NAIFA Life Insurance Awareness Month

September 17 –  11:30 - 1:30 PM.  

Presentation Topic: Who Cares about Estate Planning?
CE Credits: This program is being filed for CE (Delaware and Pennsylvania) and CFP

Enjoy Networking,  Informative Industry Presentation, and Lunch with a Great View!

Stay after the meeting for a round of golf - sign up as an individual as a foursome.
Hartefeld Golf Course, 1 Hartefeld Dr, Avondale, PA 19311 (Just about 1/2 mile over the state line)

 

Details:
NAIFA Members are FREE lunch meeting

Guests are welcome $25.00 lunch meeting

Golf option is add-on at check out - $110 Individual / $440 Foursome

Please register in advance by September 7, 2026.

 

Bob Fish
Bob Fish

Presenter, Bob Fish, Strategic Wealth Management Advisors
Bob serves on Strategic Wealth Management Advisors' Executive committee. Bob is responsible for the overall development and operations of the company. He has over Thirty eight years' experience in business succession, personal estate and wealth management planning for family-operated businesses and high net worth individuals. Bob's innovative solutions in these areas have earned him industry wide acclaim; and he is a frequent speaker on radio talk shows across the country.

Prior to Bob co-founding Strategic Wealth Management Advisors, Bob was a Senior Partner at The Creative Financial Group. During his tenure there, he served on their Board of Directors and teh Board of New England Financial leaders association.

Bob is a graduate of LaSalle University with a degree in Business Administration and a minor in Finance. Bob resides in West Chester, Pennsylvania with his wife Kelley and their three children, Ariah, Bobby, and Max

 

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