Upcoming 2012 Chapter Meetings
and Socials

Date: Thursday, February 2
Time: 3:15 pm
Topic: 2012 Tax Update
Presented by: David Heilich of Brown, Smith & Wallace, LLC

Date:  Wednesday, February 29
Tim:  Noon - 2:00 p.m
Topic:  Technical Analysis Training - Joint Meeting with CFA Society
Location:  The Ritz Carlton Hotel

Date: Thursday, April 5
Time: 7:15 am
Topic: The Banking Crisis
Presented by: William Emmons, St. Louis Federal Reserve Bank

Date: Thursday, May 3
Time: 3:15 p.m.
Topic: Alternative Investment Strategies
Presented by:  T.P. Enders, Goldman Sachs

Date: Thursday, June 7
Time: 7:15 a.m.
Topic: Workshop on Long-Term Care Protection Planning
Presented by: TBD

Date: Thursday, September 6
Time: 3:15 p.m.
Topic: Tax Traps in Annuity Planning
Presented by: John Olsen, CFP

Date: Thursday, October 7
Time: 7:15 a.m.
Topic: Modern Portfolio Theory 2.0
Presented by: Michale Kitces, CFP

Date: Thursday, November 1
Tim:  7:15 a.m.
Topic:  Estate Planning Strategies
Presented by:  David Freyman, Esq., Freyman & Maltagliati, PC

Date: Thursday, December 6
Time: 3:15 pm
Topic:  Annual Ethics Meeting & Holiday Party Happy Hour
Presented by: Elizabeth Jetton, CFP

For more information or questions, please contact Jim Susman at (314) 997-3390.