Events Calendar

My attendance at educational conferences in 2020 has been impacted with the COVID-19 Virus restrictions.  The last one attended was early February, and one to Texas in April and to Florida in June were cancelled. 

The MDRT Meeting scheduled in June with 14,000 international attendees is now a Virtual Meeting August 3-7.  Other planned educational forums transitioned to online presentations, which I participated at my desk.  I do miss the personal meeting's with my peers.

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.