January 2020 Seminar

Date:8:07 am Ages: Price:$90.00 includes full breakfast Type: Location:30 East Swedesford Rd, Malvern, PA 19355

(Walk-ins Welcome)

CPE: Other & A&A (4 hrs.)

Presentation 1 8:30 AM
Speaker: Herb Phillips, Regional Vice President, Prudential Annuities
Topic(s): Managing Risks In The Retirement Red Zone (Other Credit)
Presentation 2 9:30 AM
Speaker: Tom Coghlan, CPA, CMA, MBA, Founder & CEO, Appitur Co.
Topic(s): Planning and Budgeting (A&A Credit)
Presentation 3 10:30 AM
Speaker: Kirsten Flanagen, CPA, CFE, CFF Partner – Forensic, Litigation & Valuation Services (FLVS), Friedman LLP
Topic(s): Internal Controls for Small Business (A&A Credit)
Presentation 4 11:30 AM
Speaker: Timothy Letter Portfolio Management Committe Member for Miller Investment Management, LP
Topic(s): The New Normal (Abnormal) for Investing Your Portfolio (Other Credit)

    Presentations for download:

1. Managing Risks In The Retirement Red Zone (PowerPoint)
2. Planning and Budgeting (PowerPoint)
3. Internal Controls for Small Business (PDF)
4. The New Normal (Abnormal) for Investing Your Portfolio (PowerPoint)

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, January 23, 2020
TIME: 8:30 AM to 12:30 PM

LOCATION: