Events Calendar

Dennis was a panelist on a Family Business Succession Planning Forum held for members of the Russian River Valley Winegrowers on June 29th.

The second week of June was the annual Pershing Insite meeting in Hollywood, Florida.  It is an international investment industry conference that features main platform speakers and breakout educational sessions.  Guest speakers included Henry Paulson, former Secretary of the Treasury; David Gergen, Senior Political Analyst for CNN; and Jeremy Siegel, Professor of Finance, Wharton School of the University of Pennsylvania.

Dennis qualified to attend his broker-dealer investment conference held in Phoenix, AZ in October.  There were specific-topic breakout sessions and informative general sessions.  Special guest speakers included Tulane University Finance Professor Peter Ricchiuti and world-renowned economist and author Dr. Barry Asmus.

Immediately following, he attended a two day Advanced Forum which presented techniques  in business and estate planning, the latest regulatory updates and featured industry speakers.