Please join us for our 36th Annual Spring Symposium. We are back to in-person at the Penn State Great Valley Campus in Malvern.

Register by March 17th to receive a $45 discount off the regular price of $195!  Seven (7) CFP® & PA Insurance CE Credits pending approval at this time..


8:00 am - Breakfast/Networking

8:45 am - Welcome & Announcements- Bryan Dalesandro, 2023 President

9:00 am - Real Estate Tax Strategies: 1031s | DSTs | 721s | Opportunity Zones with Chris Yost

9:55 am - The Great Resignation, and the Implications on Boomers with Marcia Mantell - (CFP® CE Approved)

11:00 am - Current Trends in Special Needs Planning- Key Tools & Strategies Every Advisor Needs to Know with Cynthia Haddad

1:00 pm - Applied Behavioral Finance: How to Integrate Behavioral Finance in your Financial Planning Practice with Dr. Mary Bell Carlson - (CFP® CE Approved)

2:00 pm - Designing More Optimal Retirement Portfolios

3:00 pm - Understanding The Current Investment Cycle with Phillip Colmar - (CFP® CE Approved)

4:00 pm - Determining Your Retirement Income Style with Wade Pfau - (CFP® CE Approved)

5:00 pm Happy Hour - Fox Barn at Twenty9 (registration includes happy hour)

Registration fee includes, Breakfast, Lunch, Post-Symposium Happy Hour AND, we are picking up the tab to process all of your CFP® CE credits (which the CFP® Board now charges you for!).

Don't delay, register today to get your discount!