The January Breakfast Meeting will be held on Wednesday, January 17, 2018, 8:00 am at the Doubletree Guest Suites in Plymouth Meeting, PA. The guest speaker will be Elijah Dornstreich, a Vice President and Financial Advisor in Bernstein Global Wealth Management’s Philadelphia office. Mr. Dornstreich will talk about “All The Right Moves: Financial Planning in a Turbulent World.”
A graduate of the University of Pennsylvania with a BA in sociology, Elijah Dornstreich came to Bernstein from Capital Business Partners, which specializes in funding solutions for small-business and retail clients. At Bernstein, Mr. Dornstreich advises individuals and institutions regarding a wide range of financial planning and investment matters, ranging from tax, retirement, and wealth planning, to planning for the sale of a small business, stock and options planning, and pension solutions.
Active in professional and civic affairs, he is a member of the Philadelphia, Pittsburgh and Bucks County Estate Planning Councils. He serves on the Boards of the AJC: Global Jewish Advocacy, the National Museum of American Jewish History, and Home Front Hearts, a nonprofit serving military families.
Mr. Dornstreich will discuss the factors contributing to the continuing stock market rally — and what could derail it — with a view toward investment and retirement planning. He will show how a rational and systematic approach to retirement planning built on the “right moves” can lead to success, even in adverse markets.
ASA Philadelphia Members: Free
This educational and informative Breakfast Meeting is FREE for ASA Philadelphia Members but requires Registration. Please register early for this Meeting which qualifies for 2 hours credit toward ASA re-accreditation.
Guests: $25
The Breakfast Meeting is $25 for Guests. Family members, colleagues, and associates are welcome! To Pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35.
Please Register or Pay by January 12. Send checks to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462.