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)

June 13, 2008

Phoenix, AZ

Topic

Holistic Financial Planning

Life Planning Intensive Trainings

(limited to 12)

2008 Dates TBD