Fri, Jan 8, 2010
11.30 am - 1.30 pm |
Roth IRA Conversion Strategies for 2010 - Kent Noard, CFP, EA |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Feb 12, 2010
11.30 am - 1.30 pm |
The Unique Traits of World-Class Advisors - Susan E. Kay |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Mar 12, 2010
11.30 am - 1.30 pm |
2010 Economic Outlook - Kei Matsuda |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Apr 9, 2010
11.30 am - 1.30 pm |
Role of the Investor, Noble Prize Academic Research - Gene Fama, Jr. |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, May 14, 2010
11.30 am - 1.30 pm |
The New Fashioned Way of Marketing |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Jul 9, 2010
11.30 am - 1.30 pm |
Larry Stone, Proprety Tax Assessor |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Jul 9, 2010
1.45 pm - 3.45 pm |
Ethics |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Sep 10, 2010
11.30 am - 1.30 pm |
Estate Planning |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Oct 8, 2010
11.30 am - 1.30 pm |
Structuring Distribution Strategies for Retirees in a Bear Market |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Nov 12, 2010
11.30 am - 1.30 pm |
Guide to the Market - Investing Against a Backdrop of Uncertainty |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Dec 10, 2010
11.30 am - 1.30 pm |
Best Practices for Financial Planners - Practitioner's Roundtable |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Jan 14, 2011
11.30 am - 1.30 pm |
Back to the Future -- Income Tax Planning after the Sunset (tentative) |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Feb 11, 2011
11.30 am - 1.30 pm |
2011 Economic Outlook |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Mar 11, 2011
11.30 am - 1.30 pm |
Financial state of Social Security |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Mar 11, 2011
11.30 am - 1.30 pm |
Straight Talk on Social Security & Medicare |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Apr 8, 2011
11.30 am - 1.30 pm |
Panel Discussion: Get Credit – For Rescuing Clients |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, May 13, 2011
11.30 am - 1.30 pm |
May 2011 Chapter Meeting: Strategies for Investing in Clean Technologies Stocks |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Jul 8, 2011
11.30 am - 1.30 pm |
The Cutting Edge of Behavioral Finance |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Sep 9, 2011
11.30 am - 1.30 pm |
September 2011 Chapter Meeting: The Impact of a Client's Death: Estate Planning Panel |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Sep 9, 2011
1.45 pm - 3.35 pm |
CFP Board Code of Ethics Course |
Network Meeting Center at TechMart |
Other
|
Fri, Oct 14, 2011
11.30 am - 1.30 pm |
October 2011 Chapter Meeting: Retirement Withdrawal Strategies for The Silver Tsunami of Boomer Reti |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Nov 11, 2011
11.30 am - 1.30 pm |
November 2011 Chapter Meeting: Using 529 College Savings Plans in Client Portfolios |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Dec 9, 2011
1.30 pm - 3.00 pm |
Holiday Reception |
Network Meeting Center at TechMart |
Other
|
Fri, Jan 13, 2012
11.30 am - 1.30 pm |
January 2012 Chapter Meeting: 2012 Federal Tax Law Update |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Feb 10, 2012
11.30 am - 1.30 pm |
February 2012 Chapter Meeting: U.S. Monetary Policy and National Economic Outlook |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Mar 9, 2012
11.30 am - 1.30 pm |
March 2012 Chapter Meeting: Relationship Marketing for Your Financial Planning Practice |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Apr 13, 2012
11.30 am - 1.30 pm |
April 2012 Chapter Meeting: Health Care Legislation and Reform |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, May 11, 2012
11.30 am - 1.30 pm |
May 2012 Chapter Meeting: Planning for Exemption Portability |
Network Meeting Center at TechMart |
Chapter Meetings
|
FPASV Events Calendar 
