Wednesday, December 5, 2018

December 05, 2018
7:45 AM - 12:00 PM
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Red Lion Hotel
4751 Lindle Road
Harrisburg, PA

Updated Meeting Topics! 

"Creative Approaches to 529 Plans in Estate Planning"

1.5 Credit Hours

Brian Guenard, Columbia ThreadNeedle

Maximizing the value of 529 plans Higher education prices continue to rise, yet financial aid is not always guaranteed (and loan rates can be high). Learn how 529 plans can play an important role in college savings and the numerous tax advantages offered through this investment plan. How to save for college using 529 plans Tax advantages offered through 529 plans Estate Planning with 529 plans


"Millennial Money"

1.5  Credit Hours

Steve McLean Regional Advisor Consultant Putnam Retail Management

Millennial Money: Building your business for tomorrow, today Unpack the opportunity Millennial clients present to your practice.

The presentation will identify Who Millennials are (more importantly who they’re not) Why Millennials matter to your practice and How to gain Millennial assets. Identify intergenerational wealth planning opportunities that bridge the gap between Baby Boomers and Millennial generations. Tangible prospecting ideas to help advisors take more control of the referral process to bring on net new clients and assets.

These programs will be submitted for approval for 3 credits hours of CFP, PA Insurance and CPA Credits.


$80.00 FPA Member

$160.00 FPA Non Member (Repeat Guest)

$0.00 Pre-Paid 2018