Annual Seminar: How to Make, Keep and Give Away More of your Clients' Assets
Date: Thursday, June 7, 2018
Time: 1:00pm - 4:30pm
Location: Montgomery County Community College - College Hall
Speaker: • Hank Smith, Haverford Trust • Tim Hoyle, Haverford Trust • Ryan DePaul, AllianceBernstein • Matthew Pritzkur, AllianceBernstein
Join us for an informative discussion of Asset Allocation, Portfolio Diversification & Asset Accumulation, Growth Investing, Asset distribution and Donor Strategies. Real stories will bring the topics to life and make for an interesting and fun presentation.
“How to Make, Keep and Give Away More of your Clients’ Assets”
Will offer attendees 3 hours of CE Credit for CLE (1 Ethics), CPA, CFP, CTFA and PACE
1:00pm-4:30pm, followed by Cocktails/Hors d'oeuvres from 4:30-5:30pm
Registration 12:45pm-1:00pm
The Montgomery County Community College – College Hall
340 DeKalb Pike, Blue Bell, PA, enter from Morris Rd
