2022 Northeast/Mid-Atlantic Region Symposium

Join us March 27-28 at the Wyndham Philadelphia Historic District. Earn CE while expanding your connections within your local fee-only planner community.

Registration

Registration includes 7.5 CE credits (pending approval), networking reception on March 27, and breakfast and lunch on March 28.

  • Before Feb. 28: $100
  • After Feb. 28: $125
  • Students: $35 (must request promo code from Claire Brown)

Register Here

Full refunds will be given for cancellations made by March 11, 2022 (no refunds will be given after this date).

We will be adhering to all state, county, and local guidelines regarding COVID-19. For more information, click here.

Keynote Presentation

Moira Somers, PhD, family wealth consultant and author, will present “The Real Reasons Clients Seek Advice,” on March 28. This session will help you learn how to discover and address your clients’ hopes, and to craft marketing messages and client experiences accordingly. Check out Moira's book Advice That Sticks: How to give financial advice that people will follow.

Schedule

Sunday, March 27

4:30 – 6:30 pm

CFP® Ethics

Brett Danko, CFP®, Founder, Main Street Financial Solutions, LLC and Speaker, Brett Danko Educational Center

6:30 – 8:00 pm

Networking Cocktail Reception

Monday, March 28

7:00 - 7:50 am

Breakfast

7:50 - 8:00 am

Welcome & Opening Remarks

8:00 - 8:50 am

Understanding the Income Tax System: From the Lens of a Financial Planner

Mike Menninger, CFP®, President, Menninger & Associates Financial Planning

9:00 - 10:30 am

The REAL Reasons Clients Seek Advice

Dr. Moira Somers, Author, Neuropsychologist, and Executive Coach

10:50 - 11:40 am

Executive Compensation Strategies

John Nersesian, CFP®, CIMA®, CPWA®, CISTM, Head of Advisor Education, PIMCO

11:45 am - 1:00 pm

Lunch and Networking

1:00 - 1:50 pm

Financial Strategies to Pay for College

Cozy Wittman, Education and Partnerships, College Inside Track

2:00 - 2:50 pm

Essential Processes for Intentional Growth (and Scale)

Shauna Mace, CHPC™, Managing Director of Practice Management, Independent Advisor Solutions by SEI

2:50 - 3:00 pm

Closing Remarks

Hotel

Rooms are available at the host hotel, the Wyndham Philadelphia Historic District, for $149/night three days before and after the Symposium. Parking is $15/day. Reserve your room by March 4 to guarantee availability.

Book your room