Calendar
|
FEBRUARY 2005 February 4-7, 2005: Rich will be attending the TD Waterhouse National Conference in San Diego. The 3-day educational conference is for financial advisors who do business with TD Waterhouse Institutional Services. This year's speakers include Elliot Spitzer (New York Attorney General), Larry Kudlow (co-host of CNBC's Kudlow & Cramer), L. Paul Bremer III (former Presidential Envoy to Iraq), David Gergen (Editor of U.S. News & World Report) and a collection of top mutual fund managers. APRIL 2005 April 14, 2005: Rich will be attending an all day Strategic Coach meeting in Los Angeles. The Strategic Coach is a lifetime focusing program for experienced, successful entrepreneurs who meet specific qualifications.
Richard Winer and Louis Rukeyser April 20-22, 2005: Rich will be attending the Financial Advisor Symposium in Las Vegas. The symposium is a 2-1/2-day educational conference designed specifically for financial advisors, allowing them to exchange ideas and opinions with financial industry leaders, mutual fund managers, peers in the financial advisory business and companies that sell products and services to investment advisors. Past speakers have included financial commentator, Louis Rukeyser, Don Phillips of Morningstar Mutual Funds, Harold Evensky and Ross Levin, two of the country's most respected financial advisors and a collection of top mutual fund managers. MAY 2005 May 13, 2005: Rich will be attending Ed Slott's Elite IRA Advisor Group meeting in Atlanta, Georgia. This is an exclusive, invitation only group of IRA specialists dedicated to increasing their expertise in the area of rollover, estate and distribution planning for IRAs. JULY 2005 July 14, 2005: Rich will be attending an all day Strategic Coach meeting in Los Angeles. The Strategic Coach is a lifetime focusing program for experienced, successful entrepreneurs who meet specific qualifications. SEPTEMBER 2005
September 17, 2005: Rich will be attending Ed Slott's Elite IRA Advisor Group meeting in Atlanta, Georgia. This is an exclusive, invitation only group of IRA specialists dedicated to increasing their expertise in the area of rollover, estate and distribution planning for IRAs. JANUARY 2006 January 14, 2006: Rich will be attending Ed Slott's Elite IRA Advisor Group meeting in Atlanta, Georgia. This is an exclusive, invitation only group of IRA specialists dedicated to increasing their expertise in the area of rollover, estate and distribution planning for IRAs. |
©2010 Winer Wealth Management, Inc. All rights reserved. |
