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2012 PRESENTATIONS/HANDOUTS

DATE

TOPIC

 SPEAKER
04/19/12

MODERN PORTFOLIO THEORY 2.0

 MICHAEL KITCES
04/19/12

LINKING CASH FLOW MANAGEMENT AND LIFE
PLANNING: THE FUTURE OF FINANCIAL PLANNING IN A HIGH TOUCH, HIGH CONCEPT WORLD

 AMY N. MULLEN
04/19/12 HOW THE GLOBAL SUPER CYCLE IS FUELING
COMMODITIES GROWTH		 FRANK HOLMES
04/19/12 SOCIAL SECURITY STRATEGIES: OPTIMIZING
RETIREMENT BENEFITS		 DR. WILLIAM REICHENSTEIN
04/19/12 UNDERSTANDING THE HISPANIC/LATINO
CONSUMER IN SOUTH TEXAS: THE NEW FACE
OF AMERICA		 DR. ALBERTO RUBIO
04/26/12 FINANCIAL PLANNING GUIDE TO TEXAS DIVORCE PATRICIA BARRETT
05/23/12 HEALTH CARE REFORM JOSHUA SUTIN
06/27/12

WHO WILL HELP YOU WHEN YOU CAN
NO LONGER HELP YOURSELF? THE
LOOMING LONG-TERM CARE CRISIS IN AMERICA

 GABRIELLE GELO, LTC
07/25/12 EVOLVING MARKETS

TOM STRINGFELLOW, CFA, CPA, CFP
08/22/12 ELEMENTS OF HERITAGE PLANNING - SUSTAINING FAMILY WEALTH, UNITY, CLIENTS AND DONORS ACROSS GENERATIONS DAN GARRETT, CFP, AEP
09/26/12 ESTATE PLANNING FOR OIL AND GAS ROYALTY RICHARD H. TYE, ATTY.
10/24/12 TAX RATE CHANGES - THE END OF AN ERA JEFF JACKSON, CPA
03/27/13 POPULATION AND REAL ESTATE 2013 DAYTON SCHRADER
05/22/13 HEALTH CARE REFORM COVERAGE MANDATE: WHAT EMPLOYERS ARE SUBJECT TO PLAY OR PAY? JOSHUA SUTIN, ESQ.

 

 

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