South Jersey Chapter CE Breakfast Meeting
South Jersey Chapter Calendar
Tuesday January 12, 2016
CHAPTER CE BREAKFAST MEETING!
SUBJECT: "Technology in the Modern Financial Services Office"
SPEAKERS: Daniel Brady, CFP®, CLU® and Brandon Abe, CFP®, Planning Capital Management
LOCATION: The Mansion at Main St., Voorhees, NJ
TIME: Breakfast 7:45 AM - Program 8:30 - 10:30 AM.
COST: $30 for pre-registered members and credentialed guests of members. Onsite registration $35. Non-members $50
Hi-speed Micro Computer trading, Robo-Advisors, marketing through social technology, iPhone and tablet planning and trading . . . what's going on?!? Is the day of the financial service practitioner waning or is it about to take a quantum leap forward? And, what about succession planning? Who will be serving my clients when I retire? Where is the next generation of financial service practitioners coming from? The answers to all this and more will be yours, if you attend our January, 2016 Chapter meeting dealing with the multitude of technology advances and upcoming changes in the financial services industry. Two outstanding, motivated young members of the next generation of financial planners/advisors will present a program that has been enthusiastically received at national meetings across the country.
Don't miss this one!
This program is being filed for 2 CE credits for insurance producers in the State of NJ and for 2 CFP® CE credits. It will also provide PACE and CPE credits.
Daniel Brady, CFP®, CLU® is the Director of Financial Planning for Planning Capital Management in Haddonfield, NJ. Prior to joining Planning Capital Management he was a financial consultant with eMoney Advisor. He graduated from Saint Joseph's University in Philadelphia where he earned Bachelor's degrees in both Finance and Economics.
Brandon Abe, CFP®, is a Financial Planner with Planning Capital Management in Haddonfield, NJ. Prior to joining Planning Capital Management, Brandon was a Financial Planning Analyst and Planning Consultant at eMoney Advisor where he also served as a senior member of their Client Services Group. He graduated York College of Pennsylvania with a Bachelor's degree in Marketing.
Topic: Technology in the Modern Financial Services Office
Speakers: Daniel Brady, CFP, CLU
Brandon Abe, CFP
CE: 2 hours insurance, 2 CFP, PACE and CPE credit