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November 28 Study Group

Ann W. McKenna, Association Executive, FSP Pittsburgh Chapter

Wednesday, November 28, 2018 from 8:30 AM to 9:30 AM (EST)

November 28 Study Group

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Type End Quantity
FSP (Financial Service Professionals) Members Nov 28, 2018 Free  

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Dear FSP Pittsburgh Chapter Member,

Thank you for those who attended our first study group on estate planning blunders.  A wealth of information and dos and don’ts were shared.  Please join us for our next study group. 

 

The topic is – Incorporating Technology into your Practice.  Items to discuss: Roboadvisors/legal zoom/etc., Contact Management Programs, Planning Software, Workflow Software, Virtual Assistants and Virtual Marketing Tools.  This group meeting will be held on Wednesday, November 28, 2018 at the Panera Galleria at 8:30 a.m.  We will meet at the tables outside of the Panera.  This is a pay your own way event.


To keep this conversational and in the true form of a study group, space will be limited.  Please RSVP by November 22nd. We look forward to seeing you there.

 

Best Regards,

Tracy

Tracy Zihmer

Zihmer Law Firm

412-223-2525

tzihmer@zihmerlaw.com

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When & Where


Panera Bread
Galleria Mall
1500 Washington Road
Mt. Lebanon, PA 15228

Wednesday, November 28, 2018 from 8:30 AM to 9:30 AM (EST)


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Organizer

Ann W. McKenna, Association Executive, FSP Pittsburgh Chapter

For more than 90 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.

With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 8,500 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.

Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance.

Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.

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