GVA Annual Compliance Conference – Oct. 11 – 13, 2017 By James J. Spinelli, ChFC®, AIF® on June 26, 2017 For the past two years we have had great success with our compliance conference in Philadelphia. However, we feel it’s… Read More
Compliance Call – Thursday 6/8/17 @ 1PM EST By James J. Spinelli, ChFC®, AIF® on June 2, 2017 GVA will host a quarterly compliance call for their advisors to discuss updates regarding the following topics: Employer Sponsored ERISA… Read More
Advisor Appreciation Event By James J. Spinelli, ChFC®, AIF® on May 3, 2017 Great Valley Advisor Group (GVA) will hold an Advisor Appreciation Event on May 10th for a business person special at… Read More
Clientworks Training & Best Practices By James J. Spinelli, ChFC®, AIF® on March 21, 2017 Please join the GVA team, along with a Sr. Support Partner of LPL Financial on March 21, 2017 for a ClientWorks… Read More
Midwest Forum By James J. Spinelli, ChFC®, AIF® on February 16, 2017 We’re excited to invite you to the Great Valley Advisor Group Midwest Forum on May 18th! This will be a… Read More
GVA – Midwest Summer Forum By James J. Spinelli, ChFC®, AIF® on August 4, 2016 GVA had a great time at our first annual -Midwest Summer Forum at Surly Brewery! Thank you to everyone who… Read More
GVA Philadelphia Phorum 2016 By James J. Spinelli, ChFC®, AIF® on January 30, 2016 Don’t Miss Out! Great Valley Advisor Group is happy to host their annual conference this upcoming April to all our current advisors. This two day event will provide an update on the current GVA business model, compliance and technology updates, and industry speakers who will answer all your questions on how to best serve your clients.
Philly Phorum 2015 By James J. Spinelli, ChFC®, AIF® on January 16, 2016 Lincoln Financial Field & The Union League of Philadelphia