New York City Times Square

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.

 

We are trying to grow the Chapter! Please help by spreading the word on the benefits of an HFTP membership to your friends and colleagues!






 
Missed our last meeting?

 

 
‚ÄčHFTP Greater Philadelphia Chapter
P.O. Box 22386
Philadelphia, PA  19110


Host a Meeting?

We are always seeking new venues for our meetings and events. If you are interested in hosting an upcoming event, please contact us!

Cancellations

Cancellations and/or refunds will be granted up to 48 hours prior to an event date with the written notice to Jason Goldstein - Chapter President.