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MONMOUTH-OCEAN COUNTIES
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Calendar |
| Date |
Event Title |
Event Type |
May 16–
May 17, 2012 |
Retirement: Your Client’s Last Chance to Get It Right
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Video Teleconference |
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Speaker(s): |
Moderator: Ben Baldwin, Jr.; Micki Hoesly; Marc Silverman; Joseph E. Biloon |
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Summary: |
How to structure a retirement strategy that meets baby boomers’ income and life style needs in retirement.
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Section(s): |
Retirement Counseling
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May 30, 2012 |
Avoiding Common E&O Exposures in Your Office
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Sponsored Education Online
Free to Members
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Speaker(s): |
Ross Jordan, CPCU |
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Summary: |
A review of current claims and litigation affecting insurance and financial Professionals. Sponsored by CalSurance and Lancer Claims Services.
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Section(s): |
Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
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Jun 06, 2012 |
Social Media: Success for Your Firm
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Audio/Web Conference |
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Speaker(s): |
Jennette Schlinke, MBA; Stephanie Crane, VP, Marketing, NFP Securities |
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Summary: |
How to use social media to benefit your practice.
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Section(s): |
Leadership & Management
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Jun 20, 2012 |
Breaking Through the Implementation Impasse
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Audio/Web Conference |
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Speaker(s): |
Lisa A.K. Kirchenbauer, CFP®, RLP® |
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Summary: |
How to be a more effective and profitable advisor to your clients
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Section(s): |
Financial Planning
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Jul 18, 2012 |
TBD |
Audio/Web Conference |
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Summary: |
Topic - Managing Risk in the Life and Retirement Businesses (Details Coming Soon)
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Section(s): |
Risk Management
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Aug 01, 2012 |
TBD |
Audio/Web Conference |
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Summary: |
Topic: Employee Benefits (Details Coming soon)
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Section(s): |
Employee Benefits
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Aug 16–
Aug 17, 2012 |
The Clinic For Advanced Professionals
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Clinic |
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Summary: |
An in-depth educational meeting on issues of high importance to financial professionals.
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Sep 19, 2012 |
TBD |
Audio/Web Conference |
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Summary: |
Topic- Business & Compensation Planning (Details Coming Soon)
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Section(s): |
Business & Compensation Planning
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Oct 17, 2012 |
TBD |
Audio/Web Conference |
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Summary: |
Topic - Retirement Counseling (Details Coming Soon)
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Section(s): |
Retirement Counseling
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Nov 14–
Nov 15, 2012 |
TBD |
Video Teleconference |
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Summary: |
Coming Soon |
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| 10 Events Returned |
Event Details
Check back at a later date for details.
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