2025 SEPTEMBER 10 LUNCH MEETING WITH GOLF OPTION

September is Life Insurance Month

Join us for a September NAIFA DE Presentation at Frog Hollow, lunch, and an Add-On Golf option following the event!

Presentation Asset Allocation - The Life Insurance Audit from Noon – approximately 2:00

Meeting includes a lunch, CEs, and option to add on golf. We can accept registrations for individual or foresomes. All levels of play welcome. A fee applies for golf registration.

Presenter: Jim Karthaus, MA, CFP®, CLU®, ChFC® Assistant Professor of Financial Planning, Boettner Chair in Financial Gerontology Guardian/Deppe Chair in Pensions and Retirement, The American College of Financial Services.

Speaker: James Patrick Karthaus, CFP, CLU, ChFC, The American College

• 28 years’ experience working as a financial planner
• Dedicated to helping employees work toward a positive retirement outcome through careful analysis of their risk management planning, investment strategy, and overall financial wellness
• Advanced Markets Specialist
• Brokerage General Agency owner
• Assistant professor at The American College of Financial Services in King of Prussia, PA
• Managing director of Hartford Life in Philadelphia
• LtCol, pilot, US Marine Corps
• CFP® certification, and the CLU® and ChFC® designations
• Series 26, 7, 6, 63 and 65 licenses, as well as certifications in life, accident and health, and property and casualty insurance
• Graduated SUNy at Geneseo, Villanova University master's degree in history, American foreign affairs
• Graduated Naval Flight School as naval aviator, Pensacola Florida

Time: Noon meeting with lunch and networking

We have reserved tee times for golf following this meeting at Frog Hollow Golf Course. Please register for golf by August 29 so we have an estimate for the golf course.Golf is $50pp for golf and cart.Tee Time is approximately 1:45 p.m. Please check the box on the registration form if you will be golfing. Open to all.

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