HJ Sims is proud to be attending and speaking at the LeadingAge New Jersey and Delaware Annual Conference and Expo. We look forward to connecting.
Jim Bodine, Executive Vice President will be speaking on the topic below:
Date: June 17, 2:15pm-3:15pm
Topic: The Value of Partnerships as a Model for Strategic Growth
Attendees: James Bodine, Executive Vice President
HJ Sims is pleased to announce our second annual Private Wealth Management Summit. The internal Summit will be hosted on June 19th through June 21st at The Boca Raton resort in Boca Raton, FL. The theme of this year’s Summit is alternative investments, a hot topic in private wealth management.
The Summit is an opportunity for HJ Sims financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. As we continue to grow, it is important for advisors to stay on top of the pulse in the industry so they can share their knowledge and provide clients with their best service.
The Summit will feature education sessions on products, solutions and technology advancements from leaders in the alternative investment space — including Apollo Global Management, First Trust, PCS, Nexpoint, Skyway Capital Markets and Saybrus Insurance Strategies, WhiteHawk.
Thank you to our sponsors!
The information contained herein is subject to change without notice. Under no circumstances shall this constitute an offer to sell or solicitation of an offer to buy. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with The Boca Raton, NexPoint, First Trust, Apollo, WhiteHawk, Saybrus, Skyway Capital Markets, or PCS.
HJ Sims is proud to be attending and presenting at the 2023 LeadingAge New Jersey & Delaware Annual Meeting + Expo. We look forward to connecting.
Planning the Future: For Those Who Don’t Own a Crystal Ball
Thursday, June 22, 2023 | 9:45 am – 11:00 am
Astronomical construction costs and disruptive supply chain issues are key factors delaying or effectively freezing many expansion initiatives and capital projects. Combine those with a focus on the historic labor shortage and lingering effects of the COVID Pandemic, and it is clear why so many senior living organizations have put plans on hold in order to weather the storm. For many organizations, these challenges may create an exciting opportunity to plan for the future. In this highly competitive and ever-changing market, realigning and repositioning assists is critical in order to sustain the organization longer term.
This session will showcase two organizations in particular, who chose master planning at this precise time; even while other capital projects were already in progress. Presbyterian Senior Living (PSL) is a not-for-profit organization, providing retirement and senior care services for more than 90 years. Headquartered in Dillsburg, Pennsylvania, they provide comprehensive services and accommodations to more than 6,000 seniors in 30 locations across the mid-Atlantic region of Pennsylvania, Maryland, Ohio and Delaware. Focused on their campus in North-west Philadelphia, PSL sought an exercise that would clearly identify a plan for the future that would offer new housing types it hadn’t envisioned before. Parker Health System was founded more than 110 years ago, as a place where people could age in a home-like setting. Since then, Parker has led the way in aging services and has been committed to challenging, changing, and expanding the idea of what it means to grow older in America. Parker has been in planning mode for a number of years, focusing on enhancing and better aligning each of its campuses and now in the midst of an enterprise-wide effort, guided by the premise of heightening performance and outcomes. This session will offer insight on driving factors; mission, finances, personnel, leading to a clear path towards a sustainable future for the organizations and residents they serve. The panelists will outline and discuss key elements of the process including; identification of need and performance of an asset, allocation of resources and access to funding, reflection on mission, selection of a key professional partners, understanding of logistics and communication to residents and staff, and final evaluation.
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HJ Sims is proud to be attending the ASHA 2023 Mid Year Meeting. We look forward to connecting.
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HJ Sims is proud to be attending, exhibiting, and sponsoring the 2023 National Charter School Conference. Make sure to stop by and visit us at Booth #1110. We look forward to connecting.
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HJ Sims is proud to be attending, exhibiting, and sponsoring the 2023 LeadingAge Massachusetts Annual Conference & Exhibition. We look forward to connecting.
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HJ Sims will be attending the 2023 LeadingAge Virginia Annual Conference. We look forward to connecting.
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HJ Sims will be attending the 2023 UAPCS Charter School Conference. We look forward to connecting.
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