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September 12, 2019

Presentation: Diversity Continues to Challenge the Financial and Insurance Industry
Meeting Sponsor - Thank you Affinity Wealth Management LLC

September 19, 2019
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End of Summer Happy Hour
Time: 5 PM
Location: Constitution Yards Beer Garden
308 Justison St, Wilmington, DE 19801
Colleagues and friends welcome!

October 10, 2019

Full Day Fall Symposium Joint Meeting with NAIFA DE and DAHU

Presentation: Variety of Industry Topics listed below
Time: 8:30 AM - 4:30 PM
Location: Odessa Memorial Hall
Includes Lunch. Full day lineup of CEs. Includes light breakfast. snacks and lunch.

New this year: Industry Award & Recognition Dinner has become a Happy Hour Celebration. Mix and Mingle and get home to relax and/or enjoy family time. Sign up on the registration link for just $25.

The Legalization of Marijuana: Employer and Employees in a Complex Landscape. Speaker Katherine Witherspoon Fry, Principal Attorney, Offit Kurman, P.A.

Medicare & 2020 Annual Enrollment Period – What to Expect. Speaker: Tracy Russo, CLTC, President, HTA Financial Services

Mindshift: Four Cornerstones of Insurance and Financial Planning. Presented by: Steve Kaplan, ChFC and Ben Skupp, ChFC, Holistic Financial Planners

Takeover Cases: Things to think About Presented by: Principal Financial Group

Agent Ethics and the Insurance Industry. Presented by Steve Kutch, Delaware Department of Insurance Fraud Bureau

Population Health Management for Employer Based Insurance Plans. Presented by Christopher Handley, Regional Sales and Continuing Education Director, Savoy

Private Placements (PPMs) - Differentiate Your Practice with Your Own Private Fund. Speaker: Daniel Reisinger, CLU, ChFC, Safe Investing Services

Insurance Companies Perspective on the Opiod Misuse Epidemic. Presented by: Christopher Burris, Pharm D.

November 12, 2019

Presentation: Tax Update
Presenter:  Ed Froncowski
Time: 8:00 AM - 9:30 AM
Location: Ed Oliver's Golf Course Banquet Room
Full breakfast buffet
Meeting Sponsor: Maillie LLP
CE: Applied 1 CE, CFP, CLE

December 12, 2019

Presentation: In-Marriage QDRO
Presenter:  Lydia York
Time: 4 PM - 5 PM
Location: Law Office of O'Kelly Ernst & Joyce, LLC
901 N Market St #1000, Wilmington, DE 19801
Happy Hour follows
CE: Applied 1 CE, CFP, CLE

January 7, 2020

Presentation: Pension Plan Update
Presenter:  Brad Arnold, Esq.
Time: 8:00 AM - 9:30 AM
Location: Ed Oliver's Golf Course Banquet Room
800 N Dupont Rd, Wilmington, DE 19807
Full Breakfast Buffet
Meeting Sponsor: Limestone Pension
CE: Applying 1 CE Insurance, CFP, CLE

January 16, 2020

Happy New Year Happy Hour
Time: 5 PM
Location: Wilmington Brew Works
3129 Miller Rd., Wilmington, DE 19802
Colleagues and friends welcome!

February 26, 2020

Presentation: State of the Market
Happy Hour to follow in Newark
Presenter:
Time: 3:30 PM - 5:00 PM
Location: University of Delaware Geltzeiler Trading Center
303 Alfred Lerner Hall, Newark, DE 19716
CE: Applying 1 CE Insurance, CFP, CLE

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March 10, 2020

Presentation: Topic posted soon - thanks for your patience
Presenter:  Financial Advisors of Delaware Valley / Principal
Time: 8:00 AM - 9:30 AM
Location: Ed Oliver's Golf Course Banquet Room
Full Breakfast Buffet

April 21, 2020

Presentation: Everything you need to know about Medicare but didn't think to ask
Presenter:  Tracy Russo, CLTC, HTA
Time: 8:00 AM - 9:30 AM
Location: Ed Oliver's Golf Course Banquet Room
Full breakfast Buffet
Meeting Sponsor: HTA

April 23, 2020

Post Tax Season Happy Hour
Time: 5 PM
Location: Twin Lakes Brewing Co., 405 Marsh Ln #7, Newport, DE 19804
Colleagues and friends welcome!

May 12, 2020

Presentation: Business Succession Planning - with full breakfast buffet
Presenter:  National Speaker - Kathleen Bilderback
Time: 8:00 AM - 9:30 AM
Location: Ed Oliver's Golf Course Banquet Room
Full Breakfast Buffet

June 18, 2020

Presentation: Modern-day planning using actuarial science to provide income, liquidity, and legacy. Followed by Happy Hour, drink tickets, hors d'oeuvres, and fun
Presenter:  Anthony Mento, CFP, LIFE Brokerage, LLC
Time: 3 PM - 5 PM
Location: Main Event, 2900 Fashion Center Blvd, Newark, DE 19702
CE: Filing 1 insurance, CFP, CLE
Premier Sponsor: LIFE Brokerage

Join the SFSP Delaware Chapter

Use the link to the right to join the Delaware Chapter of SFSP. If you have any questions, please email the Chapter Executive and she will be happy to assist you.