Upcoming events

    • 11 Mar 2021
    • 12:00 PM - 2:00 PM (EST)
    • VIA ZOOM -

    In an increasingly technology driven world, many organizations have an incredible pressure to embrace and use adaptive technologies to keep pace with customers and market demand. However as our internal and customer data becomes more digital, we must learn to balance convenience, security and privacy. We will discuss current security technology trends and recent examples of threats targeting the retirement plan industry. In addition, we will introduce some simple / practical ways to protect your organizations and educate your customers and employees on these risks.

    This meeting has been applied for 1 ASPPA, 1 ERPA and 1 JBEA NON CORE credits.

    About our speaker:

    Justin Headley, Consulting Manager, Warren Averett

    Justin Headley joined Warren Averett in 2016 and is a Managerin the Firm's Security, Risk and Controls Group. He has more than ten yepars of combined public accounting and industry experience. Justin has extensive knowledge in assisting our clients with Technology Control Reviews, Cyber Security concerns, Technology Risk Assessments, Business Process Reviews and SSAE 18, SOC 1 and SOC 2 Reports. In conjunction with the AICPA, he recently acquired the newly released SOC for Cyber Security certificate, which assists clients in an examination of the maturity of their Cyber Security Risk Management Program. Justin is also a published author and speaker on a variety of technology and cyber security topics. Justin resides in Birmingham with his wife and three children.
    • 15 Apr 2021
    • 12:00 PM - 2:00 PM (EDT)
    • VIA ZOOM -

    Leading from Your Laptop

    What makes a virtual meeting memorable and distinguishes it from the deluge of other calendar invites? This presentation will explore adapting to the new normal of client communication, representing yourself and your brand effectively through virtual channels and establishing clear goals and markers of success.

    This meeting has been applied for 2 ASPPA, 2 ERPA and 2 JBEA NON CORE credits.

    About our speakers:

    Moderator: Matt Leeper, American Funds

    Speaker: Jonathan Young, American Funds

    Jonathan Young is a senior national accounts manager at Capital Group, home of American Funds. He has 30 years of investment industry experience and has been with Capital Group for 27 years. Prior to joining Capital, Jonathan was an investment representative with PaineWebber. He holds a bachelor’s degree in speech communication from Old Dominion University. He also holds the Accredited Investment Fiduciary® and Professional Plan Consultant® designations. Jonathan is based in Chesapeake, Va.

    • 17 Jun 2021
    • 12:00 PM - 1:00 PM (EDT)
    • VIA ZOOM -
    • 41

    Our popular Ask the Expert roundtable is back in 2021!

    This meeting has been applied for 2 ASPPA, 2 ERPA and 2 JBEA NON CORE credits.

    Click here to add to your calendar.

Past events

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?
24 Mar 2020 POSTPONING: ASPPA Update and Flyers Game
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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