AEP & Financial Planning for Clients with MS/Alzheimer's
Date: Wednesday, November 18, 2026
Time: 01:30 PM - 5:00pm
Location: Centennial Conference Center, 3350 Center Valley Pkwy, Center Valley, PA
Speaker: Bronwyn Martin, MBA, CHfC, CLU, AEP, CRPCTM, CMFCTM, CFSTM, CLTC, LACP
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Join us for a presentation on “Financial Planning for Clients with MS/Alzheimer’s,” presented by Bronwyn Martin, MBA, CHfC, CLU, AEP, CRPCTM, CMFCTM, CFSTM, CLTC, LACP, followed by a presentation on the Accredited Estate Planner designation.
Schedule:
1:30–2:00 p.m. — Registration
2:00–4:15 p.m. — Presentation (with break)
4:15–5:00 p.m. — Networking & Cocktails
Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE.
