We hope you will join us on January 26th for our first Education meeting of 2023, IN-PERSON!.  We have two great speakers lined up to deliver presentations that are both timely and informative.  Both sessions have been approved for one hour of CFP® CE Credit each.

After the session we invite you to stay and have a cocktail, enjoy some great appetizers and network with our speakers and your colleagues.  This will also afford you the opportunity to miss the rush-hour traffic!

As you may or may not have heard, the CFP® Board will now be charging you $1.25 per credit hour for all CFP® approved courses.  Your Philly FPA Chapter will be covering the cost of these credits when you attend our CE events.

The attendance fee also includes all food & beverages.


3:15-4:15 p.m.

"Regulatory Update:  2022 Highlights and Outlook for 2023"


  • Frank Maher, MBA, VP, Industry & Regulatory Strategy National Accounts, Transamerica

This presentation will outline some of the highlights from 2022 and the legislative agenda for 2023.  Topics will include Reg BI updates, DOL's Fiduciary Rule updates, and SECURE 2.0 updates.  Frank will cover what we need to know about impacts to our industry and to our clients. Among other things we will cover:

One hour of CFP® CE Credit approved.

4:15-4:30 p.m. - Break

4:30-5:30 p.m. 

"2023 Economic and Market Outlook" Navigating the Year Ahead


  • Sean Clark, CFA® and Chief Investment Officer, Clark Capital Management

Sean will provide an overview and outlook on the economy and capital markets from a fundamental and historical standpoint.
At this session you will learn:

  • The key economic indicators we're monitoring to assess recession risk
  • How inflation, Fed policy, and corporate earnings may impact investors' portfolios
  • The major talking points for conversations with your clients, so you can help them stay on track to achieve their long-term goals and objectives
  • Investment ideas to navigate today's changing markets

One hour of CFP® CE Credit approved.

Please click on the Register Now button below.