The Annual Fall Retreat/Ethics/Golf Outing is BACK IN-PERSON!!!!

Our annual Fall Retreat/Ethics is back in person!!!  This year's Retreat will feature a morning keynote/general CE session followed by two breakouts OR Ethics.  We're returning to the beautiful and private Radnor Valley Country Club.

Don't need any CE's??  Why not join us for an afternoon of golf with your FPA colleagues and friends, some of whom you have not been with in-person for a very long time!  Invite clients or friends and come out and have a relaxing afternoon on a beautiful private golf course at a reasonable price.  NEW THIS YEAR - if you don't golf, we are offering the fun option of Pickle Ball!


8:00-8:45 a.m. - Registration/Breakfast/Networking with sponsors
8:30-8:45 a.m. - Chapter President/Remarks/Welcome
8:45-9:45 a.m. - General CE Session

Estate Planning Themes For 2022 and Beyond
presented by

Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF

Chief Planning Officer, Buckingham Strategic Wealth and

In recent years, the need for "traditional" estate tax planning has dramatically decreased. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. This session will explore three key estate planning themes advisors can focus on for success in 2022 and beyond.  

Attendees will analyze the paradigm shift in end-of-life tax planning created by the ballooning estate/gift tax exemption, where for more than 99% of families, the primary focus has shifted away from estate tax minimization, and towards basis management and income tax planning.  

Advisors will also gain a deeper understanding of how today's rising interest rates impact estate planning for the "lucky" few families who still must contend with the Federal estate tax. Finally, the program will explore how the rise of the digital world has created a new and largely unaddressed wrinkle in estate planning: how to effectively transition "digital" assets, which may include assets with a monetary value, as well as assets with "just" personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.
Learning Objectives:

  • Understand how rising interest rates impact various estate planning strategies
  • Explore opportunities to maximize the step-up in basis and minimize 'lost' losses
  • Learn to identify clients' financial AND non-financial digital assets
  • Develop a plan for addressing digital assets within a clients overall estate plan

9:45-10:00 a.m. - Break with Sponsors

10:00 a.m.-Noon  

presented by 
M. Thomas Pablo, CFP®, Main Street Financial Solutions, LLC and Brett Danko, LLC

While we can't have Brett Danko back this year due to prior commitments, luckily, we have his colleague, Tom Pablo, who has the same entertaining and energetic style of presenting what is typically the driest and most boring of subjects...Ethics. We promise this will not be dry or boring!  You won't want to miss it. 

OR (if you don't need Ethics, you may choose to attend the breakout sessions)

10:00 - 11:00 a.m. Breakout Session I  

 "Level Up Your Marketing Through LinkedIn"

Gregory FCA Vice President, Social Media Laurie Roma and Vice President Haley Rosa will walk through actionable takeaways to amplify your marketing campaign. During this session, you will learn tips to leverage LinkedIn organically and develop other resources to curate a marketing program to elevate your brand.

(No CE is available for this session) 

11:00 a.m. - Noon - Breakout Session II

"Charitable Giving Strategies"

Helping Your Clients Choose the Right Giving Vehicle and Incorporate Philanthropy Into Their Financial Plan 

presented by

Justin Murphy, Senior Managing Director,  

Mid-Central Region, Foundation Source 

(One hour of CFP® & PA Insurance CE Credit Approved)

To effectively serve charitably minded clients, it's helpful to understand the various ways of incorporating philanthropy into a financial plan. By offering philanthropic guidance, advisors can connect with clients on a new and more holistic level.

This presentation offers pointers for developing a giving plan with clients. In particular, it explores private foundations and donor-advised funds, both of which are effective giving vehicles yet they offer different levels of control, authority, and philanthropic versatility. It discusses the structure and merits of each with respect to tax treatment as well as grant making, legacy, organizational and investment considerations. It also provides guidelines as to when each vehicle (or both) is the best option for clients.

12:00-1:00 p.m. - Barbecue Lunch on patio for Golfers (optional)

1:00- Shot-gun start for golfers (Modified Scramble format)

3:30 p.m. - Pickle Ball followed by cocktail reception

5:30 p.m. - Networking Cocktail Reception/Golf Awards

Please click here to register.