08/06/2009

Advisors Forum

Income Tax Planning Update
Life and Death Tax Planning for Annuities

08/07/2009

GPN Retreat

Market Valuation & Safe Withdrawal Rates
Income Tax Planning Update

08/13/2009

FPA Tampa Bay

Market Valuation & Safe Withdrawal Rates
To Roth or Not to Roth

08/25/2009

FPA Charolotte

Evaluating Existing Annuities
Cutting Edge Tax Planning Developments & Opportunities

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
Market Valuation & Safe Withdrawal Rates

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
To Roth or Not to Roth

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
Cutting Edge Tax Planning Developments & Opportunities

11/05/2009

PICPA PFP

To Roth or Not to Roth
Panel Moderator on Retirement Income Product Options

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
Safe Withdrawal Rates: Mechanics, Uses & Caveats

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
Tax Planning Update

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
The Impact of Market Valuation on Safe Withdrawal Rates

03/10/2010

IMCA CPWA Certification Program

TBD

03/18/2010

NAPFA Investment Study Group

Tactical Asset Allocation and New Investment Strategies