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DTSTART:20141022T150000Z
DTEND:20141022T230000Z
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UID:1107120141022T150000ZAllied Professionals Summit 2014
DTSTAMP:20260305T163807Z
DESCRIPTION:\nThe Allied Professionals Summit brings together individuals in all areas of wealth management to collaborate on guiding clients with sound, objective advice and innovative solutions. Attendees are encouraged to invite members of the “team” they work with in their own practice, including: CFP® Professionals, Enrolled Agents, CFA® charterholders, CPAs, attorneys, investment professionals, bank executives, trust professionals, and other business leaders. This event will qualify for continuing education credits for CFP® Certificant CE and CPA CPE.\n \nDiscussion Topics Include:\n \nEconomic Update Delivered by Christopher Thornberg\n Risk and Practice Management\n Estate Planning and Taxation\n Investments\n Strategic Beta ETFs \n Complementing Your Financial Advisory Practice\n \nFor more information or to register: http://www.fpaocc.org/AlliedProfessionalsSummit/\n \n \n \n \n \n \n
SUMMARY:Allied Professionals Summit 2014 - Estate Planning and Trust Council of Long Beach 
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DESCRIPTION:Reminder
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