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Philadelphia Bar Association

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Tuesday, December 20, 2016

12:00 PM

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


Registration Info:
Lunch and registration:
11:30 AM

Program - Part II:
12:00 PM - 2:00 PM


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

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 II - I think I Want to be Done Working

CLE_I Think I Want to Be Done Working

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.

The transition from working to work optional to retirement can be a challenge both financially and psychologically.

This CLE program will address the questions:

  • Do I have enough saved?
  • How do I make what I've saved last?
  • How do I protect it?
  • How do I pass it on?

    This program will provide guidance to help you and your clients prepare for this important transition.

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