Venue and Schedule:
Location: Ruth's Chris Steakhouse, 1 Hilton Court, Parsippany, NJ 07054
Topic: How to Build a Million Dollar Practice
Date: Wednesday, October 26, 2011
Time: Registration at 10:45, Program begins at 11:00, ends at 1:30.
Topics covered:
Piecemeal Financial Planning vs. Coordinated Wealth Management
The Process of High Net Worth Financial Planning
The Strength of Personal Goal Financial Evaluator
Speaker: Joseph Spada, CFP®
Joseph Spada is one of the most successful independent financial advisors in the country with over 30 years of experience specializing in solving problems and maximizing opportunities for high net worth families. He is a nationally recognized expert and speaker; quoted in Barron's, Worth, Investment News, Financial Planning Magazine, Bloomberg TV and CNBC. Joe has personally trained more than 100 financial consultants and is a Member of the Board of Directors and a Senior Principal of Summit Financial Resources, Inc.
Registration:
To learn more about this unique symposium, contact Richard Millus, at (973) 285-3649 or rmillus@sfr1.com. Additionally, please visit www.SummitFinancial.com to familiarize yourself with Summit Financial Resources, Inc.
