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CHATTANOOGA CHAPTER
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Calendar |
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| Date |
Event Title |
Event Type |
Jun 20–
Jun 20, 2013 |
Annual Meeting |
Chapter:
Chattanooga Chapter
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Time: |
05:30 PM – 07:00 PM |
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Location: |
The Social at Public House Restaurant
Warehouse Row
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Summary: |
The Chattanooga Chapter of the Society of Financial Service Professionals will have its annual meeting on Thursday, June 20 from 5:30 -7:00 at The Social at Public House Restaurant. Parking is free in the lots surrounding the restaurant. We will discuss our programming for the upcoming year, get your input on topics of interest for our Lunch & Learn series, and vote on new Board officers. Please RSVP to me at jke@smrw.com by Wednesday, June 19. |
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Section(s): |
Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Qualified Plans
Retirement Counseling
Risk Management
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Jun 26, 2013 |
Longevity Considerations for Living Well and Longer
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Sponsored Education Online
Free to Members
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Speaker(s): |
Richard M. Weber, MBA, CLU®, AEP® (Distinguished) |
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Summary: |
A basis for client discussion about accumulation of funds for retirement and distribution during retirement.
Sponsored by Guardian. |
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Aug 07, 2013 |
TBD |
Audio/Web Conference |
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Summary: |
Details Coming Soon
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Section(s): |
Retirement Counseling
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Aug 15–
Aug 16, 2013 |
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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Aug 28, 2013 |
TBD |
Audio/Web Conference |
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Summary: |
Details Coming Soon
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Section(s): |
Investment Management
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Sep 10, 2013 |
TBD |
Sponsored Education Online
Free to Members
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Summary: |
Topic: Planning for Foreign Nationals. Sponsored by Transamerica. Details coming soon.
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Sep 18, 2013 |
TBD |
Audio/Web Conference |
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Summary: |
Details Coming Soon
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Section(s): |
Employee Benefits
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Nov 20, 2013 |
TBD |
Video Teleconference |
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Summary: |
Topic: 'Now That the Dust Has Settled: A Re-Look at both the Tax Code and PPACA… Where are we now?' (Details Coming Soon) |
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| 8 Events Returned |
Event Details
Check back at a later date for details.
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