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Personal Financial Planning Conference

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Download the brochure

Wednesday, Nov. 5
Crowne Plaza Valley Forge, King of Prussia

Understand how the application of Monte Carlo analysis can lead to better
recommendations for clients.
Discuss the importance of IRAs and 401(k)s to the baby boomer generation.
Learn important rules every advisor should know when it comes to taxation of deferred annuities.
Find out where Congress is headed with estate tax legislation as we get closer to 2010 and estate tax repeal.
Obtain hands-on knowledge of the most effective client development activities for professional service firms.

Thanks to the following for their support of this conference:

Bollinger Insurance Solutions
Citizens Bank


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Personal Financial Planning Conference

Wednesday, Nov. 5 Crowne Plaza Valley Forge, King of Prussia

Wednesday, Nov. 5
Crowne Plaza Valley Forge, King of Prussia