01/17/2018 Financial Planning in a Turbulent World

Hosted By ASA Philadelphia Chapter

When
January 17, 2018

Cost
$0 Member
$25 Non-Member

Where
DoubleTree Suites by Hilton
640 Fountain Road,
Plymouth Meeting, PA 19462
(610) 834-8300

Register Now

The Philadelphia Chapter of the American Society of Appraisers is presenting Financial Planning in a Turbulent World on January 17, 2018, 8:00 am at the Doubletree Guest Suites in Plymouth Meeting, PA.

The guest speaker will be Elijah Dornstreich, a Vice President and Financial Advisor in Bernstein Global Wealth Management’s Philadelphia office. Mr. Dornstreich will talk about "All The Right Moves: Financial Planning in a Turbulent World." Mr. Dornstreich will discuss the factors contributing to the continuing stock market rally -- and what could derail it -- with a view toward investment and retirement planning. He will show how a rational and systematic approach to retirement planning built on the "right moves" can lead to success, even in adverse markets.

Instructor 

Elijah Dornstreich— A graduate of the University of Pennsylvania with a BA in sociology, Elijah Dornstreich came to Bernstein from Capital Business Partners, which specializes in funding solutions for small-business and retail clients. At Bernstein, Mr. Dornstreich advises individuals and institutions regarding a wide range of financial planning and investment matters, ranging from tax, retirement, and wealth planning, to planning for the sale of a small business, stock and options planning, and pension solutions.

Active in professional and civic affairs, he is a member of the Philadelphia, Pittsburgh and Bucks County Estate Planning Councils. He serves on the Boards of the AJC: Global Jewish Advocacy, the National Museum of American Jewish History, and Home Front Hearts, a nonprofit serving military families.

CE Credits

2 CE Credits


Chapter Event Listing Request Form

Please complete the Chapter Education Request Form if your chapter would like to have your event listed above.
  

Special Offer

The American Society of Appraisers is now providing local chapters the special opportunity to license and offer the Society's Principles of Valuation classes for BV, MTS and ARM. Chapters looking to help their members meet current educational needs and save on travel can follow these easy steps to hosting a POV course in their city:
  1. Identify your chapter's educational needs to determine which course(s) you want to offer;
  2. Contact ASA's Education Department - expert instructors will be provided upon request;
  3. Secure onsite arrangements and promote your chapter's offering; and
  4. Host the class.
For more information contact (800) 272-8258 or education@appraisers.org.