Please join us for our VIRTUAL 34th Annual Spring Symposium!
In light of the continuing COVID restrictions around in-person events and the inability to host a live Spring Symposium, we are offering all of the Symposium sessions over a period of 2 days, beginning on May 11th and ending on May 12th.
This will allow you the opportunity to participate in any individual session that appeals to you or all of the sessions. We hope that you will support your chapter by attending this very special 34th Annual Spring Symposium.
The cost for members to attend this virtual symposium is $75 (whether you attend one or all of the sessions).
Once again, we will be presenting on the Zoom platform. It is best viewed on a laptop or PC. On May 10th, log-in information for the Virtual Symposium will be send to all paid registrants.
AGENDA
Tuesday, May 11 - Day 1
9:00 - 10:00 a.m.- "Psychology of Financial Planning: DE&I-Best Practices"
Emily Pitts, General Partner, Edward Jones (Retired)
(No CE offered for this session)
10:15-11:15 a.m.- "Federal Estate Tax for 100% of Us"
Robert M. Maxwell, J.D., Director of Estate & Trust Settlement, The Glenmede Trust Company, N.A.
(One hour of CFP® CE Credit Approved)
(One hour of PA Ins. CE Credit pending approval)
11:30 a.m. - 12:30 p.m. - "Understanding Bitcoin and Digital Assets"
Adam Blumberg, CFP®, Co-Founder, Intraxis
(One hour of CFP® CE Credit approved)
(One hour of PA Ins. CE Credit pending approval)
Wednesday, May 12 - Day 2
12:00-1:00 p.m. - "Unlocking Growth with Specialization"
Patrick Brewer, CFA, CPA, Founder & CIO, SurePath Wealth Management
(No CE offered for this practice management session)
1:15-2:15 p.m. - "It's Just Math" - Portfolio Construction
Eileen Ward, Regional VP, LoCorr Funds
(One hour of CFP® CE Credit approved)
(ONe hour of PA Ins. CE Credit pending approval)
2:30-3:30 p.m. - "The Convergence of Health Care & Financial Planning: 2021 and Beyond"
Peter Stahl, CFP®, President, Bedrock Business Results
(One hour of CFP® CE Credit approved)
(One hour of PA Ins. CE Credit pending approval)
Click HERE to register.
We would like to take a moment to thank all of our speakers and sponsors for their unwavering support and flexibility in our collective efforts to bring this event to you.
