May 26 - VIRTUAL MTG - Practice Valuation and Succession Planning

Presenter:  Ray Ianni, CFP, ChFC, RICP, Financial Advisors of Delaware Valley / Principal
Time: 3:30 PM - 5:00 PM
CE: Pending, Filing (1) Insurance DE/PA, CFP
Mtg Log On: The log-on information is below; however, you have to register to be eligible for CEs that are approved.

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Meeting number (access code): 591 880 255
Meeting password: 9fiXq4aBp5m

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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


We will communicate rescheduling information as we navigate through the restrictions recommended around the virus. We will send emails and post all updates online as they become available. Be well.

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

June 18, 2020 - ANNUAL MEETING

Join us for the Annual Meeting with a year-end celebration before the summer break, and installation of officers for the 20-20-2021 Board. This is a great meeting to bring a guest and introduce them to SFSP Delaware Chapter.

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

September 12, 2019

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

September 19, 2019
Screen Shot 2019-01-08 at 1.27.35 PM

End of Summer Happy Hour
Time: 5 PM
Location: Constitution Yards Beer Garden
If you missed this one - join us for the next one!

October 10, 2019

Full Day Fall Symposium Joint Meeting with NAIFA DE and DAHU

Presentation: Variety of Industry Topics and Networking
Location: Odessa Memorial Hall

November 12, 2019

Presentation: Tax Update
Presenter:  Ed Fronczkowski, CPA from Maillie LLP
Location: Ed Oliver's Golf Course Banquet Room
Meeting Sponsor: Maillie LLP

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 16, 2020

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

January 7, 2020

Presentation: Pension Plan Update
Presenter:  Brad Arnold, Esq.
Location: Ed Oliver's Golf Course Banquet Room
Meeting Sponsor: Limestone Pension

February 26, 2020

Presentation: State of the Market
Presenter: Richard Catts, CFA, CAIA, VP, Senior Portfolio Specialist, Jackson National Asset Management
Meeting Sponsor: Jackson Annuities

March 10, 2020

Joint meeting with NAIFA Delaware, and DAHU
Presenters:  6 Speakers and Networking (details on speakers and topics will be posted soon. Includes light breakfast and lunch.
Time: 8:30 AM - 3:30 PM
Location: Odessa Memorial Hall, Odessa, DE

April 28- Panel Discussion Virtual Meeting 3:30–5:30 PM

Host: Peter Gaertner, CFP, CDFA, MBA, Society FSP president, Affinity Wealth Management, LLC
Moderator: Adam Necelis, CPA, past president and professional development Society FSP, Adam Necelis, CPA
Panel Participant: Mike Staman, AWMA, CFP, MPAS, Charles Schwab
Panel Participant: Mike Kelly, CPA, Belfint, Lyons & Shuman, P.A.
Panel Participant: Elle Van Dahlgren, Esq., Elle Van Dahlgren Law, LLC
Panel Participant: Anthony Mento, CFP, LIFE Brokerage, LLC

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.