GVA Philadelphia Phorum 2016

GVA Philadelphia Phorum 2018

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.

Sign Up Now

When

April 20 – Meet & Greet
April 21 – Presentations at The Hub
April 22 – Breakfast
*More details to follow

Where

Hotel Sofitel Philadelphia
120 S. 17th Street
Philadelphia, PA 19103

The Hub
30 S. 17th Street
Philadelphia, PA 19103

Other Topics to Include

Compliance
An annual review of industry & LPL Financial updates, new changes at GVA, and more.

Technology
Financial advisors technology is constantly changing. Are you prepared?

With Special Guest

John J. Canally Jr

John J. Canally Jr., CFA

Chief Economic Strategist
John is a Senior Vice President and Chief Economic Strategist for LPL Financial. He plays a major role in the development and formulation of LPL Financial market and investment strategies.

author avatar
James J. Spinelli, ChFC®, AIF® Co-Founder & CEO
James Spinelli co-founded Great Valley Advisor Group with a singular focus: to create a robust platform for advisors aspiring to become business owners. James holds a B.S. in Information Systems with a Minor in Information Technology, and an M.S. in Information Science (MSIS) from Penn State University. He furthered his education with an M.S. in Finance (MSF) from the Indiana University Kelley School of Business. During his time at Penn State, he was also a member of the Penn State Nittany Lions Varsity baseball team.