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Philadelphia Bar Association

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Tuesday, December 20, 2016

9:00 AM

Philadelphia Bar Association
11th Floor Conference Center
1101 Market Street
Philadelphia, PA 19107


Registration Info:
8:30 AM

Program - Part I:
9:00 AM - 11:00 AM


Full day registration can also be made from the link above.

Lunch is included with the full day registration.

Paul J. Brahim, CFP®, AIFA®
Chief Executive Officer
BPU Investment Management, Inc.

Mr. Brahim is a shareholder of BPU Investment Management, Inc. and the CEO and Chairman of the Board of Directors of the firm. He is also a member of the firm's Investment Committee. In that capacity, Mr. Brahim led the firm's efforts to provide comprehensive financial planning and asset management services to individual clients. He also introduced and developed BPU's Personal Financial Education (PFE) program and was instrumental in creating the firm's retirement plan offering.

Mr. Brahim often serves as an expert witness in financial services related cases, providing research and testimony for legal counsel and their clients in both FINRA arbitration and court cases.

Day on Financial Planning - Part I - Now What? I'm a Lawyer Earning Money and I Need a Financial Plan

CLE_Now What? I'm a Lawyer and I Need a Financial Plan

Sponsored by BPU Investment Management

Philadelphia Bar Association CLE and BPU Investment Management, Inc. are proud to partner to present A Day on Financial Planning. The day consists of three CLE programs. You may register for one, two or the full day of courses.

This CLE, Part I of the day's programming, provides guidance to attorneys regarding how to implement strategies to get the most out of their current paycheck and develop the right financial habits that, if consistently applied over time, can build wealth.

The program will address debt and cash flow, taxes, education planning, investments, retirement and estate planning.

Whether you are 25 or 55, this session is for you.

  • I’m 25 years and I don’t make a lot. School loans are killing me. Invest the future? That’s too far away.
  • I’m 35 years old and just bought a house and there’s a child on the way. Once the baby’s a little older and I’m making a little more, I’ll think about the future.
  • I’m 55 years old and college costs are killing me. As soon as these tuition bills are done, I can invest for my retirement.
  • I’m 65 years old. Invest for the future? Social Security won’t cover it, so, I’ll guess I’ll just work until I can’t.

    Finally, if you attend the full day, join your colleagues for a cocktail reception and continue the conversation.

    Attend the Day on Financial Planning and learn how to save, invest or make the most of your well-earned income.

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