CLE - Part III: Legacy… You and the Next Generation

This three-part educational series, exclusively for members of the Philadelphia Bar Association, is designed to help you take charge of your finances and pursue a more comfortable financial future. In this series, Paul J. Brahim, CFP®, AIFA®, the Chair and CEO of BPU Investment Management, Inc., examines the 7 Roadblocks to Financial Success and how to avoid them. Brahim will then identify the 6 Keys to Financial Success to guide you on your way to developing sound personal finances, while teaching you how to build a financial legacy for you and the next generation. In this course Part III: Legacy… You and the Next Generation - Estate Conservation, he explains how to put a price tag on your retirement and guides you through the ABCs of estate conservation.
Philadelphia Bar Association 10th Floor Board Room 1101 Market Street Philadelphia, PA 19107
Online registration not available.

Sign In