Third Annual Conference for African-American Financial Services Professionals held May 7-8, 2008


This year’s conference was sponsored by MetLife and presented by The American College on May 7th and 8th at Cheyney University, outside of Philadelphia. This two-day program featured world-class speakers, thought-provoking workshops, and networking opportunities.


Special guests for the conference included

Philadelphia Mayor
Michael Nutter

Shon Gables
Host of the
Black Enterprise
Business Report


View photos from the event here.

Third Annual Conference for African-American Financial
Services Professionals Presentation Overview
Workshop - Build Wealth in a Turbulent Economy
Reach New Heights. Realize Your Dreams By Understanding the Forces Shaping the Current & Future Investment Landscape
Presented by Steven L. Sanders

Workshop - Long Term Care
Principles for Success
Presented by Arthea J. S. "Charlie" Reed, Ph. D.

Workshop - 401-(k) Retirement Plans
Presented by Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CBC Comprehensive Benefit Services, Inc. Securities offered by LPL Financial Member FINRA/SIPC

Workshop - Agents into Management
Presented by Paris Lewis

Wealth Allocation Framework A New Lens
for Evaluating Your Wealth

Presented by Norman Bing
CFM Vice President – Investments Senior Financial Advisor
Merrill Lynch
Day 2 - Keynote Address
Dr. Laurence Barton PhD.
President of The American College

Workshop - Financial Planning
Seeing the Big Picture
Vicki Brackens, ChFC® Senior Financial Planner

Workshop - Target Marketing
Presented by Deanna Tillisch & Kisha Pugh

Workshop - Target Marketing - Marketing Matters!
Key Points to Developing a Marketing Strategy
for your Practice
Presented by Kisha R. Pugh

Transfer of Wealth at Retirement

Presented by Jerome Tellis, Financial Services Representative, & Darrell Williams, Financial
Services Representative
MetLife