Four Fundamental Questions: The Building Blocks of Relationships, Counsel and Decisions, American Association of Physicians of Indian Origin (AAPI), Winter Medical Conference, Caesers Palace, Las Vegas, Nevada, February 9th, 2018
Eight Key Value Drivers for Any Business: Built to Keep, Built to Sell, Vistage ChairWorld 2019, Manchester Hyatt, San Diego, California, January 21st, 2019
The Greatest Unknown Drain on Employee Productivity, Tenth Annual Financial Planning Association of Pittsburgh, Financial Fourum, Doubletree Hotel, Wexford, PA, held on November 1st , 2018.
The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, Prudential Tower, Newark, NJ; held on September 24, 2018
The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, San Francisco, CA; held on June 21, 2018
The Financial Planning Association, Pittsburgh Chapter’s Annual Financial Four “um”, DOL Update, presented by Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU, 1 CFP, 1 PA Insurance, I CLE and I CPE Credit, November 2, 2017
Taking Control of Your Financial Destiny; Westmoreland Bar Association, Greensburg, PA, 1 substantive Continuing Legal Education Credit for Attorneys; held on October 25, 2017
Passport to Retirement; Philadelphia Bar Association’s Bench-Bar and Annual Conference; Atlantic City, NJ; 1.5 Substantive Continuing Legal Education Credits for Attorneys (JD/Esq.); October 13, 2017
Pittsburgh Human Resources Association (PHRA) Annual Conference and Exhibition;Why Financial Literacy Matters; presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, Approved for 1 hour business Senior Professional in Human Resources (SPHR) & Society for Human Resource Management Credit, October 11, 2017
Utilities Credit Union, Reading, PA; Passport to Retirement, presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU,October 9, 2017
Greater Pittsburgh Nonprofit Partnership (GPNP) Summit 2017, Nonprofit, Private & Public Sectors; Becoming Conversant in Investment Planning: It’s Like Learning a New Language, presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, October 5, 2017
CEO and Chair Paul Brahim, CFP®, AIFA®, Guest Panalist, ” I Want to Be an Ambassador! Camp” for Teens” sponsored by Luminari, Heinz History Center, June 17, 2016
Philadelphia Bar Association, Philadelphia, PA; Yikes! I’m on the Retirement Plan Committee! Now What? , presented by Paul Brahim, Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU;1 Hours Substantive and 1 Hour Ethics Continuing Legal Education Credit for Attorneys (JD/Esq.); held on June 15, 2017.
Vistage Executive Summit, Heinz Field, Pittsburgh, PA, The Greatest, Unnoticed Drain on Employee Productivity…and How to Fix It, presented by Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU, June 8, 2016
JP Morgan Wealth Management Symposium, University of Chicago, Paul Brahim, CFP®, AIFA®,
Chair & CEO, BPU, served as a member of the Advisor Panel, May 26, 2016
The Estate Planning Council of Pittsburgh, Fiduciary Excellence under the DOL’s Uniform Fiduciary Standard, Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, May 19, 2016; 1 hour CFP® CE credit; 1 hour CPE credit; 1 hour CLE credit.
Four Fundamental Questions: The Building Blocks of Relationships, Counsel and Decisions, American Association of Physicians of Indian Origin (AAPI), Winter Medical Conference, Caesers Palace, Las Vegas, Nevada, February 9th, 2018
Eight Key Value Drivers for Any Business: Built to Keep, Built to Sell, Vistage ChairWorld 2019, Manchester Hyatt, San Diego, California, January 21st, 2019
The Greatest Unknown Drain on Employee Productivity, Tenth Annual Financial Planning Association of Pittsburgh, Financial Fourum, Doubletree Hotel, Wexford, PA, held on November 1st , 2018.
The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, Prudential Tower, Newark, NJ; held on September 24, 2018
The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, San Francisco, CA; held on June 21, 2018
The Financial Planning Association, Pittsburgh Chapter’s Annual Financial Four “um”, DOL Update, presented by Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU, 1 CFP, 1 PA Insurance, I CLE and I CPE Credit, November 2, 2017
Taking Control of Your Financial Destiny; Westmoreland Bar Association, Greensburg, PA, 1 substantive Continuing Legal Education Credit for Attorneys; held on October 25, 2017
Passport to Retirement; Philadelphia Bar Association’s Bench-Bar and Annual Conference; Atlantic City, NJ; 1.5 Substantive Continuing Legal Education Credits for Attorneys (JD/Esq.); October 13, 2017
Pittsburgh Human Resources Association (PHRA) Annual Conference and Exhibition;Why Financial Literacy Matters; presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, Approved for 1 hour business Senior Professional in Human Resources (SPHR) & Society for Human Resource Management Credit, October 11, 2017
Utilities Credit Union, Reading, PA; Passport to Retirement, presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU,October 9, 2017
Greater Pittsburgh Nonprofit Partnership (GPNP) Summit 2017, Nonprofit, Private & Public Sectors; Becoming Conversant in Investment Planning: It’s Like Learning a New Language, presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, October 5, 2017
CEO and Chair Paul Brahim, CFP®, AIFA®, Guest Panalist, ” I Want to Be an Ambassador! Camp” for Teens” sponsored by Luminari, Heinz History Center, June 17, 2016
Philadelphia Bar Association, Philadelphia, PA; Yikes! I’m on the Retirement Plan Committee! Now What? , presented by Paul Brahim, Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU;1 Hours Substantive and 1 Hour Ethics Continuing Legal Education Credit for Attorneys (JD/Esq.); held on June 15, 2017.
Vistage Executive Summit, Heinz Field, Pittsburgh, PA, The Greatest, Unnoticed Drain on Employee Productivity…and How to Fix It, presented by Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU, June 8, 2016
JP Morgan Wealth Management Symposium, University of Chicago, Paul Brahim, CFP®, AIFA®,
Chair & CEO, BPU, served as a member of the Advisor Panel, May 26, 2016
The Estate Planning Council of Pittsburgh, Fiduciary Excellence under the DOL’s Uniform Fiduciary Standard, Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, May 19, 2016; 1 hour CFP® CE credit; 1 hour CPE credit; 1 hour CLE credit.