| Feb 4 |
Southern California Forum Meeting |
| Manhattan Beach, CA |
|
| |
|
| |
| Feb 10 |
Massachusetts State Forum Meeting |
| TBA, MA |
|
| |
|
| |
| Feb 14 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Feb 15 - 17 |
Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions |
| Atlanta, GA |
|
| |
|
| |
| Feb 23 - 24 |
Arizona State Forum Meeting |
| Scottsdale, AZ |
|
| |
|
| |
| Feb 25 |
Texas State Forum Meeting |
| Austin, TX |
|
| |
|
| |
| Feb 27 1:00 PM |
Marital Planning Including Formula Funding Clauses and Trust Options |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| Feb 28 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Mar 1 |
Northern California Forum Meeting |
| San Francisco, CA |
|
| |
|
| |
| Mar 6 1:00 PM |
How Good Estate Planners Become Great Marketers |
| Webcast |
Free Webcast 1:00 - 2:00 p.m. ET
|
| |
|
| |
| Mar 14 |
Connecticut Forum Meeting |
| Cromwell, CT |
|
| |
|
| |
| Mar 16 |
Wisconsin State Forum Meeting |
| Madison, WI |
|
| |
|
| |
| Mar 20 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Mar 26 1:00 PM |
Beneficiary Planning to Include Blended Families, Spend-Thrift Planning, and Planning for Minor Children |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| Mar 28 - 30 |
Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions |
| Dallas, TX |
|
| |
|
| |
| Apr 6 10:00 AM |
Northwest Regional Forum |
| Salem, OR |
|
| |
|
| |
| Apr 10 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Apr 21 9:00 AM |
Illinois Forum Meeting |
| Park Ridge, IL |
|
| |
|
| |
| Apr 25 - 27 |
Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions |
| Minneapolis, MN |
|
| |
|
| |
| Apr 27 |
South Carolina State Forum Meeting |
| Charleston, SC |
|
| |
|
| |
| Apr 30 1:00 PM |
Marital Planning Including Formula Funding Clauses and Trust Options |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| May 8 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| May 9 |
Connecticut Forum Meeting |
| West Hartford , CT |
|
| |
|
| |
| May 9 - 11 |
Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions |
| Los Angeles, CA |
|
| |
|
| |
| May 21 1:00 PM |
Beneficiary Planning to Include Blended Families, Spend-Thrift Planning, and Planning for Minor Children |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| May 22 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Jun 12 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Jun 22 10:00 AM |
Northwest Regional Forum |
| Salem, OR |
|
| |
|
| |
| Jun 25 1:00 PM |
Marital Planning Including Formula Funding Clauses and Trust Options |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| Jun 26 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Jul 9 1:00 PM |
Beneficiary Planning to Include Blended Families, Spend-Thrift Planning, and Planning for Minor Children |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| Jul 10 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Jul 11 |
Connecticut Forum Meeting |
| Westport, CT |
|
| |
|
| |
| Jul 18 - 20 |
2012 Planning for the Generations |
| Denver, CO |
|
| |
|
| |
| Jul 24 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Aug 7 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Aug 21 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Sep 4 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Sep 12 |
Connecticut Forum Meeting |
| Westbrook, CT |
|
| |
|
| |
| Sep 18 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Sep 24 1:00 PM |
Marital Planning Including Formula Funding Clauses and Trust Options |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| Oct 5 10:00 AM |
Northwest Regional Forum |
| Salem, OR |
|
| |
|
| |
| Oct 19 12:00 PM |
Illinois Forum Meeting |
| Park Ridge, IL |
|
| |
|
| |
| Oct 23 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Oct 29 1:00 PM |
Beneficiary Planning to Include Blended Families, Spend-Thrift Planning, and Planning for Minor Children |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| Oct 30 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Nov 6 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Nov 19 1:00 PM |
Marital Planning Including Formula Funding Clauses and Trust Options |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| Nov 27 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Dec 4 1:00 PM |
Advisors Forum - CPE Series for CPAs |
| Webinar |
Advisors Forum Event |
| |
|
| |
| Dec 10 1:00 PM |
Beneficiary Planning to Include Blended Families, Spend-Thrift Planning, and Planning for Minor Children |
| Webinar |
Webinar: 1:00 - 2:00 p.m. ET |
| |
|
| |
| Dec 12 |
Connecticut Forum Meeting |
| West Hartford, CT |
|
| |
|
| |
| Dec 18 1:00 PM |
Advisors Forum - Interdisciplinary Webinar Series |
| Webinar |
Advisors Forum Event |
| |
|
| |