Events Calendar

A bi-annual broker-dealer institute was held September 25-29 at Hyatt Regency-Indian Wells, CA.  Dennis was one of only 75 advisors to qualify to attend.  Industry speakers were an economist, renown professor and investment analyst.  Presentations and panel discussions were conducted by attending investment advisors.

Dennis attended an Advanced Forum in Cincinnati Ohio July 18-19.  It is only offered every two years and attendance has to be approved.  Financial professionals who have high level of knowledge and expertise in the estate and business planning arena are invited.  It focused on new developments in tax and legal environment, sophisticated planning techniques, and how we can apply them to our client’s financial situation.

Dennis Attended a by invitation only conference in Santa Barbara from March 13-15.  It was oriented for fee-based Registered Investment Advisors.  Various guest speakers presented on topics related to investment advisory.