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SOUTH SOUND 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 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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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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| 6 Events Returned |
Event Details
Check back at a later date for details.
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