June 7, 2017 Quarterly CE Meeting and Networking Cocktail Reception at a special Summer Price!

featuring Philip Cubeta and John Anderson

Join us on June 7th for a special event at the beautiful SEI Headquarters!  You will hear two dynamic speakers followed by cocktails & hors d'oeuvres.

Agenda

2:15-2:45 p.m. - Registration/Networking

2:45-3:45 p.m. - Philip Cubeta, CLU®, ChFC®, CAP®, Sallie B. and William B. Wallace Chair in Philanthropy a The American College.  Phil is responsible for the Chartered Advisor in Philanthropy®(CAP®) curriculum.

"The Riley Case: Philanthropic Planning for a Closely Held Business Family"
(Approved for 1 hour of CFP CE Credit)

We are in the midst of an historic opportunity as a generation of Boomer business owners exits their company and transitions from "success to significance."  In this session you will plan for J.D. and Mary Riley who, at age 70, are exiting their $18 million S-Corp with an eye to giving back to their community, while also meeting their other goals for themselves and their family.

4:00-5:00 p.m. - John D. Anderson, Managing Director of Practice Management Solutions for the SEI Advisor Network

"Capitalizing on Disruption: Competing in an Industry Filled With Disruptors"
(No CE available for this session)

In today's market, Financial Advisors can become overwhelmed with the constantly changing landscape.  How can you stand out among the clutter and noise and continue to build a sustainable business?  During our presentation, we will discuss the evolution of the advice business; today's major disruptors including generation gaps, the robo effect, fees and the DOL; as well as things you can do now to capitalize on these disruptors.

5:00-6:30 p.m. - Cocktails & Hors d'oeuvres/Networking

We thank SEI for hosting this event at their headquarters and we also thank The Philadelphia Foundation for their sponsorship of Philip Cubeta.