FPA Philadelphia Quarterly CE Meeting 

Please join us for our first meeting of the new year. 

AGENDA

8:15-9:00 a.m. - Registration, Full Buffet Breakfast, Networking
9:00-9:15 a.m. - Welcome/Chapter Announcements

9:15-10:15 a.m.

"Has Diversification Failed Us?  Asset Allocation, Risk and Investment Alternatives" pesented by

Christopher C. Geczy, Ph.D.
Founder & CEO, Forefront Analytics

In today's ever-changing market, traditional asset allocation methodologies continue to be questioned, and advisors continue to search for better portfolio diversification for their clients.  Professor Christopher Geczy, Ph.D. will discuss whether the fundamental theory and practice of portfolio management has failed investors and their advisors over the past half-decade and how advisors can exploit the array of investment options available today, from traditional to alternative, while considering risk.

Click here to read more about Dr. Geczy.

Approved for One Hour of CFP® CE Credit.  One hour of PA Insurance CE Credit pending approval at this time.

10:25-11:25 a.m.

 

"Economic & Market Outlook 2017" presented by

K. Sean Clark, CFA®, Clark Capital Management Group

Sean will share Clark Capital's economic and market outlook for 2017 and beyond.  He will also share insights into the opportunities and risks you need to be thinking about now and the major talking points we believe your clients will find relevant to their investment strategies during 2017.

Approved for One Hour of CFP® CE Credit.  One Hour of PA Insurance CE Credit pending approval at this time.

We look forward to seeing everyone at this exciting event!

Register Now!