Date: Wednesday, March 29, 2017Time: 8:00 am - 9:00 amLocation: Ellis Investment Partners, 920 Cassatt Rd., 200 Berwyn Park, Suite 115, Berwyn, PA 19312 The membership committee of the Greater Philadelphia Chapter of the Society of Financial Service Professionals is going to be hosting a netw...
Wednesday, March 29 2017 8:00 AM — 9:00 AM
We’ve all heard of Robo Advisors but what are they really? Justin Smith, CFA, CFP will walk us through the history of Robo Advisors and the differentiating factors between the most prevalent ones. More importantly, he will highlight the underlying issues that have brought on the popularity of aut...
Wednesday, March 8 2017 7:30 AM — 9:30 AM
Date: January 19, 2017Time: 7:45 am - Breakfast, 8:15 am - 9:15 am Educational ProgramTopic: Life SettlementsOur Presenter will be from CoventryLocation: Mid-Atlantic Business Center, 550 E. Swedesford Rd., Wayne PA
Thursday, January 19 2017 7:30 AM — 9:30 AM
Date: November 17, 2016Time: 7:45 am - Breakfast, 8:15 am - 9:15 am Educational ProgramTopic: Update from the Federal Reserve BankSpeaker: Ryo TashiroLocation: Mid-Atlantic Business Center, 550 E. Swedesford Rd., Wayne PA
Thursday, November 17 2016 7:30 AM — 9:30 AM
Date: October 20, 2016Time: 7:45 am - Breakfast, 8:15 am - 9:15 am Educational ProgramTopic: HR Issues and Fair Labor Standards ActSpeaker: Diane Campanile, SHRM-SCP, Lyons CompaniesLocation: Mid-Atlantic Business Center, 550 E. Swedesford Rd., Wayne PA
Thursday, October 20 2016 7:30 AM — 9:30 AM
As a self-employed insurance and financial professional, you know it's not how much money you make that matters, but how much money you keep!Especially now, with the higher tax rates.You might have a great bookkeeper or CPA handling your taxes, but that person is not involved in the day-to-day de...
Friday, September 30 2016 7:30 AM — 10:30 AM
Join GP-SFSP and Andrew Rubin, CLU, ChFC from Rubin Goldman and Associates for their monthly breakfast networking meeting and a case study presentation on how an individual practitioner developed and built a firm practice.
Thursday, September 15 2016 7:30 AM — 9:30 AM
Join GP-SFSP For a Night of Networking and watch the Philadelphia Phillies take on the Pittsburgh Pirates! Date: Tuesday, September 13, 2016 Game Time: 7:05 pm Cost: $35 per ticket Food and Beverage Provided. GP-SFSP will have seats in a suite to enjoy the game and networking with other m...
Tuesday, September 13 2016 7:00 PM — 10:30 PM
More than 25% of U.S. wealth is held in the form of IRAs and tax-deferred employee benefit plans. In fact, over one trillion dollars is poised to transfer to baby-boomers over the next 10 years in the form of tax-deferred investments. IRAs are now one of the most valuable assets to pass wealth f...
Thursday, June 23 2016 7:30 AM — 9:30 AM
Come out to hear John Capasso, President and CEO of Captive Planning Associates. John will outline what a Captive Insurance Company is, Areas of IRS focus, Captive Insurance Basics, Risk Management and Underwriting, Regulatory Review/Domicile Consideration & Formation, Current Trends in ART, and...
Thursday, May 19 2016 7:30 AM — 9:30 AM