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Upcoming Events

Greater Philadelphia Chapter of SFSP

GP-SFSP September 18, 2014 Educational Event - Technology Forum

Radnor, PA
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... read more
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Past Events

Business is Brewing!

Business is Brewing!

Downingtown, PA
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

Ethics and the Financial Services Industry: A Panel Discussion

Ethics and the Financial Services Industry: A Panel Discussion

Radnor, PA
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

21st Annual Professionals Dinner with Phil Martelli

21st Annual Professionals Dinner with Phil Martelli

Malvern, PA
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

Breakfast Panel Discussion: Corporate Venture Capital

Breakfast Panel Discussion: Corporate Venture Capital

Philadelphia, PA
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 Ball

Healthcare Crystal Ball

Radnor, PA
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 Succession Planning

Business Succession Planning

Radnor, PA
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

Retirement Plans After the Fiscal Cliff

Retirement Plans After the Fiscal Cliff

Radnor, PA
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

Federal Reserve Economic Update

Federal Reserve Economic Update

Radnor, PA
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

FSP September Meeting: Tax Strategies

FSP September Meeting: Tax Strategies

Radnor, PA
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

Spring Social & Phillies Game

Spring Social & Phillies Game

Philadelphia, PA
Networking - Style - Phillies game -- It's a Winning Combination!   We will kick off our event at The Stadium Holiday Inn with networking, cocktails, hors d'oeuvres and a dynamic presentation by Janelle Moore, Style Consultant for J. Hilburn. (read more about J. Hilburn below)   Following our pre...
Wednesday, June 19 2013 4:30 PM 10:00 PM

Greater Philadelphia Chapter of SFSP

Mailing Address

1107 Paper Mill Road, Erdenheim, PA 19038
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