Breakfast Program - Secured Steps: The Special Needs Planning Playbook for Professional Advisors + Annual Membership Meeting
Date: Wednesday, May 19, 2027
Time: 7:30am - 9:30am
Location: The Bucks Club, 2600 York Rd., Jamison, PA 18929
Speaker: Jeff Llewellyn, CFA, CFP®
Breakfast Program PLUS Annual Membership Meeting
We will add the program details when they are available from the speaker.
Annual Membership Meeting - We need our members to attend this meeting to vote on any changes, new Treasurer/Board Members and allows the Board to hear your questions, concerns and suggestions for our Council. Please mark your calendar to attend this important membership meeting.
Agenda
7:30 am - 8:00 am Networking
8:00 am - 9:00 am Buffet Breakfast and Program
9:00 am - 9:30 am Membership Meeting
