Out and About…
Michael‘s Schedule
01/17/2008 |
SFSP’s Arizona Institute Understanding the Next Generation of Financial Services Professionals |
02/27/2008 |
FPA Greater Phoenix Cutting Edge Tax Planning Developments and Opportunities |
02/29/2008 |
Financial Research Associates’ 4th Annual Target Date/Lifecycle Funds Summit Advisor’s Roundtable on Target Date Funds (panel) |
03/03/2008 |
FPA Houston Cutting Edge Tax Planning Developments and Opportunities |
03/04/2008 |
Private Event |
03/20/2008 |
FPA Tampa Bay - 2008 Financial Professionals Education Expo Safe Withdrawal Rates: Mechanics, Uses, & Caveats |
04/03/2008 |
Birmingham Estate Planning Council Tax and Estate Planning for Deferred Annuities |
04/17/2008 |
NAPFA DC Study Group Safe Withdrawal Rates: Mechanics, Uses, & Caveats |
04/25/2008 |
FPA Dallas/Ft. Worth Evaluating Existing Deferred Annuities: What Every Advisor Needs to Know |
05/06/2008 |
NAIFA Delaware Taxation of Deferred Annuities |
05/08/2008 |
SFSP Atlanta Career Development (panel) |
05/09/2008 |
FPA/SFSP Richmond Annual Symposium Trusts as Beneficiaries of IRAs |
05/14/2008 |
NAPFA National 2008 Cutting Edge Tax Planning Developments and Opportunities |
05/20/2008 |
FPA Philadelphia Tri-State Financial Planning Implications of AMT |
05/27/2008 |
FPA NorCal Regional Conference Advanced Concepts in Long-Term Care Insurance Planning |
05/30/2008 |
FPA South Carolina Integrating Monte Carlo Simulation in your Client’s Retirement Plan |
06/16/2008 |
FPA Illinois Annual Symposium Key Issues for the Next Generation of Financial Planners and Industry Leaders |
06/17/2008 |
Private Event |
06/24/2008 |
Financial Research Associates’ 2008 Investment Advisors’ ETF Summit Tactical Asset Allocation using ETFs |
07/26/2008 |
FPA NexGen 2008 Advanced Concepts in Long-Term Care Insurance Planning |
08/08/2008 |
CFP Board Program Directors’ Conference Keynote Address |
08/22/2008 |
FPA Greater New Orleans Cutting Edge Tax Planning Developments and Opportunities |
08/27/2008 |
FPA Charlotte Life and Death Tax Planning for Annuities |
09/16/2008 |
FPA Mid-Oregon Safe Withdrawal Rates & Monte Carlo Analysis |
10/08/2008 |
FPA Northeast Wisconsin Content TBD |
10/21/2008 |
FPA Greater Hudson Valley Content TBD |
11/05/2008 |
Pennsylvania CPA PFP Annual Conference Safe Withdrawal Rates & Monte Carlo: Mechanics, Uses, & Caveats |
11/13/2008 |
NAPFA Northeast Regional Content TBD |
12/11/2008 |
FPA Maryland Cutting Edge Tax Planning Developments and Opportunities |
12/18/2008 |
FPA Northeast New York Safe Withdrawal Rates and Monte Carlo: Mechanics, Uses, & Caveats |