Penn Mutual is a proud sponsor of the 10th Annual Military Summit in Philadelphia, hosted by The American College of Financial Services' Center for Military and Veterans Affairs. This important event, to be held Wednesday, September 11, 2024 in Philadelphia, offers strategies for Financial Professionals to better serve military families, alongside a special lecture series and inspiring messages for all attendees.

Earlier this year, Lisa Davis, Managing Principal of 1847Financial (Conshohocken/Philadelphia, PA & Boca Raton/Coral Gables, FL) was elected to The American College Board of Trustees. Lisa invites you to join her at the upcoming Military Summit, as a valuable opportunity for all of us to recognize and give back to those who serve our nation.

The Maury Stewart Lecture Series: A Highlight Not to Miss
One of the most anticipated features of the Military Summit is the Maury Stewart Lecture Series, named in honor of a distinguished veteran and advocate for the military community. This year's lineup promises to be particularly compelling, with speakers addressing key topics such as retirement income, leadership and the ethics of AI and its impact on financial services. Michelle Caruso-Cabrera, a notable CNBC contributor and the network's first Latina anchor, will be the marquee speaker for the Maury Stewart Lecture Series. Her session will address "Building Leaders in the Financial Services Industry," sharing insights on leadership development and the importance of diversity in the industry.

Here’s what else you can expert during the Summit:

• Gain insights into the financial challenges faced by military families and learn best practices to address their needs effectively.
• Connect with other professionals in the Networking Lounge.
• Culminating dinner at the National Constitution Center to recognize 2024 Soldier-Citizen Award Recipient Major General Suzanne Vautrinot, USAF (Ret.)

Penn Mutual is a founding partner and sponsor of The American College Center for Military and Veterans Affairs. This partnership began with a shared vision: to provide tailored financial education and resources to the military community, addressing their unique needs. Over the years, this collaboration has grown, enriched by the active involvement of Penn Mutual’s leaders, Financial Professionals and employees. Together, we have worked to empower military families with the knowledge and tools they need to secure their financial future.

Learn More and Register
To view event details and register, visit the Military Summit website.

Your participation not only enhances your professional development but also reinforces our collective commitment to supporting the military community.

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