Northeast/Mid-Atlantic Region Symposium
DATE: Monday, April 29
LOCATION: The Warwick Hotel, 220 S. 17th Street, Philadelphia, PA
To make your reservations, click here.
Room block expires on Friday, April 5.
COST:
Before March 20th
Member & Non-member: $100
After March 20th
Member & Non-member: $125
First-time Attendee: $75 with promo code (Promo code must be requested from Claire Brown)
Students: $40 with promo code (Promo code must be requested from Claire Brown)
Registration includes Pre-Symposium event (Sunday, April 28), breakfast and lunch on April 29.
Deadline to register is April 22.
For more information, please contact Susan Green.
Pre-Symposium
DATE: Sunday, April 28
TIME: 5:00 to 8:30 pm
LOCATION: The Warwick Hotel, 220 S. 17th Street, Philadelphia, PA
Diane MacPhee will provide an interactive experience centered on V+4P: Vision Feeds Planning, Process, People, & Profits (1.5 hours), followed by a networking reception with appetizers and drinks.
Speakers & Topics
- Brett Danko - Behavioral Finance
- Diane MacPhee - V+4P: Vision Feeds Planning, Process, People, & Profits
- Bill McManus - 8,000 Days of Retirement
- John Grable & Kristy Archuleta - What’s Going on With Your Clients: Insights from the Lab
- Vanguard - Fixed Income Landscape
Simulcasts
To register for a Simulcast, please click on the purple heading of the location you would like to register for.
The Conference Center at Bentley University
175 Forest Street
LaCava Campus Center #300
Waltham, MA 02452
COST:
Member & Non-member: $60
Students: $30 with promo code (Promo code must be requested from Claire Brown)
Breakfast and lunch will be provided at the Boston Simulcast.
Highland Financial Advisors, LLC
1680 Route 23. Suite 210
Wayne, NJ 07470
COST:
Member & Non-member: $50
Students: $30 with promo code (Promo code must be requested from Claire Brown)
Lunch will be provided at the North New Jersey Simulcast.
Schedule
Sunday, April 28: Pre-Symposium
(At The Warwick Hotel)
5:00 - 6:30pm V+4P; Vision Feeds Planning, Process, People, & Profits
Diane MacPhee
6:30 - 7:30pm Networking Cocktail Hour
Monday, April 29: Symposium
8:00 - 8:50am Breakfast
8:50 - 9:00am Welcome and Introduction
9:00 - 10:00am 8,000 Days of Retirement
Bill McManus
10:00 - 10:10am Break
10:10 - 12:35pm Behavioral Finance
Brett Danko
12:35 - 1:20pm Lunch
1:20 - 2:10pm 2 Ps: Planning and Process
Diane MacPhee
2:10 - 2:20pm Break
2:20 - 3:10pm What's Going on With Your Clients: Insights from the Lab
Kristy Archuleta & John Grable
3:10 - 4:00pm Fixed Income Landscape
Ed Saracino with Vanguard
4:00 - 4:30pm Final Thoughts and Wrap Up
