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
September 19, 2019
End of Summer Happy Hour
Location: Constitution Yards Beer Garden
February 26, 2020
Presentation: State of the Market
March 10, 2020
Joint meeting with NAIFA Delaware, and DAHU
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.