UPCOMING MEETINGS

Below is a list of events for the 2017-18 calendar year. These details are tentative until the registration link opens for reservations. Please use these date to 'save the date' in your calendar, but please check back to register and confirm details.

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June 27, 2018 - Year-End Meeting
PLEASE NOTE UPDATED DATE

Topic:  Wealth Building Cornerstone – modern day retirement planning options

Presenter: Anthony Mento, CFP, LIFE Brokerage, LLC, SFSP DE Premier Sponsor 
Location:
Main Event, Christiana Mall new complex between Best Buy and Marshalls

Meeting Time: 3:00 PM - 4:30 PM in private room.

Happy Hour to follow: Buffet style apps and two drink tickets per person for happy hour. There will be pool tables and shuffleboard area available for happy hour. Join us for our  final educational and networking event for the year and enjoy casual and fun networking at the happy hour that will follow.


Anthony's presentation was well-received last year and prompted much interest. Join us as we thank LIFE Brokerage Premier Sponsor and Anthony Mento for their knowledge and support of our chapter.


Course Description: This course will provide education on financial tools available to consumers in modern day retirement planning. The different vehicles for retirement are investments, deferred annuities, immediate income annuities and insurance protection. We will show how permanent life insurance is needed as a back stop throughout retirement so the client can spend down their assets more aggressively, especially when they have a spouse. 


Course Objective: The purpose is to explore the various pre/post retirement vehicles and use them in the most efficient format for the most efficient way to retire. We want to reduce volatility from our portfolio in retirement and maximize our legacy without income disruption. Tax free income is key as well as guaranteed liquidity.


REGISTER


​​COMPLETED MEETINGS 


May 17, 2018
Case Study Collaboration
Time: Breakfast mtg
Presentation: 9:00 am – 11:00 am
Location: Ed Oliver's Golf Course Banquet Room
​Moderator: Ray Ianni, Financial Advisors of Delaware Valley plus 4 diverse panelists.

April 19, 2018
Topic: Robo-Advisors and the Modern Financial Services Office
​Presenter: Justin Smith, CFA, CFP, Smith Partners Wealth Management


March 2018 CE Full Day Symposium - Joint  meeting with NAIFA Delaware

Location: Frog Hollow, Middletown, DE


February 20, 2018
Topic: Economy and Stock Market
Presenter: Stephen Chiavarone, Federated Investments

January 18, 2018
Topic: Tax Update
Presenter: Valerie Middlebrooks, CPA, Belfint, Lyons, Shuman


December 12, 2017
Topic: Understanding the Financial Aid Process and College Savings Solutions
Presenter: Roger J. Michaud, Franklin Templeton Distributors, Inc.

November 15, 2017
VTC: Educating Clients in the Management of  Student Loan Debt
Location: Financial Advisors of Delaware Valley
CEs: (2) CIE, CFP, PACE, CLE, CPE, Bankers


November 1, 2017
Journal Live
Topic: HSAs "The Health Savings Account Strategy" 
Presenter/Moderator: Adam Necelis, CPA

October 17, 2017
Joint meeting with NAIFA Delaware
All Day CE Symposium
Earn up to 8 insurance CEs.

Location: Frog Hollow Golf Course Banquet Room, Middletown, DE


October 5, 2017
Topic: Fees at a Crossroads
Speaker:  Arthur F. Worthington
Southeast Region, SEI Advisor Network
Location: University and Whist Club Breakfast Meeting
Time: 8–9:30 a.m.
CE: Filing DE + PA Insurance / CFP / CLE


June 6, 2017 Year-end Social! 
Topic: Best Practice in Gathering, Managing, and Servicing Defined Contribution Plans
Presented by: Principal Financial Group/Financial Advisors of Delaware Valley


May 17, 2017
Topic: Special VTC
Social Security & Medicare Strategies for Middle Income Clients: Plan Today to Secure Tomorrow

April 25, 2017 (Tuesday)
Premier Sponsor, LIFE Brokerage will present
Client Centric Estate Planning
Speaker:
Anthony Mento, CFP, LIFE Brokerage, LLC


March 28 CFP Board Ethics Program
Rita Cheng, CFP (Chief Executive Officer at Blue Ocean Global Wealth) at Blue Ocean Global Wealth and Blue Ocean Global Technology

February 21, 2017
Guide to the Markets
Speaker: Alex Diorio, JP Morgan Funds 


January 17, 2017
Journal Live / Topic: How to Increase the Odds of a Successful IRA Conversion 
Moderator: Dave Beam, CPA


December 7, 2016

Communicating your Value, Discussing Fees with your Clients
Speaker: Danny Cohen, CRPC, John Hancock Investments


November 17, 2016 – Thursday
SFSP Greater Philly Chapter special meeting open to SFSP Delaware members


November 16, 2016 – Wednesday
VTC: Supplemental Retirement Plans for Executives & Entrepreneurs

November 15, 2016 – Tuesday
Year End Tax Update
Speaker: Adam Necelis, CPA, Belfint, Lyons, Shuman, P.A.


October 4, 2016 – Tuesday
All Day Networking and CE Symposium 
Earn up to 8 CEs 
Topics to Include: 

  • Creating an Excellent Client Experience
  • Business Succession Planning
  • Ethics Presentation: Reflections of Selfishness and Self-Interest
  • Taxation of Life Insurance and Annuities
  • Life Settlement
  • Consumer Directed Health Care / Disability Income Planning

September 13, 2016 – Tuesday
Step It Up: Strategies to "Fix" a Credit Shelter Trust to Double Your Step-Up in Basis
Speaker: Jennifer E. Smith, Esq., Cooch and Taylor, P.A.

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2015– 16 year completed


June 14, 2016 – Tuesday
Chapter Annual Meeting / Social –
Premier Sponsor LIFE Brokerage, LLC will present:

Effective Strategies for Pass-Through Business Entities

May 17, 2016 – Tuesday
Making Risk Matter
Speaker: MaryAnn Pasquarello Stauffer
Vice President Goldman Sachs Asset Management
Sponsor: Goldman Sachs 

May 5, 2016 – Thursday
23rd Annual Greater Philly SFSP Chapter Professionals Dinner with keynote speaker


March 15, 2016 – Tuesday
LTC/ Med Sup Meeting
Two Speakers: 1. Nicole Marchand, CLTC, HTA Financial Services will present: Long Term Care: One Size Does Not Fit All (1 LTC CE) 2. Nick Moriello, RHU Health Insurance Associates will present: Bridging the Gap–Health Insurance for the Retiree 

February 17, 2016 – Wednesday
Retirement's Hidden Agenda From "Money Changes Everything" to "Money Isn't Everything"
Format:  Journal Live
Presented by: Fred Dawson, ChFC, CLU,  Bassett, Dawson & Foy, Inc Wealth Solutions

January 19, 2016 (Tuesday)
Understanding Delaware Lawyers' Rules of Professional Conduct – Representing a Client with Diminished Capacity
Speaker: Beth Miller, Esq,, Morris James
This CE session will help you meet your Ethics CE requirements

December 8, 2015 (Tuesday)
Compelling Wealth Management Conversations
Speaker: Josh Broad, CRPC, Oppenheimer Funds, Inc., VP Senior Advisor
Sponsor: Oppenheimer Funds

November 11, 2015 (Wednesday)
Techniques and Strategies for Creating a Retirement Income You Can Live With
This (VTC) video teleconference is a collaboration between The American College and the Society of FSP. 
Program Overview: How do you talk to clients about retirement? 

October 27, 2015 (Tuesday)
Journal Live: Counseling Clients on their IRA Beneficiary Designation Options: The Impact of the Recent U.S. Supreme Court Case, Clark v. Rameker
January 2015
Speaker: Valerie M. Carr, Esquire
Topic: Counseling Clients on their IRA Beneficiary Designation Options: The Impact of the Recent U.S. Supreme Court Case, Clark v. Rameker January 2015

September 15, 2015 (Tuesday)
Digital Assets: We are Living (and Dying) in a Digital World: Estate Planning for Digital Assets and Accounts
Speaker: Trish W. Hall, JD, Connolly Gallagher LLP
Topic: Digital Assets

August 12, 2015  –  9:00 am to 3:30 pm
Society Summer School
Looking to grow and manage your business?

This event is all about doing business, now and in the coming years. 


October 21 –
State of the Chapter Breakfast meeting
Speaker: Lawrence L. Bell,  JD, LTM, CLU, ChFC, CFP, AEP
Presentation: Buy Sell Arrangements – Tax Due Diligence
Sponsor: Pillar Wealth Advisors


November 25
Journal Live
Journal Live followed by Wine Tasting

December 16 –
Economic Outlook
Speaker: Dr. Butkiewicz
Topic: 2015 Economic Outlook

Sponsor: Brown and Brown, Private Client Group


January 22 –
Tax Planning Update

Speakers: Mike Kelly, CPA and Karly Laughlin, CPA from Belfint • Lyons • Shuman
Topic: Tax Planning Update
Sponsor: Jackson National


February 12 –
Delaware Elder Law Planning Summit
(Joint meeting with NAIFA DE)
3 speakers:
Dr. Marion, a recognized visionary and thought leader in the elder field, Dr. Marion Somers, Ph.D. has more than 40 years of experience as a geriatric care manager, caregiver, author, speaker, and teacher of all
things elder care.
W. Wade Scott, Esq., believes that estate planning is a collaborative relationship-–based process, not simply the filing of documents. After all, you're choosing an advisor upon whom your loved ones will depend.
Chris Collins, from MIllcroft Senior Living will give an inside look into all things senior care.


February 26 –
Journal Live Discussion
A discussion of pre-selected current articles on recent and relevant topics to foster idea sharing and business growth among our peers. Articles will be emailed when your registration is received. 


March 19 –
Current Trends in Trust Planning
Speaker: Tom Forrest, one of the preeminent trust experts in the country. He will share with us the most current and relevant planning strategies regarding trusts in 2015.

April 16 –
Hot Topics in 401K and Cash Balance Plans for Dummies
Speakers: Brad Arnold, Esq., Limestone Pension and Autumn Katzenmoyer, QKA, Principal Financial Group will do a joint presentation

May 12 –
Succession Planning for Family and Closely Held Businesses
Speaker: Jim Aussem