ASA Philadelphia Calendar

Chapter 35, serving the bustling Philadelphia metro area, is one of the most active in the nation! Our calendar of educational, recreational, and social events has the latest news about seminars, meetings, lectures, speeches, parties, and functions.

January Breakfast Meeting: Financial Planning in a Turbulent World

The January Breakfast Meeting will be held on Wednesday, January 17, 2017, 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
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.

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2017 Holiday Charity Event & Happy Hour

The Philadelphia Chapter of the American Society of Appraisers will sponsor a Charity Event and Happy Hour on Thursday, December 7, 2017 from 5:00-8:00 pm in the Fayette Room on the first floor of The Great American Pub(610-940-0540), 123 Fayette Street, Conshohocken PA. The event will benefit Cradles to Crayons.
Cradles to Crayons
Charity Event.  Please bring a new or gently-used article of essential children’s winter clothing. The clothing, or a $10 donation instead of clothing, will go to Cradles to Crayons. The charity helps children living in low- income and homeless situations.

Happy Hour.  Enjoy a delicious selection of hot and cold hors d'oeuvres and an open bar (soda, draft beer, all house wines and liquor), all courtesy of the Philadelphia Chapter.

Registration Required.  The event is FREE for Philadelphia Chapter members, but space is limited so please visit the ASA Philadelphia Members Page or the Facebook Page to REGISTER if you plan to attend.

Tuition Raffle. For the first time this year, the event will feature an educational raffle for tuition!

Guests Welcome. We're ready and eager for a big turn-out for our fourth annual service event, so bring a friend. Your spouses, colleagues and guests are welcome! Please direct questions about the event to Executive Secretary Joanne Paciello, by email, phone (610-277-1366) or fax (610-277-1366).

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