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|Quarterly Meeting January 17, 2012 |
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|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 |
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