July 16, 2020 - Virtual Meeting

Join us for the last meeting before we break for the summer. We have already begun planning for our kick-off in September and look forward to sharing details with you soon.

Presentation: Making the Case for Permanent Life Insurance

This presentation will provide education on financial tools available to consumers in modern-day retirement planning. The different types of permanent life insurance that could be used as another income bucket in retirement to assist consumers from selling into a loss. The importance of sequence of returns in retirement and how important it is to start off with a good sequence.

Presenter:  Anthony Mento, CFP, LIFE Brokerage, LLC
Time: 3 PM - 4:30 PM
Location: Virtual. Login information will be emailed to all registrants approx. 1 week prior to the event.
CE Pending: Filing 1 insurance, CFP, CLE
Premier Sponsor: LIFE Brokerage

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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
Location: Constitution Yards Beer Garden

October 10, 2019

Full Day Fall Symposium Joint Meeting with NAIFA DE and DAHU

November 12, 2019

Presentation: Tax Update

December 12, 2019

Presentation: In-Marriage QDRO

January 16, 2020

Happy New Year Happy Hour
Location: Wilmington Brew Works

January 7, 2020

Presentation: Pension Plan Update

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February 26, 2020

Presentation: State of the Market

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March 10, 2020

Joint meeting with NAIFA Delaware, and DAHU

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May 26 - VIRTUAL MTG - Practice Valuation and Succession Planning

Presenter:  Ray Ianni, CFP, ChFC, RICP, Financial Advisors of Delaware Valley / Principal

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.