Contact Greater Philadelphia Chapter of SFSP
1107 Paper Mill Road, Erdenheim, PA 19038
The Greater Philadelphia Chapter of the Society of Financial Service Professionals, together with Pennsylvania’s Institute of CPAs (PICPA) will present "Financial Planning, Retirement and Ethical Issues in Divorce" this January.
Breakfast and networking will begin at 7:30 a.m., followed by a panel discussion and question and answer session with Joslyn G. Ewart from Entrust Financial, LLC; Sheryl R. Rentz from Law Offices of Sheryl R. Rentz; and Edwin Rosenthol who is an individual practitioner.
The topics of discussion include identification and division of marital assets, defining the elements of child support, determination of insurance coverage for the innocent spouse, an investment portfolio analysis and more.
This is a great opportunity to learn about the ethical issues surrounding divorce, network with your professional peers from FSP and make new connections with PICPA member, all while earning continuing education credits*
Thank you to our event sponsor, CBIZ and Patricia M. Andris, Agent, New York Life Insurance.
(*Applied for CE, CLE, CPE and CFP)