2020 NEMA Region Symposium

Join us in Philadelphia, PA on Monday, April 20th for a full day of sessions and networking with peers.

Pre-Symposium

DATE: Sunday, April 19

TIME: 4:30 PM

LOCATION: The Warwick Rittenhouse Square, 220 S. 17th Street, Philadelphia, PA 19103

DETAILS:

4:30 - 6:30 PM – Ethics Session with Brett Danko

6:30 - 8:30 PM – Networking Cocktail Reception

Symposium

DATE: Monday, April 20

TIME: 7:00 AM – 3:00 PM

LOCATION: The Warwick Rittenhouse Square, 220 S. 17th Street, Philadelphia, PA 19103

COST:

Early Bird Member and Non-Member: $100

Early Bird deadline is Monday, March 16, 2020.

Member and Non-Member: $125

First-time Attendee: $75 with promo code (Contact Claire Brown to request)

Student: $40 with promo code (Contact Claire Brown to request)

Register Now

Refunds will be given on a case by case basis.

Symposium registration deadline is Monday, April 13, 2020. No on-site registration will be available.

CE CREDITS: 5.5 CFP and NAPFA CEs pending approval plus 2 Ethics CEs

Sessions/Speakers

  • Ethics – Brett Danko (counts for 2 hours Ethics Training) - Pre-Symposium April 19
  • Is Your Portfolio Upside Down? – Mark Peterson, Blackrock
  • The REAL Reasons Clients Seek Advice – Moira Somers
  • Stocks Options and Executive Comp – Bill Dillhoefer
  • Large dollar Student Loans and the early career Physician – Michael Clancy
  • Advising the Sandwich Generation on Aging Parents – Quentara Costa

Hotel

A block of rooms has been reserved at the The Warwick Hotel Rittenhouse Square for $149 on Sunday, April 19, 2020. The group rate will expire on Friday, March 27, 2020.

Book Your Room Here

Simulcasts

To register for a Simulcast, click here or the Register Now button above and select the simulcast you are registering for within the registration.

DATE: Monday, April 20

LOCATIONS & DETAILS:

*The Sunday night Ethics session in Philadelphia will not be available via Simulcast.

Boston, MA

The Conference Center at Bentley University

175 Forest Street, LaCava Campus Center #300

Waltham, MA 02452

Member & Non-Member: $60

Student: $30 with promo code (Contact Claire Brown to request)

Breakfast and lunch included.

McLean, VA

Sullivan, Bruyette, Speros & Blayney, LLC

8444 Westpark Drive, Suite 610

McLean, VA 22102

Member & Non-Member: $50

Student: $30 with promo code (Contact Claire Brown to request)

Lunch included.

North NJ

Highland Financial Advisors, LLC

1680 Route 23, Suite 210

Wayne, NJ 07470

Member & Non-Member: $50

Student: $30 with promo code (Contact Claire Brown to request)

Lunch included.