Map - Market Frankford El stops at 34th & Market and it’s a 5-10 minute walk from there. - SEPTA Bus Route 42 stops at 34th and Spruce and Route 21 and stops at 34th & Walnut. - There are also parking garages along 34th street as you travel down from Market street.
Agenda
I. Crisis to Confidence – Timothy E. Flatley, ChFC a. Recent Events leading up to the Current Crisis b. A history of Financial Crises c. Emotions of Investors d. Opportunities and Strategies
II. What to do now – Sean M. Flatley, CFP® a. Financial Planning Process i. Cash Flow Management ii. Retirement Planning iii. Insurance iv. Education Savings v. Investments vi. Estate Planning
III. Long-Term Care Planning – Robert Marasheski
IV. Capital Markets Overview – Brian Roach, Fidelity Investments
Thank you to our President's Club Sponsors
Bank of America
PNC Bank
IMA Consulting
PriceWaterhouseCoopers
McBee Associates
TD Bank
Thank you to our Gold Sponsors
WithumSmith+Brown
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