CURRENT EVENTS

February 15, 2012

Quarterly Chapter Meeting

Register Now – Click Here!

Registration 2:30 p.m.
Program 3:00 p.m. – 6:00 p.m.

Topic 1

Retirement Income

(in a Zero Rate Environment)

 

Speaker: Charles E. Helme

 This program has been approved for 1 Hour of Continuing Education Credit for the following disciplines:

CFP® (BHAM Sponsor ID 6009)

Topic 2

Self Directed IRS’s and Solo 401k’s - Updated Tools and Investments

Speaker: E. Brian Finkelstein

This program has been approved for 2 Hours of Continuing Education Credit for the following disciplines:

FL Insurance (Course ID No. 78156), CPA/CPE (Course No. 0014721), CLE (Course No. 9367 1) & CFP® (Program ID CE2011) 

Location

West Palm Beach Marriott

1001 Okeechobee Blvd.

West Palm Beach, FL 33401 

 Thank You to our

Meeting Sponsor!

 

BH Asset

Management, LLC

March 29, 2012

Joint Meeting with the Society of Financial Service Professionals – Palm Beach County Chapter

Registration information coming soon…Please check back with us for updates!

Topic

Current Market Strategies Update

 

 

Speaker

Matt Lloyd

Chief Investment Strategist

Advisors Asset Management

 

 This program has been approved for 1 Hour of Continuing Education Credit for the following discipline:

 

CFP®

 

TimeTBA

 

Location

Comerica Bank

Community Room – 6th Floor

1675 N. Military Trail

Boca Raton, FL 33486

May 16, 2012

Quarterly Chapter Meeting

Registration information coming soon…Please check back with us for updates!

Registration 2:30 p.m.
Program 3:00 p.m. – 6:00 p.m.

 

Topic 1

Managed Futures

 

Speaker

Andy Greenberg

Protec

 

This will be a 1 Hour Continuing Education Program – Details will be available closer to the event date. Please check back with us for updates.

 

Topic 2

Durable Power of Attorney

 

Speaker

Michael Singer

Comitor Singer Baseman & Braun

 

 This will be a 2 Hour Continuing Education Program – Details will be available closer to the event date. Please check back with us for updates.

Location

West Palm Beach Marriott

1001 Okeechobee Blvd.

West Palm Beach, FL 33401

Thank You to our

Meeting Sponsor!


2012 EVENTS

Wednesday,
February 15, 2012

Quarterly Meeting & Continuing Education Program

Thursday,
March 29, 2012

Joint Meeting with Society of Financial Service Professionals

Wednesday,
May 16, 2012

Quarterly Meeting &
Continuing Education Program

Wednesday,
September 19, 2012

Quarterly Meeting &
Continuing Education Program

Wednesday,
November 14, 2012

Quarterly Meeting &
Continuing Education Program