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January Breakfast Meeting: Financial Planning in a Turbulent World

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.”

 elijah_dornstreichA 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
button register nowThis 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
button pay nowThe 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.

September Meeting: Accounting Standards Updates

The September Chapter Meeting will be held on Wednesday, September 16, 2015 at the Doubletree Guest Suites in Plymouth Meeting, PA. The Board of Directors will meet at 5:30 pm; all ASA members are welcome. The general meeting starts at 6:30. It will include the installation of the 2015-2016 Chapter Officers and presentation of the 2015 George D. Sinclair Award.

Albert Lazo, CVAThe guest speaker will be Albert A. Lazo, Director of Valuation Services at Brinker Simpson & Company, headquartered in Springfield PA. Mr. Lazo will review recent Accounting Standards Updates (ASUs) and their impact on business valuation.

Mr. Lazo is a Certified Valuation Analyst (CVA) with more than 15 years business consulting experience, including 10 in valuation services. A graduate of the University of Vermont with a BA in Mathematics, he took his MBA in International Business & Finance at Virginia Tech. Before joining Brinker Simpson & Company, he worked in valuation at KPMG and BDO.

With Michael Simpson, Al leads his firm’s valuation practice , which serves Fortune 500 and middle market clients, including energy, oil, chemical, retail, and manufacturing companies. Their practice ranges from business, gift and estate tax valuation to purchase price allocation and goodwill impairment.

As seating for this talk is limited, please register early for this educational and productive evening which qualifies for 2 hours credit toward ASA reaccreditation.

Dinner is $35 per person for members and guests. Members: Last chance this season to buy the 5 Meeting Plan for $110 – a $65 saving! 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 RSVP by Friday, September 11, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).

SAVE THE DATES. This is the first meeting of the 2015-2016 season. Other meetings, all at the Doubletree, are November 18, January 20 (Breakfast) and March 16. A May dinner meeting at a special venue is also planned but not finalized.