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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Build your brand and business with powerful marketing…….Stand out in a crowd of thousands

When
12 May 2026
5:30 PM - 8:30 PM
Location
Cafe Aldo Lamberti's, 2011 Marlton Pike, Cherry Hill Township, NJ 08002

Registration

Members – $35.00
NonMember Registration – $50.00

Join us for an evening of learning and networking.

There will be time for questions and answers before dinner.

Here is the schedule for the evening:

5:30 p.m. Arrival and networking

6:30 p.m. Welcome and Speaker

Build your brand and business with powerful marketing…….Stand out in a crowd of thousands

This program has been approved for 1 ASPPA and 1 non-core JBEA credit.

7:10 p.m. Q&A

7:15 p.m. Dinner

8:00 p.m. Conclusion

About our speaker:

David Thomas is a Senior Director and Executive Consultant at Invesco. In this role, he is responsible for representing the firm's CEO Advisor Institute coaching and consultation platform to advisors across the mid-Atlantic region. Mr. Thomas joined Invesco when the firm combined with OppenheimerFunds in 2019. Prior to his current role, he was a senior advisor consultant at OppenheimerFunds for the Northern Virginia and Richmond area. In that role, he took a consultative approach in an effort to support financial advisors by taking time to understand their businesses and offering a broad range of insights, tools, and resources designed to enhance the success of their practices. Prior to joining OppenheimerFunds in 1994, he worked as a financial advisor at Independent Financial Marketing Group in its bank division. He also held the position of financial advisor at Capital Financial Group and began his career at Mutual of New York. Mr. Thomas has been in the financial service industry since 1989. Mr. Thomas earned a BBA in finance and an MBA from James Madison University. He is a Chartered Retirement Planning Counselor® (CRPC) and holds the Series 7 and 63 registrations.