Out and About…
Michael‘s Schedule
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08/06/2009 |
Advisors Forum Income Tax Planning Update |
08/07/2009 |
GPN Retreat Market Valuation & Safe Withdrawal Rates |
08/13/2009 |
FPA Tampa Bay Market Valuation & Safe Withdrawal Rates |
08/25/2009 |
FPA Charolotte Evaluating Existing Annuities |
09/10/2009 |
Private Event To Roth or Not to Roth |
09/11/2009 |
FPA Massachusetts To Roth or Not to Roth |
09/15/2009 |
FPA of Central PA Safe Withdrawal Rates |
09/16/2009 |
FPA LA Safe Withdrawal Rates |
09/24/2009 |
FPA Northeast Florida Cutting Edge Tax Planning Developments & Opportunities |
10/01/2009 |
FPA Michigan Market Valuation & Safe Withdrawal Rates |
10/06/2009 |
FPA San Francisco Retirement Income Planning |
10/08/2009 |
FPA Houston Advanced Planning Concepts in Long-Term Care Insurance |
10/09/2009 |
Iowa Trust Association Understanding the Credit Crisis |
10/10/2009 |
FPA NexGen 2009 Serving the Middle Market - Panel Discussion |
10/10/2009 |
FPA NexGen 2009 Rethinking Risk Tolerance |
10/11/2009 |
FPA Anaheim To Roth or Not To Roth |
10/13/2009 |
FPA Anaheim Providing Services to Financial Planners - Panel Discussion |
10/20/2009 |
SFSP Maryland To Roth or Not to Roth |
10/27/2009 |
FPA Southern Wisconsin Safe Withdrawal Rates & Market Valuation |
11/05/2009 |
PICPA PFP To Roth or Not to Roth |
11/11/2009 |
NAPFA Northeast Regional Market Valuation & Safe Withdrawal Rates |
11/12/2009 |
NAPFA Northeast Regional Estate Planning Strategies |
01/18/2010 |
AICPA PFP Income Tax Planning Developments for Individuals |
01/20/2010 |
NAPFA Investment Study Group Exploration of Advancements and Evolution in Investment Theory |
01/25/2010 |
Private Event To Roth or Not to Roth |
01/29/2010 |
FPA Puget Sound TBD |
02/11/2010 |
FPA National Capital Area The Impact of Market Valuation on Safe Withdrawal Rates |
02/16/2010 |
FPA Minnesota To Roth or Not to Roth |
03/09/2010 |
FPA Dallas - Ft. Worth (DFW) To Roth or Not to Roth |
03/10/2010 |
IMCA CPWA Certification Program TBD |
03/18/2010 |
NAPFA Investment Study Group Tactical Asset Allocation and New Investment Strategies |







