Financial Planning Association of Central PA, Inc

To serve the needs of its members and promote the value of financial planning to ensure success of the financial planning profession.

Local Events of Interest

EPC of Central PA

January 30, 2007

12:00 pm Luncheon Meeting

Yorktowne Hotel, York PA

Neil Hendershot, Esquire

“PA Uniform Trust Act”

More info and to register call 717-258-4844

 

 

Monthly Continuing Education Breakfast Meetings

 Information available at NAIFA—Greater Harrisburg

Next Meeting Thursday, Jan. 18th

 

 

 

York County Estate Planning Council

National Speaker:  Jonathan Blattmachr 

Milbank, Tweed, New York, NY

“Estate Planning for Middle Class Married Couples”

February 27 , 2007

Beginning at 5:00 pm

Continuing Education Credits applications pending

More information and registration available at

http://www.epccp.org/

 

Another important meeting of interest:

Accredited 401k Training for Retirement Professionals to be Offered February 8-9 through Robert Morris University, Pittsburgh

PITTSBURGH, PA, January 9, 2007-The 401k Service Training Program™ accredited by Robert Morris University will be offered February 8-9 in Pittsburgh.  Financial professionals with at least three years of financial industry experience are eligible to enroll.

The two-day program will occur from 7:30am-5pm at Robert Morris University, Sewall Center, Moon Campus, 6001 University Boulevard, Moon Township, PA 15108, http://www.rmu.edu/.

The 16-hour, 401k training course for investment advisors, consultants and benefits administrators features a turn-key service model and over 150 tools and templates for advisors to use in conjunction with sponsors, and culminates in the Professional Plan Consultant (PPC) designation. Twelve continuing education credit hours are available to CFP designees and twelve CPE credits hours in the area of advisory services are available to CPAs.
The $3000 fee for the two-day course includes training, materials, meals, hotel accommodations, designation and licensing fee.  To enroll visit http://www.401kservicetraining.com./, email
PPC@401kservingtraining.com or call Sharon Pivirotto at 412-977-9304

NAIFA—Greater Harrisburg