This full day program is pending approval for 7 NYS CE Credits, CFP, CPE, CPA, and PACE Credits pending 7 credits for New Jersey Insurance
8:00 a.m.: Check in and continental breakfast
8:30 a.m. – 4:30 p.m.: Program
The Center for Financial Studies and New York City Chapter of the Society of Financial Service Professionals are pleased to bring you the 34th Annual Lurie-Todorovich Memorial Lecture.
We have an exciting lineup of speakers to help us examine this year’s theme by exploring new ideas you may have never considered and looking at all concepts from a different angle. We hope you will join us for an exciting day together!
Brian P. Boak, Private Client Risk Manager, P&C; AEP, CPRIA, CLU, LUTCF
This session will offer an understanding how personal property and casualty exposures relate to comprehensive wealth management and estate planning.
Garrett Hurley, CPWA, CLU, ChFC, ChSNC, BRIX Partners
Learn how to transform your client experience to separate you from the pack.
Allision Anne Hoyt, JD, CLU, TEP, Nationwide, Technical Director in the Advanced Consulting Group
Explore how to help your clients develop a strategic game plan for paying off student loan debt.
Christian Kaplan, CFA, AXA, VP, Specialty Markets & EPG Life Sales
Take a deep dive into illustrating a more robust quantitative framework to assess the utility of adding permanent life insurance into the traditional portfolio construction process and defining it as a true asset class.
Van Mueller, Financial Services Consultant
Van’s goal is to remind everyone of the importance of what we do. Part informative, part motivational, part introspective, Van’s presentation is not to be missed.
Jill B. Perlin, CFP, CLU, ChFC, Prudential Financial Inc., VP, Advanced Markets and Sales Training
In this session we will discuss myths in retirement planning, risks in retirement and creating a plan that could withstand some of the predictable threats to retirement income.
FREE FOR FIRST-YEAR MEMBERS!
Members: Before Feb. 24th $200; Feb. 24th and after $250
Non-Members: Before Feb. 24th $250; Feb. 24th and after $300
To pay by check:
Checks should be made payable to Center for Financial Studies and mailed to:
Ms. Karen Beno
Society of Financial Services Professionals
64 Paris Circle
West Orange, NJ 07452
Cash, check and credit cards may be used on the day of the event.
Please RSVP to Karen Beno: firstname.lastname@example.org or 212-725-7702.