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Philadelphia Bar Association

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Tuesday, December 20, 2016

3:00 PM

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


Registration Info:
Lunch and registration:
2:30 AM

Program - Part III:
3:00 PM - 5:00 PM


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

Join your colleagues for a cocktail reception immediately following this CLE from 5:00 - 6:00 PM.

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 III - Taking Control - Financial Planning for Women

CLE_Taking Control - Financial Planning for Women

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 three of our Day on Financial Planning, focuses on financial planning for women. Education, family, career, divorce, death and money. Women manage all of it exceptionally well - so well, that 47% of all millionaires in the US are women and, despite their varied and significant responsibilities, women live, on average, substantially longer than men.

This CLE program addresses the unique financial issues that women and their female clients face and outlines specific strategies they can implement to create and maintain financial independence through it all.

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