Next Chapter Event:

Wednesday, April 24, 2024 - Educational Event / 401(k) Plans

Topics to be Discussed: Plan Design Trends in the Hospitality Industry, Secure Act 2.0: Summary of the Key Provisions and Considerations for Plan Sponsors, and Cybersecurity: What's at Risk in a Cyberattack on a 401(k) Plan?

Speaker Bio: Edward McNicholas, Senior Associate Valley Forge Financial Group
Ed has worked with employer-sponsored retirement plans since joining Valley Forge in 1994. He is a graduate of Thomas Jefferson University (B.S. in Finance & Economics) and obtained a Master's Degree in Business Adminstration (MBA) from St. Joseph's University.

Professional Designations and Securities Licenses:

• Chartered Retirement Plans Specialist (CRPS®) with the College for Financial Planning
• Chartered Retirement Planning Counselor (CRPC®) with the College for Financial Planning
• Accredited Investment Fiduciary (AIF®) with the Center for Fiduciary Studies
• Series 6, 63 and 65 securities licenses with FINRA

Germantown Cricket Club - 411 Manheim St, Philadelphia, PA 19144

5:00 - 5:45p - Cocktails and Networking
5:45 - 6:00p - Chapter Business Meeting
6:00 - 7:00p - 401k Discussion
7:00 - 8:30p - Dinner and Continued Discussion

HFTP Members - $70
Guests - $80
Students - $40

1 CPE Credit

Registration and Payment via TicketLeap
-or-
RSVP to Diane McHugh and mail your check to
HFTP Greater Philadelphia 
PO Box 22386
Philadelphia, PA 19110

RSVP no later than Friday, April 19, 2024 - WE LOOK FORWARD TO SEEING YOU!




Save the Dates 2024
We're excited to have you join us!

Wednesday, April 24 - Educational Event / 401(k) Plans
Monday, May 20 - Educational / AI, Social Media & Marketing
Tuesday, June 13 - Social / Top Golf in King of Prussia
Wednesday, August 21 - Swinging for Scholars Golf Outing at French Creek
September - Education / TBD
Tuesday, October 29 - Education / TBD
Thursday, November 14 - Social / Scholarship Awards Dinner
December - Social / Holiday Dinner at the General Warren
**Dates and events are subject to change. More information to follow.

 

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