From Policy to Practice: Financial and Social Security Updates Affecting Attorneys
March 5, 2026 @ 12:00 PM - 1:00 PM
From Policy to Practice: Financial and Social Security Updates Affecting Attorneys
Thursday, March 5, 2026
12:00 p.m. – 1:00 p.m.
DSBA
Presenters:
Harrison R. Gelber | Director of Private Banking & Trust Advisory Services | WSFS
John Ventura | Senior Vice President | WSFS Private Bank | Bryn Mawr Trust
11: 30 p.m. – 12:00 p.m. – Check In
12:00 p.m. – 1:00 p.m. Presentation
This CLE will highlight the importance of financial literacy and its role in effective personal and professional decision-making. Attendees will gain an overview of key savings and financing vehicles, along with practical strategies for financial planning and goal setting. The program will also address recent and upcoming tax and Social Security changes and their impact on long-term financial outcomes.
Lunch will be provided by the DSBA
This seminar offers 1.0 credits to Delaware and Pennsylvania Attorneys, 1.2 credits to New Jersey Attorneys.
Locations available are Wilmington, Live stream options in Georgetown, Dover, and Seaford.
To register by mail or email please click the blue registration link below.
To register online, please click the green link below.
* Advertised price is for the standard member rate.
| CLE PRICING INFORMATION | COST: |
|---|---|
| DSBA Members | $50 |
| DSBA Government Members | $25 |
| DSBA Non-Members | $150 |
| PA Credits | $4 |
| NJ Credits | $4 |
OUT OF STATE CLE CREDIT INFO
Those attendees who wish to receive CLE credit, other than from Delaware, New Jersey or Pennsylvania, should contact their individual State’s CLE Commission for credit. The Delaware State Bar Association can provide you with the agenda (included in the Materials sent with your registration confirmation) and a Certificate of Attendance (upon completion of the webinar), which should meet the requirements of compliance.
All rates include CLE Seminar and any materials. To register now or review DSBA CLE Policies, click HERE.
All materials provided by the deadline will be available by QR code on the day of the seminar.
Reporting of credits:
Please be advised that the DSBA has 30 days from the date of the seminar to report credits. Credits will be reported according to the date of the seminar not the date they are entered.