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

An Active Approach to Growing your Business with LinkedIn 

2 Credit Hours

Steve McLean Regional Advisor Consultant Putnam Retail Management

Getting Started with LinkedIn: learn how to make the most effective use of social media in your practice to enhance the current client experience and to also take more control of the referral process.

Our time will be focused on three main areas: 1) Optimizing Profile 2) Connections/Network and 3) Prospecting Ideas.

The objective of this presentation is to present actionable practice management ideas while demonstrating the powerful capabilities of LinkedIn.

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.


Creative Approaches to 529 Plans in Estate Planning

1 Credit Hour

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


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