August 8 breakfast meeting

 

 

Upcoming Meetings

 
  • September 19– This special breakfast meeting will be a presentation on the new Code and Standards by a member of CFP Board’s Standards Resource Commission and CFP Board's General Counsel
  • November 14– Conducting a Proper Client Needs Analysis and LTC Insurance: Is it still a viable solution? The State of the Industry
  • October 30 - 11th Annual Financial "Four"um, DoubleTree Cranberry 8 am - 5 pm
  • December 12– Foundations – How They Can Help Your Business

 

 

Outlook Outlook
iCal iCal
Google Google
Yahoo! Yahoo!
MSN MSN
Top