01/07/2013

Private Event

Planning for Retirement Distributions

01/09/2013

Private Study Group Event

Expanding the Framework of Safe Withdrawal Rates
Planning for the Alternative Minimum Tax
Income & Estate Tax Planning Developments & Opportunities in 2013

01/10/2013

FPA NENY

Modern Portfolio Theory 2.0

01/16/2013

FPA LA

Understanding the New Medicare Taxes

01/18/2013

FPA Ventura County

Future of Financial Planning in the Digital Age

01/21/2013

AICPA PFP National Conference

Income Tax Planning for the Mass Affluent in 2013
Marketing with Social Media (panel)
Best Ideas Panel

01/30/2013

AICPA PFP webinar

Trends and Developments in LTC Insurance

02/14/2013

FPA Portland

Understanding Tactical Asset Allocation

02/15/2013

FPA Seattle

Market Valuation & Safe Withdrawal Rates

02/20/2013

FPA Orange County

Cutting Edge Tax Planning Developments & Opportunities

02/27/2013

FPA Greater Phoenix

Cutting Edge Tax Planning Developments & Opportunities

03/06/2013

IMCA

CPWA Training on Retirement Planning

03/12/2013

FPA San Francisco

Expanding the Framework for Safe Withdrawal Rates
Trends & Developments in Long-Term Care Insurance
Taking a Fresh Look at Reverse Mortgages

03/14/2013

FPA Maryland

To Roth or Not to Roth

03/19/2013

Retirement Income Industry Association (RIIA) Spring 2013 Conference

State of the Art Practitioner Application of Systematic Withdrawal Research

03/22/2013

CFA Institute Wealth Management Conference

Current Research in Safe Withdrawal Rates: Is the Approach Still Relevant in Today’s Environment

04/17/2013

FPA Greater Memphis

Cutting Edge Tax Planning Developments & Opportunities

04/24/2013

AICPA PFP Webinar

Taking a Fresh Look at Reverse Mortgages

04/26/2013

FinanceLogix Conference

Future of Financial Planning in the Digital Age

05/04/2013

FPA Retreat

FutureThink: Future Scenarios for the Creation, Delivery, & Tracking of Financial Planning

05/07/2013

Private Study Group Event

Using Annuities
Rethinking Risk Tolerance

05/08/2013

IMCA

CPWA Training on Retirement Planning

05/09/2013

NAPFA

Cutting Edge Tax Planning Developments & Opportunities

05/17/2013

FPA Georgia

Cutting Edge Tax Planning Development & Opportunities
Panel: Technology & Social Media

05/20/2013

Institute of Financial Advisors - New Zealand

TBD

05/24/2013

Private Event

Income Tax Plannning
Estate Planning
Social Security Planning
Designating Trusts as IRA Beneficiaries

05/28/2013

FPA NorCal

Understanding Tactical Asset Allocation
Risk Parity in Portfolio Design

06/06/2013

FPA Central Virginia

Cutting Edge Tax Planning Developments & Opportunities
Planning Implications of the AMT

06/11/2013

2013 Best of IMCA

TBD

06/17/2013

MNCPA

Tax Planning Developments & Opportunities
Medicare Taxes
Trends & Developments in Long-Term Care Insurance

06/19/2013

Private Study Group Event

Cutting Edge Tax Planning Developments & Opportunities

06/26/2013

IMCA

CPWA Training on Retirement Planning

07/24/2013

FPA San Diego

Future of Financial Planning in the Digital Age
Understanding Tactical Asset Allocation
Impact of Market Valuation on Safe Withdrawal Rates

08/09/2013

FPA Colorado

TBD

08/13/2013

2013 Best of IMCA

TBD

09/13/2013

Private Event

Future of Financial Planning in the Digital Age
The Impact of Market Valuation on Safe Withdrawal Rates

09/20/2013

FPA Charlotte

TBD

10/02/2013

IMCA

CPWA Training on Retirement Planning

10/10/2013

Private Event

TBD

10/11/2013

NAPFA Conference

Cutting Edge Tax Planning Developments & Opportunities
Future of Financial Planning in the Digital Age

10/14/2013

FPA Minnesota Symposium

Expanding the Framework of Safe Withdrawal Rates
Trends & Developments in Long-Term Care Insurance

10/25/2013

MACPA

TBD

12/10/2013

FPA Central Pennsylvania

TBD