 9:30 AM
Healthcare Crystal BallJoin the Society of Financial Services Professionals for our next Educational Seminar, being held on February 20, 2014, at the Villanova Conference Center.Course Numbers: PA - 115667 NJ - 88889733 DE - 48833 A variety of topics regarding Healthcare will be discussed inclu...
Thursday, February 20 2014 8:00 AM — 10:00 AM
Business Planning in 2014: Not Your Father's Business Succession Plan Villanova University Conference Center - Thursday, January 16, 2014 Join the Society of Financial Services Professionals for the January educational seminar held in cooperation with PICPA on January 16 at the Villanova Confere...
Thursday, January 16 2014 8:00 AM — 10:00 AM
Post Fiscal Cliff... what happens now? Retirement Plans After The Fiscal Cliff Presented by: JO-ANN MASSANOVA, CPC, QPA, ERPA, CLU, CHFC, President/Owner, Estate & Pension Advisory BoardRETIREMENT PLAN CONSULTANT with 25 years experience and expertise in New Business Development / Business Stra...
Thursday, November 21 2013 7:30 AM — 9:30 AM
The Greater Philadelphia Chapter will host its 2nd annual economic update presented by the Federal Reserve Bank of Philadelphia. Special Guest Speaker: Ardy Lynn Wurtzel Registration, Networking & Breakfast: 7.30 am Program, followed by Q&A Session: 8.15 – 9.30 am NO CHARGE for Current SFSP...
Thursday, October 17 2013 7:30 AM — 9:30 AM
Kick off the fall with the Greater Philadelphia Chapter of FSP! The Greater Philadelphia will start off the year with a Tax Strategy Seminar, presented by Kelly Clark of Bradford and Company. This is one you don't want to miss! Give Yourself a Raise... Attend Tax Strategies for the Self-Emplo...
Thursday, September 19 2013 8:00 AM — 10:30 AM