Events

Upcoming events

    • 06 Mar 2024
    • 6:00 PM
    • Wells Fargo Center, 3601 S Broad St, Philadelphia, PA 19148
    • 5
    Register


    Join ASPPA ABC for an evening at the Sixers Game.

    6:00 p.m. Networking and Buffet dinner including beer and wine.

    7:30 p.m. Sixers vs. Grizzlies tip off

    Limited to first 40 registrants.

    • 01 May 2024
    • 8:00 AM - 10:00 AM
    • Maggiano's, Cherry Hill, 2000 NJ-38 Suite 1180, Cherry Hill, NJ 08002
    Register

    Join us for a discussion about how you can apply the principles and practices of great coaching to differentiate yourself in a way that’s easy for clients to follow, and hard for others to compete with. In this session we hope to explore how to use financial coaching to improve client satisfaction and retention, and increase the financial professional’s influence over their client’s financial actions. Finally, we’ll share ideas for integrating this approach into your practice–which may be easier than you think.

    About our speaker: Patrick Delaney

    Patrick Delaney is a retirement insights leader for T. Rowe Price U.S. Intermediaries and a vice president of T. Rowe Price Investment Services, Inc. In his current role, he plays a key part to develop the firm's point of view and position on major topics and issues that impact the retirement industry-including plan design, demographic trends, target date and investment selection, financial wellness, and health care. He is a frequent speaker at client and industry events, and he serves as a retirement subject matter expert to recordkeepers, consultants, advisors, third-party administrators, and plan sponsors. Patrick has been with T. Rowe Price since 2000. He earned a B.A. in economics from Gettysburg College and is a Series 7 and 63 registered representative.


Past events

28 Feb 2024 Virtual Roundtable: Developing an Engaging Internship Program
25 Jan 2024 Boundaries and Business
18 Jan 2024 Members and Sponsors Only Appreciation Dinner
06 Dec 2023 Holiday Social and Networking Event
15 Nov 2023 Ethics Session
21 Sep 2023 Members Only Roundtable 2023 Part 2 - Ask the Experts
17 Aug 2023 Summer Social
20 Jul 2023 SECURE 2.0 – Terminated Participant Options and Best Practices
15 Jun 2023 SECURE 2.0 Act of 2022: Selling Opportunities for Financial Professionals and TPAs
10 May 2023 Spring Social
27 Apr 2023 Members Only Roundtable 2023 - Ask the Experts
29 Mar 2023 Sixers vs. Mavericks Game
09 Feb 2023 LinkedIn 3.0 – “Next Level” Training How to Convert Leads into Meetings using LinkedIn
18 Jan 2023 Members and Sponsors Only Appreciation Dinner
12 Jan 2023 How to Value Inclusive Language
30 Nov 2022 Holiday Social and Networking Event
09 Nov 2022 1/2 Day Seminar
09 Sep 2022 “Under” Covered – The Coverage Gap, Efforts & Opportunities to Close It
10 Aug 2022 Summer Social
09 Jun 2022 Trends in Cybersecurity and Sales
04 May 2022 ASPPA Spring National 2022
03 May 2022 ASPPA Spring Social
14 Apr 2022 Stop, Ask, Explore - Learn to Navigate Change in Times of Uncertainty
03 Mar 2022 ASPPA ABC of Philadelphia at the Flyers Game
10 Feb 2022 Members Only Roundtable 2022 - Ask the Experts
19 Jan 2022 Members and Sponsors Only Appreciation Dinner
01 Dec 2021 Holiday Social and Networking Event
18 Nov 2021 Members and Sponsors Only Appreciation Dinner 2022
10 Nov 2021 10 Fiduciary Best Practices
07 Oct 2021 Fall Social
12 Aug 2021 Lifetime Income Impact of the SECURE Act
17 Jun 2021 Members Only Roundtable 2021 - Ask the Experts
13 May 2021 Industry Update, Business Development & Retention and Participant Advice
15 Apr 2021 Leading from Your Laptop
11 Mar 2021 Creating a Cybersecurity Awareness Culture for your Organization
11 Feb 2021 Word of Mouth Influence (WOMI)
14 Jan 2021 Understanding Audits
03 Dec 2020 Virtual Event - Best Interest Standard of Care for Advisors and DOL Final Rule on ESG Funds
21 Oct 2020 Virtual Event with Rich Hochman
23 Sep 2020 ASPPA ABC of Philadelphia Virtual Event: A Not So Typical Ethics Session
12 Aug 2020 Virtual Event: Members Only Roundtable - Ask the Experts
16 Jul 2020 Are you ready for Default Electronic Disclosure?
20 Feb 2020 Members Only Roundtable 2020 - Ask the Experts
29 Jan 2020 Members and Sponsors Only Appreciation Dinner 2020
04 Dec 2019 Holiday Social and Networking Event
26 Sep 2019 Breakfast Seminar - Ethics
13 Jun 2019 1/2 Day Seminar
09 May 2019 Eastern Benefits Conference
27 Mar 2019 Retirement Industry Career Forum
20 Mar 2019 Bowling Social
22 Feb 2019 Members Only Roundtable 2019 - Ask the Experts
17 Jan 2019 Members and Sponsors Only Appreciation Dinner 2019
28 Nov 2018 Holiday Social and Networking Event
15 Nov 2018 1/2 Day Seminar
20 Sep 2018 Lunch Seminar - Ethics Survivor
06 Jun 2018 Summer Social
09 May 2018 Members Only Roundtable 2018
26 Apr 2018 Eastern Benefits Conference
04 Apr 2018 Breakfast Seminar: Investment and Future Planning for Retirement
28 Mar 2018 Retirement Industry Career Forum
18 Jan 2018 Members and Sponsors Only Appreciation Dinner 2018
07 Dec 2017 Holiday Social and Networking Event
17 Nov 2017 Webcast: Ethics with Lauren Bloom
02 Nov 2017 Members Only Live Stream Event
28 Sep 2017 Breakfast Seminar: IRS Compliance
15 Jun 2017 Lunch Seminar with David N. Levine, Groom Law Group
27 Apr 2017 Philadelphia Regional Conference
06 Apr 2017 Members and Sponsors Only Networking Event
22 Mar 2017 Breakfast Seminar with Jim Kais, Transamerica
16 Feb 2017 Members Only Roundtable 2017
19 Jan 2017 Members and Sponsors Only Appreciation Dinner 2017
14 Dec 2016 Holiday Social andNetworking Event
17 Nov 2016 1/2 Day Meeting
09 Sep 2016 Ethics - Lauren Bloom
16 Jun 2016 1/2 Day Seminar with Sal Tripodi
19 May 2016 Philadelphia Regional Conference
27 Apr 2016 Spring Social
16 Mar 2016 Cybersecurity - Steven Caponi
18 Feb 2016 Members Only Roundtable 2016
21 Jan 2016 Members and Sponsors Only Appreciation Dinner 2016
03 Dec 2015 Members and Sponsors Only Networking Event
13 Nov 2015 Retirement Plan Hot Topics - Bob Toth
17 Sep 2015 Ethics Lunch
03 Jun 2015 Members Only Networking Event
19 Mar 2015 1/2 Day Program - EPCRS
26 Feb 2015 Members Only Roundtable
15 Jan 2015 Members Only Dinner
04 Dec 2014 1st Annual Joint ABC, FPA & PEBA Networking Event at Xfinity Live!
19 Nov 2014 Lunch Meeting - Regulatory Update with Craig Hoffman
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