Schedule of Events

For Information, call 925-989-1078

Event

Dates

Location

Cost

Workshops

True Wealth Institute

True Wealth Institute

Keynote/Half-Day Workshop: Creating Client Relationships for Life at the IFP: Art & Science of Financial Planning (CFP Retreat)

 

 

April 2-5, 2008

May 7-9, 2008

May 19-20, 2008

 

Omaha, NE

Omaha, NE

Coventry, UK

 

 

 

 

 

Presentations

FPA of Greater Phoenix Jam Session (3-hour mini-workshop)

Money Quotient Retreat

 

 

IFP Conference: Excellence as Standard

 

June 13, 2008

 

Sept 11, 2008

 

 

 

Sept 30, 2008

 

Phoenix, AZ

 

Suquamish, WA

 

 

Newport, South Wales, UK

Topic

Holistic Financial Planning

Facilitating Emotions and Conversations about Sensitive Financial Issues

Creating Client Relationships for Life

Life Planning Intensive Trainings

 

(limited to 12)

 

2008 Dates TBD