Continuing Professional Education
Fall 2009 Programs
Info: Theresa Bloom, 215-881-7402 | register
12/10/09 (Th)
Retirement Planning With a Focus on Investments, Insurance, and Taxes
Instructor: Adam Soloff
Time: 6:00-9:15pm
Location: Penn State Abington, 102 Conference Center
Program Cost: $65
Credit:
CPE- 3 Other
CFP- 3 Live
CEU- 0.3
Program Description:
Retirement Planning With a Focus on Investments, Insurance, and Taxes is a seminar that reviews the various aspects necessary to consider when helping clients transition from one’s working years into retirement years. The course touches on the non-financial aspects of retirement, while the main focus is planning from the viewpoints of investments, insurance, and taxation. The goal of the course is to provide the information necessary for a client to live comfortably and confidently in their retirement years.
Instructor:
Adam Soloff, EA, CFP, is the Managing Member and Founder of Soloff Wealth Management Group. The practice is headquartered in Jenkintown, Pennsylvania. Adam Soloff concentrates his dual practice of financial planning and accounting in retirement and investment advisory while also handling other matters within each discipline.
Prior to forming Soloff Wealth Management Group, Adam Soloff was a founding member of the Lighthouse Wealth Management Group, a financial advisory practice focusing primarily on investment management. The Lighthouse Wealth Management Group was headquartered in Marlton, New Jersey.
Adam Soloff holds a Bachelor of Science from The Pennsylvania State University. Adam subsequently attended the American College in Bryn Mawr, PA where he fulfilled the course requirements to become a Certified Financial Planner. Adam differentiates himself from many financial planners by having become a Federally Authorized Tax Practitioner as an Enrolled Agent with the Internal Revenue Service.
Adam has been practicing as a financial advisor for families and small businesses since 1996 and has the following credentials: (CFPTM) Certified Financial Planner Practitioner designation,(EA) Enrolled Agent- Federally Authorized Tax Practitioner, NASD Series 7, 8, 52, 63, and 65, Working with clients in PA, NJ, NY, DE, MD, OH, VA, FL and Washington D.C., Annuity, Life, Long Term Care, Health, and Disability Insurance licensed, Financial Planning Association- Leader of Jenkintown, PA and surrounding area, and a National Association of Enrolled Agents member.