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June 2015
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Thursday, June 25, 2015

Professional Development Seminar - "Financial Planning 101"

11:00 AM - 01:30 PM Eastern Standard Time



What You Need to Know About Life Event Planning and the Tax Implications

Want to better manage your personal finances? 

Please join us for a financial planning discussion lead by two industry professionals.

Discussion topics will include investment planning for life events, including college and retirement, as well as the tax implications of these investments. Understanding how these topics work together is important for laying the groundwork for a solid financial foundation. 

This event is intended to help you to understand some of the most important and basic financial concepts to build a more financially secure future.

SPEAKERS: 
LaVon Chancy, JD, CPA, Director of Tax Services, Milligan & Company, LLC
Ty McGilberry, Associate, Wechsler Marsico Simpson, Wealth Management Services 

DATE: 
Thursday, June 25, 2015 

PLACE: 
Hampton Inn
1301 Race Street
Philadelphia, PA 19107

TIME:
11:00 AM - 1:30 PM
(includes lunch, presentation, group discussion)
COST:
Members = $0.00
Non-members = $35.00

RSVP DEADLINE:
Friday, June 19, 2015 

 

 

REGISTER HERE

 

 

 

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