Philadelphia: Come See Me Tomorrow at FPA Spring Symposium

Posted by

Tomorrow I’ll be delivering the closing keynote at the Financial Planners Association of Philadelphia‘s 29th Annual Spring Symposium. My talk is about building a 21st Century investment advisory firm. I love telling our story and hearing from other successful advisors about how they’re doing things, which technology they’re using and how they’re taking care of clients. I’m also overdue for a legit cheesesteak, so if you have any suggestions for a nearby spot, let me know @reformedbroker (no Pat’s, no Geno’s, tell me the real thing.)

The event takes place at St. Joseph’s University, you can get more details or register at the link below. Michael Kitces will also be there, hopefully I don’t have to immediately follow him, because he’s like 10x smarter than me.

Check it out here:

Philadelphia FPA

 

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. immediate edge review 2020 commented on Sep 22

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  2. immediate edge reviews commented on Oct 01

    … [Trackback]

    […] Read More on on that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  3. Glock firearms for sale commented on Oct 14

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  4. 메이저놀이터 commented on Nov 01

    … [Trackback]

    […] Find More Info here to that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  5. Bilskrot commented on Nov 18

    … [Trackback]

    […] There you will find 66979 additional Information to that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  6. what is functional testing commented on Nov 26

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  7. Best Roof Guy commented on Dec 06

    … [Trackback]

    […] Read More here to that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  8. td login commented on Dec 07

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  9. rolex replica swiss commented on Jan 06

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  10. DevOps services commented on Jan 12

    … [Trackback]

    […] Read More on on that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  11. dumps with pin commented on Jan 26

    … [Trackback]

    […] There you will find 90089 additional Information on that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

  12. rbc sign in online commented on Jan 28

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2016/05/10/philadelphia-come-see-me-tomorrow-at-fpa-spring-symposium/ […]

HowIInvestMyMoney