Northeast/Mid-Atlantic Region Symposium

DATE: Sunday, April 28 & Monday, April 29

LOCATION: The Warwick Hotel, 220 S. 17th Street, Philadelphia, PA

To make your reservations, click here.


Before March 20th

Member & Non-member = $100

After March 20th

Member & Non-member = $125

First-time Attendee = $75 (Early-bird rates do not apply. Requires a promo code. Contact Susan Green at 215-979-1610)

Students = $40

Register Now

Speakers & Topics

  • Diane MacPhee - The 4Ps: Planning, Profitability, People, Processes
  • Brett Danko - Behavioral Finance
  • John Grable & Kristy Archuleta - What’s Going on With Your Clients: Insights from the Lab
  • Vanguard - Fixed Income Landscape

**Lunch will be provided at event.

For more information, please contact Susan Green


To register for a Simulcast, please click on the purple heading of the location you would like to register for.

Boston, MA

The Conference Center at Bentley University

175 Forest Street

LaCava Campus Center #300

Waltham, MA 02452