Ethics with Brett Danko, Disability Insurance Update and a FREE LUNCH following the seminar at Lancaster Brewing Company!

April 02, 2019
8:30 AM - 12:00 PM
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Red Lion Hotel
4751 Lindle Road
Harrisburg, PA
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CFP Board Ethics with Brett Danko

Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. Brett’s advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions. A dynamic speaker and entertaining teacher.

Disability Insurance Update with Vincent Gallo

Vincent L. Gallo is one of the most successful and experienced Disability Income Specialists residing in Central or Eastern Pennsylvania (PA) representing The Guardian Life Insurance Company of America, NY, NY. Vince is the Disability Income Specialist (DIS) for the Eastern PA branch offices of First Financial Group. He manages the Guardian Agency Disability Income (DI) and Brokerage Departments for Eastern and Central PA, NJ, and Delaware. Vince has helped numerous agents and clients with DI insurance. He is one of the few, if not the only regional Guardian disability income specialist personally endorsed by a medical society-The Luzerne County Medical Society, PA. On May 8th, 2012, Vince was noted as a Guardian Hero in a full page Guardian ad in the Wall Street Journal. More recently in 2017 he was inducted into Guardian the DI Circle of Excellence. Of the thousands and thousands of licensed agents & brokers appointed with Guardian nationally, Vince is one of only 77 people inducted since 2005. He was one of only a handful of Guardian Disability Specialists nationally to have ever received this distinction. Vince’s career change to the disability income area was a direct result of his mother-in-law’s tragic disability. He has been a DIS with First Financial Group since 2001. In this role, he has assisted the firm in becoming the most successful Guardian DI-producing agency on the East Coast, prior to the division into three separate agencies in January 2006 upon retirement of the general agent. Vince's expertise in the field is especially strong in policy language variation and client education. Vince has earned numerous awards from Guardian, including multiple Leader’s Club and Advanced Disability Meeting (ADM) recognitions. Vince is also valued by the Home Office of The Guardian for his insight into the development of Guardian continuing education (CE) classes, sales presentations, product design, and product enhancement. Vince is unique in that he often authors and teaches his own DI CE classes.

Breakfast begins at 7:45 AM

Seminar from 8:30-12:00 noon

Lunch at Lancaster Brewing Company immedately following the seminar.

Tickets

$160.00 FPA Non Member (Repeat Guest)

$80.00 FPA Member
$90.00 after 07:00 am April 1

$0.00 Pre-Paid 2019