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Philadelphia Bar Association

Topcap Invite

Date:
Tuesday, April 10, 2018

Time:
12:00 PM

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

1 SUB/1 ETH The ethics is integrated in this program.

Registration Info:
Lunch and registration:
11:30 AM

Program:
12:00 PM - 2:15 PM

CLICK HERE TO REGISTER FOR THIS CLE PROGRAM

Featured Speaker:

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.

Tales from the Financial Services Trenches

CLE - FREE - Tales From the Financial Services Trenches

FREE CLE for Philadelphia Bar Association members in good standing.

An Expert Witness - Your Best Friend or Worst Nightmare?

This CLE program will provide guidance and important tips for selecting, qualifying and preparing an expert witness. Our featured speaker, Paul Brahim, Chairman and Chief Executive Officer of BPU Financial Services, will explore the following important questions:

  • What do these experts cost?
  • Should they be part of your team early in the process?
  • Is there peril to bringing the expert onboard late in the game?
  • What about the expert's report?
  • What are the critical components and construct of an expert report?

The program will also address Daubert v. Frye -- no, they're not named partners in a firm.

At the conclusion of this program, attendees will have the necessary tools needed to find and work with your "new best friend."

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Best of 2017 CLE

A HUGE THANK YOU TO OUR LUNCH SPONSOR

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Bottomcap Invite