Events

Upcoming 2021 Events Calendar

Friday February 11

8:00 am - 6:00 pm Introduction to Family Office for Financial Advisers (Free Seminar)

Thursday February 17

9:00 am - 6:00 pm Master Fund Advisor (MFA)

Tuesday February 22

9:30 am - 5:30 pm Wealth Management for Wealthy Clients (WMWC)

Friday February 25

9:00 am - 6:30 pm Associate REIT Investment Advisor (ARIA)

Tuesday March 15

9:30 am - 5:30 pm Certificate in Retirement Adequacy Planning (Cert. REAP)

Wednesday March 16

2:00 pm - 5:30 pm Certificate in Advising Small and Family Businesses (Cert. ASFB)

Thursday March 24

9:30 am - 5:30 pm Holistic Estate & Legacy Planning (HELP) Professional

Monday March 28

9:30 am - 5:30 pm Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR)

Thursday April 28

9:30 am - 5:30 pm Personal Leadership Excellence (PLE 101)

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