Today, the Foundation for Financial Planning announced the expansion of its Be Our Guest (BOG) program.  BOG is an opportunity for financial planning professionals to spend time with and learn directly from the profession’s leaders on various topics.

The 2015-16 expansion is the Foundation’s most comprehensive offering of BOG sessions to date.  In exchange for a charitable contribution to the Foundation, planners can spend time at a firm’s office or in a virtual meeting, learning the best practices of the host firm.  Read full press release

To help us get the word out, we are hopeful you will assist our efforts by sharing this email with your Chapter members and professional networks.

Your help is appreciated and below are the session topics for your review.  Sign up today, space is limited.   Click here

 

 

“Running a Successful Firm with Best Practices”

 

RTD Financial Advisors
July 22, 2015 from | 9:00am | Philadelphia, PA
Read more and register

Session Capacity: 10
Cost:  $1,000  Register here
Location:  30 South 17th Street, Suite 1620, Philadelphia, PA
Sign-up today, there are only 10 slots available.

Established in 1983, RTD Financial Advisors has 32 years of experience in balancing traditional values and proven practices with timely insight and flexible approaches to helping minimize undue risk while maximizing opportunities in any economic climate. Recognized as one of the top advisory firms by more>>

 

Roy T. Diliberto, ChFC, CFP®, Founder / Senior Planner.  Roy is one of only 29 people named by both Money and Worth magazines as one of the 200 best Financial Advisors in America and was chosen as one of “The 150 Best Financial Planners for Doctors” by Medical Economics. more>>

 

 

“Diversity of America & Its Impact on Financial Planning”

 

Blue Ocean Global Wealth
July 14, 2015 | 1:00-3:00pm EST (other offerings include October 9, 2015, February 12, 2016 and March 17, 2016)
Read more and register

Session Capacity: Unlimited
Cost:  $500  Register here
Location:  Virtual
Sign-up today, to take advantage of this great opportunity.

 

“The Case for Succession Planning”

 

Blue Ocean Global Wealth
September 17 | 1:00-3:00pm EST (other offerings include November 11, 2015 | January 28 and March 23, 2016)
Read more and register

Session Capacity: Unlimited
Cost:  $500  Register here
Location:  Virtual
Sign-up today, to take advantage of this great opportunity.

 

Sameer S. Somal, CFA, CFP®, Chief Financial Officer
Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co.more>>

 

 

“Rapid Growth for Firms with a Minimum of $1 Billion in Assets”

 

Savant Capital LLC
September 3, 2015 from 2:00-5:00pm EST
Read more and register – CEO’s Only

Session Capacity: 10
Cost:  $1,000  Register here
Location:  Virtual

Savant Capital Management has been featured in Baron’s, Financial Advisor and Financial Planning magazines.  Savant was recently cited as the #1 independent RIA in Illinois and the 9th largest independent RIA in the US by Financial Planningmagazine, and among the top-10 fastest growing independent RIA’s in the country. Participants will learn what it takes to rapidly grow a large-scale enterprise both organically and beyond organic.

 

Brent R. Brodeski, MBA, CPA, CFP®, CFA®, AIFA®, Chief Executive Officer, Principal, and Financial Advisor.  Brent was named by Chicagomagazine as the #1 independent financial advisor for the Chicagoland area in 2009 and as one of the nation’s top professional advisors by J.K. Lasser.  He recently represented Savant for the seventh year on Barron’s list of the “Top 100 Independent Financial Advisors.”  For 12 years until the survey ended Brent appeared on Robb Report Worth magazine’s “The Nation’s 100 Most Exclusive Wealth Advisors” list. Brent is regularly featured in local, industry, and national media including the Wall Street Journal and Barron’s.  Brent is a co-founder and past president of Zero Alpha Group (ZAG), an industry association.  He is also a co-founder of the Alliance for RIAs (aRIA), an industry group that together manages over $20 billion.

 

Glenn G. Kautt, MBA, EA, CFP®, AIFA®, Vice Chairman of the Board, Chief Governance Officer, Principal, and Financial Advisor.  Glenn has been named repeatedly by Barron’s, Worth, Mutual Funds, and Medical Economics magazines as one of the nation’s top investment advisors. Lasser’s New Rules for Estate and Tax Planning continues to note Glenn on its “Top Professional Advisor” list.  Glenn is a recognized author, speaker, and expert in advanced financial planning techniques and business organization and development. He is a regular columnist for the industry’s leading publication, Financial Planning magazine. A former member of the Editorial Advisory Board for the Journal of Financial Planning, he has four professional contributions published in the Journal. Glenn has held leadership positions in local and national FPA organizations.
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