FPA Philly Quarterly CE Meeting
Please join us for a very special quarterly meeting. Our Platinum Sponsor, Vanguard, will be hosting this event at their offices in Malvern. In addition to the two dynamic speakers presenting the educational portion of the meeting, we are honored to have the FPA President and the FPA Executive Director and CEO attending to update us on what's happening at the national level of FPA.
Agenda
2:00-2:30 p.m. - Registration and light refreshments
2:30-3:30 p.m. - "Financial Planning: It's not just for Boomers
Anymore" presented by Alan Moore, XY Planning Network (1 Hour of CFP CE approved)
2:30-3:30 p.m. - "Financial Planning: It's not just for Boomers
Anymore" presented by Alan Moore, XY Planning Network (1 Hour of CFP CE approved)
3:30-3:45 p.m. - Break
3:45-4:15 p.m. - Vanguard Update
4:15-5:15 p.m. - "Active vs. Passive" (CE) presented by Chris Tidmore, CFA, Senior Investment Strategist in Vanguard Investment Strategy Group (1 hour of CFP CE approved)
5:15-5:45 p.m. - One FPA Initiatives Update (FPA President & FPA Executive Director and CEO)
5:45-6:45 p.m. - Cocktails and Hors d'oeuvres (Meet & Greet with FPA President, Shannon Pike, CFP & FPA Executive Director and CEO, Lauren Schadle, CAE)
3:45-4:15 p.m. - Vanguard Update
4:15-5:15 p.m. - "Active vs. Passive" (CE) presented by Chris Tidmore, CFA, Senior Investment Strategist in Vanguard Investment Strategy Group (1 hour of CFP CE approved)
5:15-5:45 p.m. - One FPA Initiatives Update (FPA President & FPA Executive Director and CEO)
5:45-6:45 p.m. - Cocktails and Hors d'oeuvres (Meet & Greet with FPA President, Shannon Pike, CFP & FPA Executive Director and CEO, Lauren Schadle, CAE)
Please note: You should enter at the security gate on Cedar Hollow Road. From there, you will be directed to the Majestic building parking garage.
About our Speakers
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top 40 Under 40 in financial planning, by Wealth Management as one of a The 10 to Watch in 2015, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
Chris Tidmore, CFA, is a senior investment strategist in Vanguard Investment Strategy Group. Before joining Vanguard in August 2015, Mr. Tidmore was the managing partner of Butcher's Hill Capital, LLC, which managed the Geneva Arbitrage Fund. The Geneva Arbitrage Fund employed both merger arbitrage and event-driven investment strategies. He has developed and taught courses in financial accounting, financial statement analysis, asset valuation, equity derivatives, trading, portfolio management, alternative investments, and CFA and CPA review courses for an extensive list of clients. He also has lectured on various accounting and finance topics to both the CFA Institute and the CFA Society of Philadelphia.