Cdn.ymaws.com



|  [pic] |

| |

|  |

|Quarterly Meeting                                                                      January 17, 2012 |

| |

| |

|MARK YOUR CALENDARS NOW!! |

|Quarterly Meeting |

|January 17, 2012 |

|Crowne Plaza Hotel |

|260 Mall Blvd. |

|King of Prussia, PA  19406 |

|4:00-5:00 pm - Networking/Cocktails/Heavy Hors d'oeuvres |

|5:00-7:15pm - CE Presentations |

|Two CFP® CE Credits and two PA Insurance CE Credits are pending approval. |

|Happy Holidays!  Begin your new year with a great educational program and two top-notch speakers! |

|We are pleased to announce that Mitch Anthony and Karen Dolan will be the featured speakers for our January event.  |

|Mitch will discuss the following: |

|Improve your client interactions with stories and analogies |

|Learn how to do a better job of getting your client's story |

|Understand the power of emotion in the decision-making process |

|Karen will dicuss the following: |

|Do you use Morningstar in your practice to analyze mutual funds? |

|Have you ever wondered if Morningstar has any other tools other than the style box? |

|Are you aware of Morningstar's new forward looking projections on mutual funds? |

|Mitch Anthony is recognized as a leading expert in the field of building client relationships.  His relational skills programs are currently being |

|used to train advisors in scores of financial services companies.  He is president of Advisor Insights and the Financial Life Panning Institute, |

|which are training companies serving advisors and financial services corporations.  Mitch has been named one of the financial service industry's top|

|"Movers & Shakers" by Financial Planning magazine.  His work has been featured in ABC Evening News, CNN, Wall Street Journal, Bloomberg, CBS |

|Marketwatch, and Kiplinger's Magazine. |

|Mitch is the bestselling author of several books for financial professionals including: StorySelling for Financial Advisors, which was named the |

|number one "must read" for advisors by Financial Planning magazine.  The New Retirementality-Planning Your Life and Living Your Deams at any Age, |

|From the Boiler Room to the Living Room, and the breakthrough financial education series featuring: The Cash in the Hat and The Bean is not Green. |

|Karen Dolan, CFA, is director of mutual fund analysis for Morningstar, managing Morningstar's team of fund analysts and directing its coverage of |

|mutual funds.  Prior to assuming her current role in February 2008, Dolan was a senior mutual fund analyst.  She joined Morningstar in 2002 and the |

|fund analyst team in 2004.  Dolan holds a bachelor's degree in economics and English from the University of Michigan and a master's degree in |

|business administration from the University of Chicago Booth School of Business.  She also holds the Chartered Financial Analyst (CFA) designation. |

|Karen is a dynamic and entertaining speaker. |

|You may register now and take advantage of our January special by paying for all FIVE EDUCATION CE meetings up front and save $50!! |

| Online Registration |

| |

| |

| |

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download