Philadelphia Networking

The American College Presents The NAIFA Tri-County Sales Symposium

Join The American College and NAIFA as we provide industry updates and practical business insights that will give you the competitive edge to take your business to next level. This event is open to all financial service professionals.

When and Where
Double Tree Hotel in King of Prussia, PA

Tuesday, September 29, 2016
7:30 AM to 4:00 PM

Double Tree Inn
301 W Dekalb Pike
King of Prussia, PA

Register Today

Agenda

7:30 AM

Registration and Network with Exhibitors. Continental Breakfast Will Be Served.


8:45 AM

Welcome Remarks- Master of Ceremonies: Steven D. Earhart, CFP®, CLU®, ChFC®, MSFS, RICP®


9:00 AM

“Profession and Purpose:” Robert R. Johnson, PhD, CFA®, CAIA®


9:30 AM

“Special Needs Planning, The 3-Person Retirement:” Adam Beck, JD


10:30 AM

Refreshment Break with Exhibitors


10:45 AM

“Be the First Believer:” Edward G. Deutschlander, CLU®, CLF®


12:15 PM

Lunch with Testimonials from “Morning with Rising Stars” Alumni


1:30 PM

““With Great Power Comes Great Responsibility:” Benjamin F. Cummings, PhD, CFP®


2:30 PM

Refreshment Break with Exhibitors


2:45 PM

“The New Social Security Claiming Rule for 2016 and the Future of Social Security:” Jamie P. Hopkins, ESQ., MBA, LLM, ChFC®, CLU®, RICP®


3:45 PM

Closing Remarks- Master of Ceremonies: Steven D. Earhart, CFP®, CLU®, ChFC®, MSFS, RICP®


Speakers

Sessions

Special Needs Planning: The 3-Person Retirement (CE session)

Adam Beck, JD
Director, MassMutual Center for Special Needs
Assistant Professor of Health Insurance
The American College of Financial Services

For many Middle Americans, from those just starting a family to Baby Boomers nearing retirement age, a major concern is having enough income to fund a long and productive retirement. For most, this means having enough money set aside and invested for yourself and perhaps your spouse. When the family unit includes an adult child with special needs, retirement years may still include supporting and living with that child. This means more costs, requiring more retirement income and a different set of expectations. Adam Beck, director of The American College MassMutual Center for Special Needs, will discuss four key points when planning a retirement built for three.

With Great Power, Comes Great Responsibility (CE Session)

Benjamin F. Cummings, PhD, CFP®
Associate Professor of Behavioral Finance
The American College of Financial Services

Why do people make good and bad financial decisions? Through an overview of behavioral finance and decision-making models, you will learn how to help clients avoid financial mistakes based on predictably poor decisions. We will also discuss the ethical impact of the “inside knowledge” of decision-making–especially how it dovetails with the new DOL rules.