February 26, 2020

Presentation: State of the Market
Happy Hour to follow - join us for a beverage at the Deer Park Tavern in Newark after the meeting
Presenter: Rick Katz, CFA, Jackson, Asset Management Team
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
Meeting Sponsor: Jackson Annuities

March 10, 2020 - UPDATED

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

March 24, 2020 - UPDATED

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 21, 2020  - UPDATED

Presentation: Financial Advisor Practice Valuation and Succession Planning
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 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

home-1
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

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.