October, 2011

2011 Planning School: Fast Forward - Anticipating Trends to Maintain a Successful Financial Practice

Date:

Tuesday, October 25, 2011 - 8:00am

To view photos of the 2011 Planning School please visit our online gallery.

To view some of the informative speaker presentations please see under the individual speaker information below.

Date:

Thursday, October 13, 2011 - 9:00am

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Using Best Practice and E&O to Protect Your Practice against claims

Session Format

A 2-hour facilitated seminar with: