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Upcoming Events

Greater Philadelphia Chapter of SFSP

GP-SFSP April 5, 2017 Membership Lunch

Philadelphia, PA
Date:  Wednesday, April 5, 2017Time:  12:00pm – 1:00pmNEW CENTER CITY LOCATION:  Stradley Ronon Stevens & Young, LLP, 2005 Market Street, Suite 2600, Philadelphia, PA 19103-7018***This is the inaugural lunch social of the ... read more
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Past Events

GP-SFSP March Membership Committee Coffee/Networking Event

GP-SFSP March Membership Committee Coffee/Networking Event

Berwyn, PA
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

GP-SFSP March 8, 2017 Breakfast Meeting

GP-SFSP March 8, 2017 Breakfast Meeting

Wayne, PA
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

GP-SFSP January 19, 2017 Breakfast Meeting Live or Streamed

GP-SFSP January 19, 2017 Breakfast Meeting Live or Streamed

Wayne, PA
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

GP-SFSP November 17, 2016 Breakfast Meeting

GP-SFSP November 17, 2016 Breakfast Meeting

Wayne, PA
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

GP-SFSP October 20, 2016 Breakfast Meeting

GP-SFSP October 20, 2016 Breakfast Meeting

Wayne, PA
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

GP-SFSP September 30, 2016 Breakfast Meeting

GP-SFSP September 30, 2016 Breakfast Meeting

Wayne, PA
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

GP-SFSP September 15, 2016 Breakfast Networking Meeting

GP-SFSP September 15, 2016 Breakfast Networking Meeting

Wayne, PA
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

GP-SFSP Phillies Night

GP-SFSP Phillies Night

Philadelphia, PA
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

GP-SFSP June 23, 2016 Breakfast Networking Meeting

GP-SFSP June 23, 2016 Breakfast Networking Meeting

Wayne, PA
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

GP-SFSP May 19, 2016 Breakfast Networking Meeting

GP-SFSP May 19, 2016 Breakfast Networking Meeting

Wayne, PA
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

Greater Philadelphia Chapter of SFSP

Mailing Address

PO Box 460 Collingswood, NJ 08108
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