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GREENSBORO CHAPTER
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Calendar |
Members, login to receive member pricing
| Date |
Event Title |
Event Type |
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Jun 05, 2013 |
Stop Asking for Referrals - and Get More!
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Audio/Web Conference |
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Speaker(s): |
Stephen Wershing, CFP |
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Summary: |
New strategies for attracting referrals
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Section(s): |
Financial Planning
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Jun 13, 2013 |
New Online Tools to Find, Buy, Track, and Report CPE
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Sponsored Education Online
Free to Members
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Speaker(s): |
Gene Cherner, CPA |
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Summary: |
A new member benefit to help you track and manage your CE credits.
Sponsored by CE Convergence.
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Jun 18–
Jun 18, 2013 |
MGAM Summer School Extravaganza |
Chapter:
Greensboro Chapter FSP
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Time: |
03:00 PM – 07:00 PM |
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Speaker(s): |
Tom Brinker |
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Summary: |
Save the date--more info shortly
2hrs CE followed by summer social from 5-7pm |
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Jun 26, 2013 |
TBD |
Sponsored Education Online
Free to Members
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Summary: |
Topic - Longevity Considerations. Sponsored by Guardian. Details coming soon. |
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Jul 16–
Jul 16, 2013 |
Summer School & Social |
Chapter:
Greensboro Chapter FSP
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Time: |
03:00 PM – 07:00 PM |
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Summary: |
Save the date---more info to come |
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Jul 23, 2013 |
Succession Planning for Financial Professionals |
Chapter:
Greensboro Chapter FSP
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Time: |
11:45 AM – 01:15 AM |
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Location: |
SunTrust Building, 5th Floor Conference Room
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Speaker(s): |
TBD |
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Summary: |
Lunch & Learn |
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Section(s): |
Business & Compensation Planning
Financial Planning
Leadership & Management
Retirement Counseling
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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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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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| 9 Events Returned |
Event Details
Check back at a later date for details.
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