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Upcoming Events

Greater Philadelphia Chapter of SFSP

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. Br... read more
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Past Events

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

Estate Planning for Non-Traditional Families

Estate Planning for Non-Traditional Families

Radnor, PA
May Education Program and Networking Breakfast   Estate Planning for Non-Traditional Families Presented by Stephanie Pahides Kalogredis   Ms. Kalogredis concentrates her practice in Estate Planning and Estate and Trust Administration and Wealth Transfer and Succession Planning working primarily ...
Thursday, May 16 2013 7:30 AM 9:30 AM

20th Annual Professionals Dinner

20th Annual Professionals Dinner

Malvern, PA
The Greater Philadelphia Chapter of the Society is proud to host it's 20th Annual Professional's Dinner featuring keynote speaker Michael Smerconish. Professionals Dinner is the premier networking event of the year. Professionals from the insurance, investment, accounting, legal, banking and fina...
Wednesday, April 24 2013 5:30 PM 9:30 PM

Joint Program with Drexel University: How Investors Make Decisions

Joint Program with Drexel University: How Investors Make Decisions

Philadelphia, PA
GP-SFSP and Drexel University's LeBow College of Business Joint Event Please join us for an expert panel discussion with Drexel researchers and financial advisors to gain insight on how emotions and psychology can have an impact on conventional finance theories.   Co-sponsored by Drexel Universit...
Thursday, March 21 2013 7:30 AM 10:00 AM

Hosted By Greater Philadelphia Chapter of SFSP

Mailing Address

1107 Paper Mill Road, Erdenheim, PA 19038
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