| Wednesday, February 17, 2010
Starting at
3:00 PM |
| Chapter
FPA Gold Coast Chapter
Presents |
| Chapter Meeting |
2:30 pm Registration & Networking
 3:00 - 5:00 pm
Melissa Lader Barnhardt (bio)
Benefits & Special Needs Trust
This two-hour session on the language and administrative issues of financial planning with supplemental needs trusts will arm you with the information to ensure the very special needs of all your clients are met to the fullest.
 5:00 - 6:00 pm
John E. Rice, CFA, CFP® (bio)
Modern Portfolio Theory and Today's Investment Portfolios
Has the turbulance in the market proved of disproved MPT? Before you decide to kill off MPT, consider that the real problem may well be that you are confusing the concept with the mplementation. This is a must attend session for all advisors.
Register and Pay Online Now
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| 2/17/2010 | Registration & Networking ID 32 2:30pm | |
| 2/17/2010 | Barnhardt ID 31 3:00pm | Accepted by CFP Board for 2.00 hours of continuing education. Course ID: 2010-Feb-Barnhardt |
| 2/17/2010 | Barnhardt ID 31 3:00pm | Accepted by American Col. for 2.00 hours of continuing education. Course ID: 2010-Feb-Barnhardt |
| 2/17/2010 | Barnhardt ID 31 3:00pm | Accepted by IARFC for 2.00 hours of continuing education. Course ID: 2010-Feb-Barnhardt |
| 2/17/2010 | Rice ID 30 5:00pm | Accepted by CFP Board for 1.00 hours of continuing education. Course ID: 2010-MPT-Rice |
| 2/17/2010 | Rice ID 30 5:00pm | Accepted by American Col. for 1.00 hours of continuing education. Course ID: 2010-MPT-Rice |
| 2/17/2010 | Rice ID 30 5:00pm | Accepted by IARFC for 1.00 hours of continuing education. Course ID: 2010-MPT-Rice |
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Event ends on Wednesday, February 17, 2010 around 6:00 PM
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| Member |
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| $25.00 |
| Through February 17 $35.00 |
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| Non-Member |
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| $40.00 |
| Through February 17 $50.00 |
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| Any additional session fees are
itemized on the reservation
confirmation. |
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