ASPPA Benefits Council of Greater Philadelphia is a local chapter of ASPPA, the American Society of Pension Professionals and Actuaries.

The mission of the ASPPA Benefits Council of Greater Philadelphia is to provide affordable, local educational and networking events for our members. With the help of our corporate sponsors and direct affiliation with ASPPA National, we attract speakers who are industry specialists to help keep our members informed about current developments impacting employer-sponsored retirement plans. Our networking events enable members to interact with one another and our corporate sponsors in a professional but relaxed environment. We have a diverse membership base consisting of retirement plan professionals in all plan administration roles including: Third Party Administrators, ERISA attorneys, CPAs, actuaries, investment advisors, wholesalers, and others.

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Leading from Your Laptop

When
15 Apr 2021
12:00 PM - 1:00 PM (EDT)
Location
VIA ZOOM - https://us02web.zoom.us/j/89685389231

Registration

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Leading from Your Laptop

What makes a virtual meeting memorable and distinguishes it from the deluge of other calendar invites? This presentation will explore adapting to the new normal of client communication, representing yourself and your brand effectively through virtual channels and establishing clear goals and markers of success.

This meeting has been approved for 1 ASPPA credit.

About our speakers:

Moderator: Matt Leeper, American Funds

Speaker: Jonathan Young, American Funds

Jonathan Young is a senior national accounts manager at Capital Group, home of American Funds. He has 30 years of investment industry experience and has been with Capital Group for 27 years. Prior to joining Capital, Jonathan was an investment representative with PaineWebber. He holds a bachelor’s degree in speech communication from Old Dominion University. He also holds the Accredited Investment Fiduciary® and Professional Plan Consultant® designations. Jonathan is based in Chesapeake, Va.