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CURRENT EVENTS |
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February 15,
2012
Quarterly Chapter Meeting
Register Now –
Click Here!
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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
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Thank You to our
Meeting Sponsor!
BH Asset
Management, LLC
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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!
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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®
Time:
TBA
Location
Comerica Bank
Community Room – 6th Floor
1675 N. Military Trail
Boca Raton, FL 33486 |
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May 16, 2012
Quarterly Chapter Meeting
Registration information
coming soon…Please check back with us for updates!
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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
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Thank You to our
Meeting Sponsor!

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2012 EVENTS
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Wednesday, February
15, 2012
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Quarterly Meeting &
Continuing Education Program
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Thursday,
March 29, 2012
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Joint Meeting with
Society of Financial Service Professionals
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Wednesday, May
16, 2012
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Quarterly Meeting &
Continuing Education Program
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Wednesday,
September 19, 2012
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Quarterly Meeting &
Continuing Education Program
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Wednesday,
November 14, 2012
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Quarterly Meeting &
Continuing Education Program
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