May 17, 2017 30th Annual Spring Symposium
30th Annual Spring Symposium
Don't be left out....Register Soon!
Fran Kinniry
"Geopolitical Change and the Future
of the Advisory Business"
of the Advisory Business"
Join us in welcoming Fran Kinniry, as our morning keynote speaker!
In this interactive session, Fran will outline approaches advisors can take to stay one step ahead in their investing practices and share strategies for improving the efficiency of your business for your clients. He has helped establish Vanguard's investment philosophy, methodology, and portfolio construction strategies, and has more than 20 years of experience in the industry as a former advisor himself.
Daniel Crosby"Beyond Bias: Integrating Behavioral Finance and Financial Planning"
We are pleased to present our Afternoon Keynote Speaker, Daniel Crosby, and we thank Brinker Capital for sponsoring Mr. Crosby's presentation at our Symposium.Although behavioral finance has enjoyed some notoriety in the recent past, practical systems for integrating its academic findings remain scant. "Beyond Biases" will cover such important ground as the five behavioral traits that underlie the most common investment mistakes, and ten easy steps to help clients mitigate and reach their goals. Be sure not to miss this interactive presentation that will teach participants a great deal about themselves even as they are deepening their professional knowledge.
Each attendee will receive a copy of Mr. Crosby's book, The Laws of Wealth, and Mr. Crosby will be signing books at the end of the day after his presentation.
May 17, 2017
Penn State Great Valley Campus
30 E. Swedesford Road
Malvern, PA 19355
8:00-9:00 a.m. - Breakfast/Networking
9:00 a.m. - 4:00 p.m. Education (Lunch included)
Members - $195
Non-Members - $250
Full Time Students - $25
Full Time Students - $25
This year's Spring Symposium is very special indeed! We have a combination of CE approved presentations as well as practice management sessions designed to help you grow and thrive in your business. You will have your choice as to which session you would like to attend in several tracks. Additionally, we have two general sessions, including Fran Kinniry in our morning keynote slot and Daniel Crosby as our closing keynote speaker.
You may earn up to 5 CE credits for CFP® and PA Insurance (pending approvals. Click below to see the latest approvals).
Click HERE for a complete listing of speakers and topics and to download and use as your agenda for the day.
We thank our 2017 Spring Symposium Sponsors!