Completed Lectures and Appearances
-- 2006 --
January
February
March
April
May
June
July
August
September
October
November
December
January 13-15, 2006 
Ed Slott's Elite IRA Advisor Group
(By Invitation Only)
Hilton Atlanta Airport
Atlanta, GA
January 17, 2006
Udell Associates
Morning seminar
Michaels on East
Sarasota, FL
January 17, 2006
Udell Associates
Noon seminar
Michaels on East
Sarasota, FL
January 19, 2006
FSC Securities and Advantage Capital Webcast
Sponsored by AXA Distributors
4:00 – 5:00 PM Eastern Time
January 20, 2006
New York Life
Golf Club at Newcastle
Seattle, WA
January 24, 2006
Asset Protectors & Advisors
IRA Boot Camp
Hitlon Walt Disney World
Orlando, Fl
January 31, 2006
Nationwide Financial
North Park Maggiano's
Dallas, TX
February 1, 2006
New York Life Insurance
Gaylord Texan Resort & Convention Center
Dallas, TX
February 8, 2006
WM Funds
Marriott Orlando World Center
Orlando, FL
February 11, 2006
AIG Sun America
Orlando, FL
February 15, 2006
Merrill Lynch
Sponsored by MFS
Hyatt Regency Coconut Point
Bonita Springs, FL
February 16, 2006
John Hancock Funds
Marriott Boca Raton Town Center
Boca Raton, FL
February 17, 2006
New York Life
Renaissance Concourse Hotel
Atlanta, GA
February 21, 2006
Nationwide Financial
Hyatt Regency Irvine
Irvine, CA
February 22, 2006
Nationwide Financial
Doubletree Hotel San Diego Mission Valley
San Diego, CA
February 23, 2006
Nationwide
3 PM Training
5001 Spring Valley Rd
6 PM Evening Event
Dallas, TX
February 24, 2006
John Hancock
Hilton Anatole
Dallas, TX
February 27, 2006
ASPPA
Marriott Hotel World Center
The 401(k) SUMMIT
Orlando, Fl
February 28, 2006
John Hancock
Doubletree Hotel Chicago
1909 Spring RD
Oakbrook, IL
March 1, 2006
Nationwide Financial
Renaissance Oak Brook
Oak Brook, IL
March 2, 2006
Nationwide Financial
Maggiano's
Atlanta, GA
March 3, 2006
John Hancock
Grand Hyatt Hotel Buckhead
Atlanta, GA
March 4, 2006
New York Life Insurance
American Airlines Training Center
Dallas, TX
March 7, 2006
Nationwide Financial
Boston, MS
March 9, 2006
Nationwide Financial
Hawthorn Inn Restaurant
Berlin, CT
March 10, 2006
WM Funds
Fairmont Olympic Hotel
Seattle, WA
March 13, 2006
John Hancock
Sheraton at Valley Forge
Philadelphia, PA
March 14, 2006
Nationwide Financial
Marriott Melville
Melville NY
March 20, 2006
John Hancock
Boston, MA
March 21, 2006
Nationwide Financial
Sheraton Needham Hotel
Needham, MA
March 22, 2006
Nationwide Financial
Wedgewood Country Club
Powell, OH
March 23, 2006
WM Funds for Merrill Lynch
225 West Wacker Dr
Chicago, IL
8-9 AM Merrill Lynch
11:30- 1 PM Hyatt Regency Woodfield
Schaumburg, IL
2- 3:15 PM Hyatt Regency Woodfield
Schaumburg, IL
March 24, 2006
WM Funds (Piper Jaffray)
Tapatio Cliffs Resort
Phoenix, AZ
WF Fund for Merrill Lynch
8-9 AM - Merrill Lynch
225 West Wacker Dr
Chicago, IL
11:30- 1 PM - Hyatt Regency Woodfield
Schaumburg, IL
2- 3:15 PM - Hyatt Regency Woodfield
Schaumburg, IL
March 27, 2006
John Hancock
Park Hyatt LA
Los Angeles, CA
March 28, 2006
John Hancock
Ritz Carlton
San Francisco, CA
March 29, 2006
John Hancock
Doubletree Hotel
Houston, TX
March 30, 2006
Nationwide Financial with UBS
One State Street
5th Floor
Hartford, CT
March 31, 2006
WM Funds for Merrill Lynch
Merrill Lynch Office
125 High St., 19th Floor
Boston, MA
April 1, 2006
Prudential
Advanced Market Success
Minneapolis Hilton
Minneapolis, MN
April 4, 2006
Merrill Lynch
Quincy Marriott
Quincy, MA
April 5, 2006
Nationwide Financial
Merrill Lynch office
45 Williams St.
Wellsley, MA
April 6, 2006
John Hancock
Due Diligence Meeting
601 Congress St.
Boston, MA
April 8, 2006
New York Life Insurance
American Airlines Training Center
Dallas, TX
April 18, 2006
WM Funds for Merrill Lynch
Hyatt Bethesda
Bethesda, MD
April 19, 2006
Nationwide Financial
Hyatt South Park
Charlotte, NC
April 20, 2006
Nationwide/Merrill Lynch
5950 Sherry Lane, Ste 600
Dallas, TX
April 22, 2006
Boeing Employees Credit Union
Bellevue Hyatt
Bellevue, WA
April 24, 2006
New York Life
Full Day Training (IRA Leadership Program)
Boston, MA
April 25, 2006
Nationwide
Pittsburgh, PA
April 26, 2006
Nationwide Financial
Reckson Theater
Melville, NY
April 28 – 29, 2006
ED SLOTT’S EXCLUSIVE 2-DAY IRA WORKSHOP
OPEN TO ALL FINANCIAL ADVISORS
Gregg Conference Center
Bryn Mawr, PA
TO REGISTER, Call: 877-ED-SLOTT (877-337-5688)
OR VISIT: http://www.irahelp.com/nov9-10.shtml
(online registration available) |
May 3, 2006
AALU
Marriott Waldman
Washington, DC
May 4, 2006
ING
Ritz Carlton
Chicago, IL
May 5-7, 2006
Ed Slott's Elite IRA Advisor Group
Master's Program
(By Invitation Only)
Hilton Altanta Airport
Atlanta, GA
May 8-9 2006
Ed Slott's Elite IRA Advisor Group
(By Invitation Only)
Hilton Atlanta Airport
Atlanta, GA
May 10, 2006
New York Life
Full Day Training (IRA Leadership Program)
May 11, 2006
Nationwide
Dallas, TX
May 13, 2006
New York Life Insurance
United Airlines Center
Dallas, TX
May 16, 2006
Bruton Financial Advisors
Downingtown, PA 19325
May 18, 2006
WM Funds
Seattle , WA
May 19, 2006
Nationwide (Morgan Stanley)
Los Angeles , CA
May 22, 2006
WM Funds
Orange County, CA
May 24, 2006
Nationwide
(Morgan Stanley)
Hartford, CT
May 26, 2006
Ameriprise
Ritz Carlton
Chicago , IL
May 31, 2006
New York Life
Full Day Training (IRA Leadership Program)
Washington DC
June 2, 2006
Genworth Financial
Sheraton Towers
Chicago, IL
June 5, 2006
WM Funds
Boston Marriott Newtown
Newton , MA
June 6, 2006
AICPA Retirement Planning Conference
Sheraton Boston Hotel
Boston , MA
June 6, 2006
New York Life
Hilton Boston Dedham
Boston , MA
June 8, 2006
WM Funds
Denver, CO
June 9, 2006
Woodward Wealth Management Group
Ellie Caulkins Opera House
Denver, CO
June 11-14, 2006
MDRT
San Diego, CA
June 15, 2006
Ameriprise
Charleston , SC
June 16, 2006
Equity Financial Services
Indianapolis , IN
June 20, 2006
WM Funds
Charleston Place Hotel
Charleston, SC
June 22, 2006
Nationwide (Merrill Lynch)
Mandarin Oriental
Washington , DC
June 27, 2006
Barber Financial Group
Overland Park Convention Ctr
Overland Park, KS
June 29, 2006
WM Funds
Marriott Center Pontiac
Detroit, MII
July 10, 2006
WM Funds/Merrill Lynch
Oakland , CA
July 11, 2006
New York Life
Golf Club at Newcastle
Seattle, WA
July 13, 2006
Capital Wealth Management
Ethan Allen Hotel
Glastonbury, CT
July 15, 2006
American Academy of Estate Planning
Mirage
Las Vegas , NV
July 17, 2006
WM Funds/Merrill Lynch
Beverly Hills, CA
July 19-20, 2006
IRA Leadership Program
Principal Financial
Bloomington , MN
July 22, 2006
CUSO
La Costa Resort & Spa
La Costa, CA
July 25-27, 2006
AICPA
San Diego , CA
July 28, 2006
New York Life Insurance
Seacliff Country Club
Huntington Beach, CA
July 30 - August 3, 2006
LPL
San Diego , CA
August 7, 2006
Premiere Resource Group
Wynn Hotel
Las Vegas, NV
August 9, 2006
WM Funds
St Louis, MO
August 10, 2006
Nelson Financial Group
Holiday Inn
Dayton, OH
August 11, 2006
Merrill Lynch
Hyatt Regency
Princeton, NJ
August 14, 2006
Nationwide Financial
Kansas City, MO
August 16, 2006
WM Funds
Chicago, IL
August 18, 2006
Jackson National
Hyatt Regency
Greenville , SC
August 22, 2006
WM Funds
Pfister Hotel
Milwaukee, WI
September 8, 2006
Jackson National Life
Langham Hotel
Boston , MA
September 13, 2006
New York Life
Dallas , TX
September 15 – 17, 2006
Ed Slott’s Elite IRA Advisor Group
Master’s Program
(By Invitation Only)
Hilton Altanta Airport
Atlanta, GA
September 19, 2006
Nationwide
Ross Bridge Resort
Birmingham , AL
September 21, 2006
Principal Financial
Hyatt Regency O’Hare
Rosemount , IL
September 25, 2006
Ameriprise
Ritz Carlton
Washington , DC
September 26, 2006
Nationwide/Merrill Lynch
Hyatt - Princeton
Princeton , NJ
September 28, 2006
Senior Market Advisor Expo
Caesars Palace
Las Vegas, NV
September 28, 2006
MetLife
Beau Rivage
Biloxi, MI
October 4, 2006
WM Funds
Cedar Brook
Seattle, WA
October 5, 2006
WM Funds/ AIG
Hyatt Regency DFW
Dallas , TX
October 9, 2006
WM Funds
Philadelphia Marriott West
Philadelphia , PA
October 10, 2006
New York Life
Westin Park Central
Dallas , TX
October 11-12 2006
Principal Financial
Embassy Suites
Grapevine, TX
October 13 2006
MetLife
Callaway Gardens
Atlanta , GA
October 16, 2006
Ed Slott’s Elite IRA Advisor Group
(By Invitation Only)
Hilton Atlanta Airport
Atlanta, GA
October 18, 2006
Nationwide/Morgan Stanley
Fort Worth Club 12 pm – 1:30 pm
Fort Worth, TX
Park City Club 6 – 7:30 pm
Dallas, TX
October 20 2006
WM Funds
San Ramon Marriott
Oakland , CA
October 24 2006
Nationwide Financial
Marriott at Cool Springs
Franklin, TN
October 26, 2006
AM: Baltimore Estate Planning Council
Hilton Pikesville
Pikesville, MD
PM: New York Life
Congressional Country Club
Bethesda, MD
October 30 2006
WM Funds
Hyatt Regency Long Beach
Los Angeles , CA
November 1, 2006
Nationwide/Merrill Lynch
Nittany Lion Inn
State College, PA
November 7, 2006
WM Funds/Merrill Lynch
Sacramento, CA
November 9-10, 2006
ED SLOTT’S EXCLUSIVE 2-DAY IRA WORKSHOP
OPEN TO ALL FINANCIAL ADVISORS
Hyatt Regency
San Diego, CA
TO REGISTER, Call: 877-ED-SLOTT
(877-337-5688)
(online registration available) |
 |
November 14, 2006
Financial Planning Association of Minnesota
Minneapolis Convention Center
Minneapolis, MN
November 16, 2006
Nivens Financial Group
Gaston Country Club
Gastonia, NC
November 21, 2006
Philadelphia Estate Planning Council
Union League
Philadelphia, PA
November 29, 2006
Nationwide/Merrill Lynch
Marriott SouthPark
Charlotte, NC
December 1, 2006
MetLife
Peacock Alley
New York , NY
December 4, 2006
Ameriprise
Pacific Palms Conference Center
Industry Hills, CA
December 7, 2006
Nationwide
Buffalo Club
Buffalo, NY
December 11, 2006
WM Funds/AIG
Ebassy Suites
Cleveland, OH
December 14, 2006
NYSSPA
Estate Planning Committee
New York, NY
December 15, 2006
Ameriprise
Mohegan Sun
Uncasville, CT
-- 2005 --
January
February
March
April
May
June
July
August
September
October
November
December
January 4, 2005
United Professionals, Inc.
Westin Kierland Resort
Scottsdale, AZ
January 7, 2005
American Express
Taping session
Minneapolis, MN
January 19-20, 2005
Principal Financial
Ed Slott’s IRA Leadership Program™
Embassy Suites on the Bay
San Diego, CA
January 24, 2005
American Express
Ritz Carlton
Marina Del Rey, CA
January 26, 2005
Financial Planning Teleconference
January 28, 2005
Scott & Stringfellow
Jefferson Hotel
Richmond, VA
February 1, 2005
Genworth Financial
R I & I National Sales Meeting
Ranchos Las Palmas
Palm Springs, CA
February 3, 2005
PTA Radio Tour
February 4, 2005
American Express
Boston, MA
February 8, 2005
Kersten & Skees Retirement Panning
The Pinnacle
Maumee, OH
February 9, 2005
Integrity First Planners
Shoreby Club
Bratenahl, OH
February 11, 2005
WOR Radio
The Morning Show
February 15, 2005
MPR Public Radio
February 24, 2005
Merrill Lynch
Hilton North Raleigh
Raleigh, NC
March 1, 2005
Sullenger Financial Group
The Petroleum Club
Evening meeting
Bakersfield, CA
March 2, 2005
Grace Spivey
Wachovia Securities
Westin St. Francis
San Francisco, CA
March 3, 2005
ATS Financial Services
Prime Hotel
San Diego, CA
March 8, 2005
Merrill Lynch
Westin Cypress Creek
Fort Lauderdale, FL
March 9, 2005
Financial Planning Teleconference
March 10, 2005
American Express
Westin Diplomat
Hollywood, Fl
March 15, 2005
John Hancock
Oklahoma City, OK
March 17, 2005
American Express
Ritz Carlton Huntington Beach
Pasadena, CA
March 30, 2005
Sound Money
Radio Interview
April 4, 2005
Pinnacle USA
Boston, MA
April 5, 2005
J. B. Hanauer
Parsippany, NJ
April 7, 2005
Merrill Lynch
Centerpoint Marriott
Detroit, MI
April 12, 2005
Merrill Lynch
Centerpoint Marriott
Detroit, MI
April 12, 2005
Kersten, Skees Retirement Planning
Central park West Banquet Facility
Toledo, OH
April 20, 2005
Red River Valley Estate Planning Council
Holiday Inn
Fargo, ND
April 26, 2005
FPA Northern California
Palace Hotel
San Francisco, CA
April 28, 2005
SII Investments, Inc.
Boca Raton Resort and Club
Boca Raton, Fl
April 29, 2005
Nationwide Financial
Hilton Scottsdale Resort & Villas
Scottsdale, AZ
May 3-May 4, 2005
AALU 2005 Annual Meeting
Washington, DC
May 6 – May 7, 2005
IRA Distribution Expert Training Conference
OPEN TO ALL FINANCIAL ADVISORS
San Diego, CA
May 9, 2005
Principal Financial Group
Teleconference for Leadership Participants
May 10, 2005
Nationwide Financial
Woodbridge Sheraton
Woodbridge, NJ
May 12, 2005
RBC Dain Rauscher
Minneapolis Hilton
Minneapolis, Minnesota
May 14, 2005
Ed Slott’s Elite IRA Advisor Group
(By Invitation Only)
Renaissance Concourse Hotel
Atlanta, GA
May 16, 2005
Nationwide Financial
Omni Orlando ChampionsGate
ChampionsGate, FL
May 17, 2005
New York State Society of CPAs
Employee Benefits Conference
New York, NY
May 18, 2005
AXA Distributors
Ritz Carlton
Boston, MA
May 19, 2005
Warner Financial Group
Oronoque Country Club
Stratford, CT
Shelton, CT
May 24, 2005
Merrill Lynch
Hilton Columbus
Columbus, OH
May 25, 2005
Wachovia Securities
Renaissance Mayflower
Washington, D.C.
May 26, 2005
AXA Distributors
Park Hotel
Charlotte, NC
June 2, 2005
MFS (Seminar with Merill Lynch)
Hyatt Regency Southpark
Charlotte, NC 28211
June 10, 2005
Jackson National Life
Greenville, SC
June 11, 2005
Securities America, Inc. National Conference
Pre-Conference session
Wardman Marriott
Washington, DC
June 13, 2005
Source Media Seminar
Omni Hotel
Chicago, IL
June 15, 2005
Jackson National Life
Four Seasons Hotel
Las Vegas, NV
June 17, 2005
American Express
Hyatt Regency Newport Beach
Newport Beach, CA
June 20, 2005
Source Media Seminar
Boston Marriott
Burlington, MA
June 21, 2005
Teleconference for AXA Advisors
(Sponsored by MFS)
June 22, 2005
Source Media Seminar
Hyatt Greenwich
Greenwich, CT
June 25 – June 29, 2005
LPL
Manchester Hyatt
San Diego, CA
July 7, 2005
United Professionals, Inc.
Westin Kierland Resort
Scottsdale, AZ
July 18-July 20, 2005
AICPA
Fairmont Royal York
Toronto, Canada
July 23, 2005
OCTFCU
Bren Center, Irvine Campus
Orange County, CA
August 3, 2005
Sun America National Conference
(Sponsored by Oppenheimer Funds)
Hyatt Manchester
San Diego, CA
August 6, 2005
CUSO
La Costa Resort
San Diego, CA
September 13 2005
American Express
Renaissance Ilikai Hotel
Honolulu, HI
September 16, 2005
Columbia Managment
Speaker: Beverly DeVeny (IRA Technical Consultant)
Ritz Carlton
Chicago, IL
September 17, 2005
Ed Slott’s Elite IRA Advisor Group
(By Invitation Only)
Renaissance Concourse Hotel
Atlanta, GA
September 19, 2005
American Express
Fairmont Hotel
Retirement Symposium
Washington, D.C.
September 20, 2005
New York Life Insurance Company
Westchester County
September 21, 2005
Merrill Lynch
Melville Marriott
Melville, NY
September 29, 2005
Learn IRA Basics, LLC
Doubletree Buckhead
Atlanta, GA
September 30, 2005
AXA Distributors
Park Hotel
Charlotte, NC
October 1, 2005
AIG Advisor Group
Marriott Marquis
Atlanta, GA
October 3, 2005
Nationwide
Taping Session
October 9, 2005
National Financial Partners
Fairmont Hotel
Chicago, IL
October 11, 2005
MFS
Bethesda Maryland Marriott
Bethesda, MD
October 17, 2005
Nationwide sponsoring for Merrill Lynch
Albany, NY
October 18, 2005
Merrill Lynch
Detroit, MI
October 20, 2005
Pensco
Westin St. Francis Hotel
San Francisco, CA
October 20, 2005
Nationwide (for Merrill Lynch)
Noon
Omni Hotel
San Francisco, CA
October 20, 2005
Nationwide
Claremont Hoel
Berkeley, CA
October 25, 2005
Regal Advisory Services
Old Ranch Country Club
Seal Beach, Irvine, CA
October 26, 2005
LPL Teleconference
11:00 AM – noon Pacific Time
October 28, 2005
Jackson National Life
Greenville, S.C.
November 1, 2005
2005 AICPA National Conference on Federal Taxes
Washington, D.C.
November 4 – November 5, 2005
IRA Distribution Expert Training Conference
OPEN TO ALL FINANCIAL ADVISORS
Rosen Centre Hotel
Orlando, FL
November 8, 2005
WM Funds Distributors
Westin Peachtree Plaza
Atlanta, GA
November 14, 2005
New York Life Insurance Company
San Ramon Resort
San Francisco, CA
November 15, 2005
WM Funds Distributors
The Fairmont Newport Beach
Newport Beach, CA
November 15, 2005
Afternoon Seminar
WM Funds Distributors
The Fairmont Newport Beach
Newport Beach, CA
December 3, 2005
53rd Annual All-Day Taxation Conference
Long Island Marriott Hotel and Resort
Uniondale, NY
December 4, 2005
53rd Annual All-Day Taxation Conference
Long Island Marriott Hotel and Resort
Uniondale, NY
December 8, 2005
WM Funds
Hyatt Regency Greenwich
Greenwich, CT
-- 2004 --
January
February
March
April
May
June
July
August
September
October
November
December
January 4, 2004
Northwestern Mutual
Marriott Marquis
New York City, NY
January 7, 2004
AGN International
Teleconference
January 20, 2004
Estate Planning Council of NE New York
Albany, NY
January 20, 2003
Advantage Financial Services, LLC
Albany, NY
January 22, 2003
Northwestern Mutual
Sheraton Chicago Hotel & Towers
Chicago, IL
January 22, 2004
MetLife
Chicago Marriott Downtown
Chicago, IL
January 23, 2004
FPA - National Capital Area
Sheraton Premiere
Tyson's Corner, VA
January 27, 2004
Ed Slott's Teleconference
2 - 3 PM Eastern Time
Who Should Your Client Name as Their IRA Beneficiary
INFO: www.nfcom.com/iraexpert
(800) 663-1340
February 3, 2004
American Express
Metropolitan Club
Minneapolis, MN
Februrary 4, 2004
MetLife
Sheraton Hotel Boston
Boston, MA
February 9, 2004
NAIFA - Louisiana
Shreveport, LA
February 10, 2004
NAIFA - Louisiana
Lafayette, LA
February 11, 2004
NAIFA - Louisiana
Baton Rogue, LA
February 12, 2004
NAIFA - Louisiana
New Orleans, LA
February 13, 2004
Signator Investors, Inc.
Wyndham Hotel New Orleans
New Orleans, LA
February 15, 2004
Fidelity Investments
San Francisco Airport Marriott
San Francisco, CA
February 18, 2004
PNC Bank - Speaking for FPA
Sheraton Station Square
Pittsburgh, PA
February 19, 2004
Merrill Lynch
St. Clair Country Club
Upper St. Clair, PA
February 19, 2004
Merrill Lynch
Cranberry Marriott
Cranberry Township, PA
February 23, 2004
Merrill Lynch
Central Park West
Toledo, OH
February 25, 2004
Merrill Lynch
Melville Marriott
Melville, NY
February 29, 2004
Northwestern Mutual
Westin Seattle
Seattle, WA
March 1, 2004
American Express
Ritz Carlton
Tyson's Corner, VA
March 4, 2004
Principal Financial Group
Dallas Embassy Suites
Dallas, TX
March 14, 2004
Fidelity Investments – Lincoln Financial
JW Marriott Hotel
Houston, TX
March 17, 2004
Nationwide Financial
The Proud Bird Restaurant
Los Angeles, CA
April 1, 2004
Merrill Lynch – lunch seminar
Radisson Hotel
Monroeville, PA
April 1, 2004
Merrill Lynch
Evening seminar
Duquesne Club
Pittsburgh, PA
April 20, 2004
American Express Funds
Four Seasons
Chicago, IL
April 21, 2004
Beneficial Life
Stein Eriksen Lodge
Park City, UT
April 23 - April 24, 2004
IRA Distribution Expert Training Conference
OPEN TO ALL FINANCIAL ADVISORS
TO REGISTER, CALL: 866-708-1528
OR VISIT: www.nfcom.com/iraexpert
Adams Mark Hotel
Dallas, TX
April 30, 2004
Signator Investors Inc.(John Hancock)
The Masters Summit
Elbow Beach Bermuda
Bermuda
May 4, 2004
Thomson Media Teleconference
TD Waterhouse Advisors Only
May 6, 2004
MFS (For Merrill Lynch)
Noon Seminar
The Forum
Ohio
May 6, 2004
MFS (For Merrill Lynch)
Evening Seminar
Independence, Ohio
May 12, 2004
Prudential (For Royal Alliance)
Orlando, Florida
May 14, 2004
FPA
Cheyenne Mountain Lodge
Colorado Springs, CO
May 18, 2004
Employee Benefits Conference
New York City, NY
May 19, 2004
Prudential (For Sun America)
San Diego, California
May 20, 2004
Principal Financial Group
Principal Connection
Des Moines, IA
May 21, 2004
Principal Financial Group
Des Moines, IA
May 21,2004
Principal Financial Group
The IRA Leadership Program™
www.iraleadership.com
Des Moines, IA
May 23, 2004
Mass Mutual
Bradley Sheraton
Windsor, CT
June 2, 2004
American Express Teleconference
“Breakfast with Brimhall
9 AM (ET
June 7, 2004
Double H Hole In the Wood Ranch
Siena College
Albany, NY
June 8, 2004
Nationwide Financial (for Cadaret Grant)
Four Point Barcelo Hotel by Sheridan
Piscataway, NJ
June 14, 2004
American Express
Due Diligence Meeting
Ritz Carlton Pentagon City
Arlington, VA
June 26, 2004
Merrill Lynch Conference
(Nationwide)
Hyatt Lake Las Vegas
Henderson, Nevada
June 28, 2004
AIG Advisor
Biltomore Resort & Spa
Phoenix, AZ
July 9, 2004
American Express
Las Colinas Country Club
Dallas, TX
July 27 - 30, 2004
AICPA
Loews Hotel
Philadelphia, PA
July 31, 2004
OCTFCU
Chapman University
Orange County, CA
August 6, 2004
NYS Bar Elder Law
Mohegan Sun, CT
August 10, 2004
Stump-Bardash
(noon event)
The Fawcett Center
Columbus, OH
August 12, 2004
Warner Financial Group
The Stone Bar Golf Course
Shelton, CT
August 16th & August 17th, 2004
Nationwide Financial
Speaking at LPL National Conference
San Diego Manchester Grand Hyatt
San Diego, CA
August 20, 2004
American Express
Scott’s Seafood Bar & Grill
San Francisco, CA
August 21, 2004
Wachovia Securities
Grand Hyatt
San Francisco, CA
September 1, 2004
American Express
St. Johns Golf & Conference Center
Plymouth, MI
September 8, 2004
American Express
Dolce Skaminia Lodge
Stevenson, WA
September 13, 2004
FPA Denver 2004
Colorado Convention Center
Denver, CO
September 15, 2004
John Hancock
Ritz Carlton
Boston, MA
September 21, 2004
Retirement Planning Group
Comfort Suites
Albany, NY
September 23, 2004
AXA Advisors
Noon Seminar
Oak Brook, IL
September 23, 2004
The Phoenix Companies
Wild Dunes Resort
Isle of Palms, SC
September 28, 2004
NAIFA Southeastern Wisconsin
Sheraton Milwaukee Brookfield
Brookfield, WI
September 29, 2004
Prudential (for FSC)
Marriott Marquis
Atlanta, Georgia
September 30, 2004
American Express
Best Western Royal Plaza
Boston, MA
October 2, 2004
Trustee Seminar
Las Vegas, NV
October 5, 2004
American Express
Rocky Hill Marriott
Rocky Hill, CT
October 6, 2004
Morgan Stanley
JW Camelback
Scottsdale, AZ
October 11, 2004
American Express
Arizona Biltmore Phoenix
Phoenix, AZ
October 13, 2004
American Express
Ritz Carlton Golf Resort
Naples, FL
October 13 – 16
MDRT Top of the Table
Ritz Carlton
Naples, FL
October 15, 2004
Morgan Stanley
Marriott Harbor Beach Resort
Ft. Lauderdale, FL
October 19, 2004
Mutual Service Corporation
Marriott Newport Beach
Newport Beach, CA
October 21, 2004
FPA – Northeast Ohio Chapter
Embassy Suites Hotel Independence
Independence, OH
October 27, 2004
MetLife – client event (noon)
Doubletree Hotel
Central NJ
October 27, 2004
MetLife – client event (evening)
Doubletree Hotel
Central NJ
November 5 – November 6, 2004
IRA Distribution Expert Training Conference
OPEN TO ALL FINANCIAL ADVISORS
TO REGISTER, CALL : 866-708-1528
OR VISIT: www.iraexpert.net
Coronado Springs Resort @ DisneyWorld
Orlando, FL
November 8 – 10, 2004
Schwab
Philadelphia Convention Center
Philadelphia, PA
November 11, 2004
LPL Teleconference for Financial Planning
5:15 – 6:15 PM Eastern Time
November 17, 2004
FPA
Teleconference
November 18, 2004
American Express
Maggiano’s Restaurant
Schaumberg, IL
November 19, 2004
Minnesota Society of CPAs
50th Annual MNCPA Tax Conference
Minneapolis Convention Center
Minneapolis, MN
December 4-5, 2004
Nassau Chapter All Day Tax Conference
Marriott Hotel
Uniondale, NY
-- 2003 --
January
February
March
April
May
June
July
August
September
October
November
December
January 4, 2003
Sound Money
Carnegie Hall
New York, NY
January 6, 2003
Mass Mutual
Wienken & Associates
Full Day Event
Harrisburg, PA
January 9, 2003
Merrill Lynch
Atlanta, GA
January 10, 2003
Merrill Lynchv
Atlanta, GA
January 13, 2003
American Express
Chicago, IL
January 14, 2003
Merrill Lynch
Luncheon meeting
San Francisco, CA
January 14, 2003
Merrill Lynch
Dinner Event
San Jose, CA
January 16, 2003
Sacramento Estate Planning Council
McGeorge School of Law
Sacramento, CA
Janury 16, 2003
Sacramento Estate Planning Council
Sacramento, CA
January 20, 2003 RESCHEDULED TO A LATER DATE
Merrill Lynch
Raleigh, NC
January 21, 2003
Merrill Lynch
Townsend Hotel
Birmingham, MI
January 22, 2003
Merrill Lynch
Genesys Conference Center
Grand Blanc, MI
January 23, 2003
Merrill Lynch
Townsend Hotel
Birmingham, MI
January 29, 2003
Merrill Lynch
Maggiano' Restaurant
Chicago, IL
January 30, 2003
Merrill Lynch
Washington, DC
February 4, 2003
First Trust Corp.
Westin Hotel
Denver, CO
February 5, 2003
American Express
Breakfast with Brimhall
Teleconference
February 6, 2003
Nationwide
Sheraton at Woodbridge
Iselin, NJ
February 8, 2003
Hanson McClain Retirement Network
Meadowood Resort
St. Helena, CA
February 10, 2003
Merrill Lynch
Fairview Park Marriott
Falls Church, VA
February 11, 2003
Merrill Lynch
Marriott
Oak Brook, IL
February 12, 2003
Merrill Lynch
Maggiano's Restaurant
Schaumberg, IL
February 13, 2003
Merrill Lynch
Maggiano's Restaurant
Northbrook, IL
February 19, 2003
FPA of Orange County
Beckman Center
University of CA
Orange County, CA
February 20, 2003
Merrill Lynch
The Bellevue Club
Bellevue, WA
February 24, 2003
Merrill Lynch (lunch event)
Omni Hotel
Norfolk, VA
February 24, 2003
Merrill Lynch (dinner event)
Holiday Inn Executive Center
Virginia
February 25, 2003
Merrill Lynch
Hyatt Regency
Dearborn, MI
February 26, 2003
Merrill Lynch
Le Bistro
Stockton, CA
February 27, 2003
Merrill Lynch (lunch meeting)
San Francisco, CA
February 27, 2003
Merrill Lynch (dinner meeting)
Round Hill Country Club
Alamo, CA
March 1, 2003
Ye Old Bookshoppe
Book signing
555 Deer Park Ave.
Babylon, NY
March 3, 2003
American Express
Essex House
New York City, NY
March 4, 2003
Merrill Lynch
Mayflower Hotel
Washington, D.C.
March 5, 2003
Merrill Lynch
Advisor Seminar
1850 K. St., NW
Washington, D.C.
March 5, 2003
Merrill Lynch
Fairview Park Marriott
Vienna, VA
March 7, 2003
Pacific Life Insurance
St. Regis Monarch Beach Resort
Newport Beach, CA
March 8, 2003
Merrill Lynch
Somerset Inn
Troy Michigan
March 10, 2003
Merrill Lynch
Bethesda Metro Center
Bethesda, MD
March 11, 2003
Merrill Lynch
Lowes Hotel
Baltimore, MD
March 12, 2003
Merrill Lynch
Hilton North Raleigh
Raleigh, NC
March 13, 2003
Merrill Lynch
Charlotte, NC
March 15, 2003
Boston Globe Finance Fair
Boston World Trade Center
Boston, MA
March 18, 2003 CANCELED
Merrill Lynch
Atlanta, GA
March 19, 2003
Merrill Lynch
Birmingham Museum of Art
Birmingham, Al
March 20, 2003
Merrill Lynch
Wyndham Hotel
Metairie, LA
March 21, 2003
Top of the Table
Teleconference
March 24, 2003
Merrill Lynch
Lunch event
Adam's Mark Hotel
Indianapolis, IN
March 24, 2003
Merrill Lynch
Dinner event
Ritz Charles
Carmel, IN
March 25, 2003 CANCELED
Merrill Lynch
Lunch event
Grand Wayne Convention Center
Fort Wayne, IN
March 25, 2003
Merrill Lynch
Dinner event
Windsor Park Conference Center
Mishawaka, IN
March 25, 2003 CANCELED
Tennessee Society for Service Professionals
Tennessee
March 27, 2003
Oppenheimer
Alliance Building
New York City, NY
March 28, 2003
Money Matters
Radio Interview
March 28, 2003
Minnesota Public Radio
Interview with Catherine Lanpher
March 31, 2003
Merrill Lynch
Cypress Hotel
Menlo Park, CA
April 2, 2003
Merrill Lynch
Stony Hill Inn
Hackensack, NJ
April 3, 2003
Oppenheimer
New York City, NY
April 4, 2003
Merrill Lynch
Financial Advisor Seminar
Charleston Place
Charleston, SC
April 7, 2003
Merrill Lynch
Chase Hotel
St. Louis, MO
April 8, 2003
Merrill Lynch
Renaissance Austin Hotel
Austin, TX
April 9, 2003
Merrill Lynch
Dallas, TX
April 10, 2003
Evergreen Associates (Merrill Lynch)
Century Plaza Hotel
Century City, CA
April 22, 2003
Merrill Lynch
Maggiano's Restaurant
Schaumberg, IL
April 23, 2003
Merrill Lynch
Nick's Fish Market
Chicago, IL
April 23,2003
Merrill Lynch (dinner event)
Oakbrook Marriott
Oakbrook, IL
April 25-26, 2003
IRA Distribution Expert Training
Adams Mark Hotel
Dallas, TX
April 25-26, 2003
IRA Distribution Expert Training
Adams Mark Hotel
Dallas, TX
April 28, 2003
American Express
Due Diligence Meeting
Ritz Carlton Tysons corner
Mclean, VA
May 1, 2003
Merrill Lynch
Intercontinental Hotel
2222 W Loop S
Houston, TX
May 9, 2003
Estate Planners Day
Crowne Plaza Hotel
1605 Broadway & 49th
New York City, NY
May 12, 2003
FPA Philadelphia
Airport Renaissance Hotel
Philadelphia, PA
May 13, 2003
Merrill Lynch (Mainstay Funds)
717 5th Avenue
New York, NY
May 14, 2003
Mutual Service Corp.
Cleveland, OH
May 19, 2003 CANCELED
American Express
Due Diligence Meeting
Seattle, WA
May 21, 2003
Society of Financial Service Professionals
Detroit Athletic Club
Detroit, MI
May 29, 2003
Nationwide (for Cadaret Grant)
Syracuse, NY
June 3, 2003
Society of Financial Service Professionals
Annual Chapter Meeting
Bethesda Country Club
Bethesda, MD
June 4, 2003
MFS
New Jersey
June 5, 2003
MFS
New Jersey
June 10, 2003
Nationwide
Paradise New Resort and Spa
San Diego, CA
June 18, 2003
Merrill Lynch (sponsored by Manu Life Financial
Stonewater Golf Club
Akron, Ohio
June 23, 2003
Merrill Lynch
Stony Hill Inn
Hackensack, NJ
June 24, 2003
Merrill Lynch
Hyatt Regency of Princeton
Princeton, NJ
June 27, 2003
Mainstreet Management
The Equinox
Manchester Village, VT
July 12, 2003 RESCHEDULED to 8/02/03
Financial Insights (Radio Show)
July 17, 2003
NYS Society of CPAs
Annual Estate Planning Conference
Marriott Marquis
New York, NY
July 22, 2003
Nationwide
Deer Creek Golf Club
Overland Park, KS
July 25, 2003
AIG Advisor Group
Full Day Seminar
Roosevelt Hotel
New York, NY
July 29, 2003
Merrill Lynch
Chase Hotel
St. Louis, MO
August 2, 2003
Financial Insights (Radio Show)
August 9, 2003 CANCELED
Emery & Epstein Financial Group
San Diego, CA
August 11-12
LPL
(Sponsored by Nationwide)
Manchester Grand Hyatt
San Diego, CA
August 13, 2003
CUSO
Loews Coronado Bay Resort
Coranado, CA (San Diego area)
August 14, 2003
Merrill Lynch
Ritz Carlton
Pasadina, CA
August 19, 2003
Merrill Lynch
Redbank, NJ
August 25, 2003
American Express
Due Diligence
Ritz Carlton Hotel
Marina Del Ray, CA
September 6, 2003
Nationwide Insurance
Nationwide Insurance Life Anniversary
Boca Raton Resort & Club
Boca Raton, FL
September 10, 2003
Nationwide Financial
Westin Mission Hills Resort
Rancho Mirage, CA
September 12, 2003
Pacific Life
St. Regis Monarch Beach Resort
Newport Beach, Ca
September 15, 2003
AXA Equitable
Ritz Carlton, Reynolds Plantation
Greensboro, GA
September 16 2003
Merrill Lynch
Old Mill Inn
Spring Lake, NJ
September 18, 2003
Frost Investments
Lakeway Inn Resort
Austin, TX
September 20, 2003
Nationwide (Equity Service Conference)
Ritz Carlton
Bachelor Gulch, CO
September 21, 2003
Prudential Securities
Sheraton Boston Hotel
Boston, Ma
September 23, 2003
Merrill Lynch
Hyatt Inner Harbor
Baltimore, MD
October 1, 2003
American Express
Breakfast with Brimhall
Teleconference
October 3, 2003
FPA
Crest Hollow Country Club
Long Island, NY
October 8, 2003
Merrill Lynch
Westin Convention Center
Pittsburgh, PA
October 9, 2003
Merrill Lynch
CTroy Marriott
Troy, MI
October 14, 2003
Nationwide
La Jolla Marriott
San Diego, CA
October 15 - 18, 2003
Top of the Table
Marriott Rancho Las Palmas Resort & Spa
Palm Springs, CA
October 21, 2003
Gurwin Jewish Geriatric Center
October 23, 2003
Chambers & Associates
Adams Mark Hotel
Grand Junction, CO
October 28, 2003
NAIFA
2003 Sales Congress
Crest Hollow Country Club
Woodbury, NY
October 29, 2003
Merrill Lynch
Oakbrook Marriott
Oakbrook, IL
October 31 - November 1,2003
IRA Distribution Expert Training Conference
OPEN TO ALL FINANCIAL ADVISORS
TO REGISTER, CALL: 866-708-1528
OR VISIT: www.nfcom.com/iraexpert
Chicago, IL
November 5, 2003
Merrill Lynch
White Plains, NY
November 8, 2003
Star Ledger
New Jersey
November 13, 2003
Teleconference
November 13, 2003
Nassau County Estate Planning Council
Nassau County Bar Association
November 15, 2003
ABC Television
November 19 2003
Merrill Lynch
The Pinnacle
Maumee, OH
November 24, 2003
Money Life
(Radio)
December 2, 2003
Nationwide Life Insurance
Princeton, NJ
December 2, 2003
Nationwide Life Insurance
Redbank, NJ
December 4, 2003
Sound Money
Carnegie Hall
New York City, NY
December 4, 2003
Sound Money
Carnegie Hall
New York, NY
December 6, 2003
ABC Television
December 9, 2003
Networth, Inc.
Golden Valley Country Club
Minneapolis, MN
December 11, 2003
PICPA
Raddisson Hotel
King of Prussia, PA
-- 2002 --
January 8, 2002
LPL Financial Services
Wyndham Andover
Andover, MA
January 10, 2002
Edward Jones
Teleconference
St. Louis, MO
January 14, 2002
LPL Financial Services
Westin Atlanta North Perimeter
Atlanta, GA
January 17, 2002
The Estate Planning Council of Nassau County
Mineola, NY
January 22, 2002
LPL Financial Services
Radisson Hotel Central/Dallas
Dallas, TX 75206
January 28, 2002
Fidelity Investments - Commonwealth
Boston, MA
January 31, 2002
LPL Financial Services
Wyndham Northwest Chicago
Itasca, IL
February 8, 2002
Pioneer Investments - American General
Hyatt Regency
Scottsdale, AZ
February 15, 2002
Fidelity Investments
Puerto Rico
February 23, 2002
Sound Money
Carnegie Hall
New York City, NY
March 6, 2002 RESCHEDULED TO A LATER DATE
American Express Teleconference
March 14, 2002
Mainstay Funds - FPA of Colorado
Inverness
Denver, CO
March 15, 2002
Mutual Service Corporation
East Side Marriott
New York, NY
March 20, 2002
LPL Financial Services
Boston, MA
March 23, 2001
Boston Globe
Boston, MA
March 22-23, 2002 RESCHEDULED
Boston Globe
Boston, MA
March 26, 2002 CANCELED
Family Wealth Counselors
Radisson Hotel
LaCrosse, WI
April 18, 2002
MFS
Four Seasons Hotel
Boston, MA
April 19, 2002
MFS
Four Seasons Hotel
Boston, MA
April 23, 2002 RESCHEDULED TO A LATER DATE
Planning Partner$
Canton, CT
April 25, 2002 RESCHEDULED TO A LATER DATE
Nationwide
Des Moines, IA
May 1, 2002
LPL Financial
Seatac Marriot
Seattle, WA
May 3, 2002
Nationwide
Baltimore Marriott Waterfront
Baltimore, MD
May 7, 2002
Planning Partner$
Avon Old Farms
Canton, CT
May 8, 2002
Eastern Development Health Network
CT
May 9, 2002
Nationwide
St. Louis, MO
June 12, 2002
NJ FPA
Woodbridge Hilton
Woodbridge, NJ
June 23-26, 2002
Million Dollar Round Table
Nashville, TN
July 9, 2002
CUSO
San Diego, CA
July 11, 2002
Estate Planning Conference Of NYSSCPAs
New York, NY
July 17, 2002
Nationwide
American Century Office
New York, NY
July 18, 2002 RESCHEDULED TO A LATER DATE
Nationwide
Long Island, NY
July 31, 2002
Nationwide
Marriott
Melville, NY
August 5, 2002
Nationwide
Wyndham Hotel Lisle
Chicago
August 7, 2002
Merrill Lynch
Wyndham Anatole Hotel
Dallas, TX
August 8, 2002
Merrill Lynch
Hotel Derek
Houston, TX
August 23, 2002
Wienken & Associates
Heritage Hills Resort & Conference Center
York, PA
September 4, 2002
MetLife
Seaview Marriott
Absecon, NJ
September 5, 2002
FPA of the National Capital Area
Sheraton Premier
Tyson's Corner
Vienna , VA
September 14, 2002
Nationwide
United Planners
Four Seasons Hotel
Newport Beach, CA
September 20, 2002
WS Griffith
Nationwide & Fidelity
San Diego Marriott Hotel & Marina
San Diego, CA
September 26, 2002
Mutual Service Corporation
Marriott St. Louis Airport
St. Louis, MO
October 9-12, 2002
MDRT
Top of the Table
Grand Floridian
Orlando, Florida
October 22, 2002
Burke, Esposito & Associates
Villa Capri Restaurant
Client Appreciation
Wallingford, CT
October 25, 2002
Oppenheimer Funds
LPL
Wyndham NW
Chicago, IL
October 26, 2002
New York City Metropolitan Opera
Lincoln Center
November 5, 2002
American Express
Boston, MA
November 7, 2002
NAIFA
Adams Mark Hotel
Philadelphia, PA
November 13-15, 2002
NAFPA
Baltimore Marriott Waterfront
Baltimore, MD
November 18, 2002
Merrill Lynch
Westin Galleria
Austin, TX
November 21, 2002
Fidelity
Commonwealth Financial
The Breakers
Palm Beach, FL
November 22, 2002
Central Ohio FPA
Blackwell Center
State University, Ohio
December 3, 2002
Merrill Lynch
Ruth's Chris Steakhouse
San Antonio, TX
December 5, 2002
Savage & Associates
(Two sessions)
Columbus, Ohio
December 9, 2002
Merrill Lynch
Four Season's Hotel
Austin , TX
December 10, 2002
Merrill Lynch
Round Hill Country Club
Oakland, CA
December 13, 2002
SunAmerica Securities and Sentra & Spelman
Tempe Mission Palms
Tempe, AZ
-- 2001 --
January 4, 2001
Invest Regional Meeting
Governor's Club
Chapel Hill, NC
January 10, 2001
Nationwide Financial
Linsco Private Ledger
Minneapolis Hyatt
Minneapolis, MN
January 16, 2001
Nationwide "The Best of America"
Rye Town Hilton
Rye Brook, NY
January 18, 2001
Nationwide Mutual Insurance Company
Sales Symposium
William Penn Hotel
Pittsburgh, PA
January 19, 2001
CitiBank Regional
Hyatt Regency
San Francisco, CA
January 25, 2001
Pioneer Investment Management Co.
Fort Worth and Dallas, TX
January 26, 2001
Sun America
Annual Wholesaler Conference
Westin La Cantera Resort
San Antonio, TX
February 15, 2001
Nationwide Mutual Insurance Company
Northeast Regional Sales Conference
Boston, MA
February 28, 2001
Ciccarelli Advisory Services, Inc.
Naples, FL
March 6, 2001
Merrill Lynch
Marriott
Indian River Plantations, FL
March 28, 2001
Nationwide
Caesar's Palace
Las Vegas, NV
April 17, 2001
Nationwide
Jefferson Pilot Advanced Regional Meeting
New Orleans, LA
April 19, 2001
Nationwide
Troy Marriott
Troy, MI
April 20, 2001
Fidelity Investments
Orlando Swan
Orlando, FL
April 23, 2001
Northern Capital Trust
Fargo Holiday Inn
Fargo, ND
April 26, 2001
Nationwide
Buffalo Marriott
Buffalo, NY
May 2, 2001
Fidelity Investments
Cobb Galleria
Atlanta, GA
May 3, 2001
National Capital Chapter Financial Planning Association
Bethesda Marriott
Bethesda, MD
May 4, 2001
Nationwide
Nathan & Lewis Seminar
Long Branch, NJ
May 7, 2001
Mainstay
LeParker Meridian
New York, NY
May 8, 2001
Pioneer Investment Management Company
Chatham, MA
May 9, 2001
Pioneer Investment Management Company
Wrentham, MA
May 11, 2001
Scudder Investments
Chicago, IL
May 12, 2001
Pioneer Investment Management Company
Glen Eagles Country Club
Plano, TX
May 14, 2001
Pioneer Investment Management Company
Sutro Office
San Francisco, CA
May 15, 2001
Pioneer Investment Management Company
Sutro Office
Fresno, CA
May 16 2001
FSC Conference
Mainstay
Crown Plaza Hotel
Foster City, CA
May 17, 2001
Sun America
Fairmont Scottsdale Princess
Scottsdale, AZ
May 18, 2001
First Union
Phoenix, AZ
May 23, 2001
Mutual Service Corporation
Minneapolis, MN
May 24, 2001
Pioneer Investment Management Company
New Haven, CT
May 30, 2001
Fidelity Investments
Farmington, CT
June 5, 2001
Nationwide
Rocky Hill Marriott
Rocky Hill, CT
June 6, 2001
Nationwide
The Craftsman Inn
Fayetteville, NY
June 7, 2001
Fidelity Investments (Royal Alliance)
Desert Springs Resort
Palm Desert, CA
June 9, 2001
Fidelity Investments (Security Service Network
Ritz Carlton
Naples, FL
June 10, 2001
Fidelity Investments (MetLife)
The Westin Harbour Castle
Toronto, Canada
June 14, 2001
Fidelity Investments (Quick & Reilly)
Boston, MA
June 19, 2001
Society of Financial Services Professionals
Highlawn Pavilion
West Orange, NJ
June 22, 2001
Nationwide
Mainstreet Management Seminar
Absecon, NJ
June 23, 2001
Nationwide
LPL
Palm Dessert, CA
June 26, 2001
Nationwide
Boston, MA
July 5, 2001
Sound Money
Carnegie Hall
New York, NY
July 9, 2001
Jackson National Life Distributors
Lansing, MI
July 10, 2001
Fidelity Investments (CUSO Conference)
San Diego, CA
July 18, 2001
Nationwide
Melville Marriott
Melville, NY
July 19, 2001
Nationwide
Marriott East Side Hotel
New York, NY
July 25, 2001
New York State Society of CPAs
2001 Estate Planning Conference
New York City, NY
July 26, 2001
AICPA
Advanced Estate Planning Conference
Chicago
July 30, 2001
Fidelity Investments
Terra Securities
Chicago, IL
August 9, 2001
Nationwide
Philadelphia, PA
August 10, 2001
Fidelity Investments
Memphis, TN
August 16, 2001
Fidelity Investments
Hilton Head, SC
August 17, 2001
Nationwide
Crowne Plaza
Dayton, OH
August 23, 2001
Nationwide
Foxwoods
Connecticut
September 4, 2001
Fidelity Investments
Marriott Seaview Resort
Absecon, NJ
September 6, 2001
Mutual Service Corporation
Detroit, MI
September 7, 2001
Pioneer Investment Management Company
Holiday Inn
Bismark, ND
September 11, 2001 RESCHEDULED
FPA of Greater Hudson Valley
The Ramada Inn
Armonk, NY
September 13, 2001 RESCHEDULED
Nationwide
San Diego Hotel Marriott
San Diego, CA
September 21, 2001
FPA of Michigan
Michigan
September 24, 2001 RESCHEDULED
Mainstay Management
Denver, CO
September 25, 2001
Fidelity Investments
Kansas City, MO & St. Louis, MO
October 2, 2001
Nationwide
Chicago, IL
October 3, 2001
Nationwide
American College
Philadelphia, PA
October 8, 2001 RESCHEDULED
Pioneer Investments (American General)
San Diego, CA
October 9, 2001
Fidelity Investments
Orlando, FL
October 11, 2001
Nationwide - Scott & Stringfellow
The Greenbriar
White Sulphur Springs, WV
October 15, 2001
Nationwide
Cadaret Grant National Meeting
Rye, NY
October 18, 2001
Fidelity Investments - Legg Mason
Baltimore Marriott Waterfront
Baltimore, MD
October 23, 2001
US Bancorp Piper Jaffray
Glen Oaks Country Club
West Des Moines, IA
October 25, 2001
Nationwide
Detroit, MI
October 26, 2001
Financial Planning Association of Northeastern NY
Desmond Americana
Albany, NY
October 31, 2001
Money Matters
November 1, 2001
Nationwide
Turnbury Catering
New Jersey
November 3, 2001
Nationwide
Westin LaCantera
San Antonio, TX
November 9, 2001
Financial Planning Association
Crest Hollow Country Club
Woodbury, NY
November 10, 2001 RESCHEDULED
Nationwide (NFP Securities)
Philadelphia, PA
November 13, 2001
FPA of Greater Hudson Valley
Ramada Inn
Armonk, NY
November 15, 2001
Nationwide
Telephone Conference
November 16-17, 2001 RESCHEDULED
Boston Globe
Boston, MA
December 5, 2001
Nationwide
Independence, OH
December 7, 2001
Nationwide
St. Louis, MO
December 12, 2001
Nationwide
Saddle Brook, NJ
December 20, 2001
Sound Money
Carnegie Hall
New York, NY
-- 2000 --
January 31, 2000
Commonwealth Financial Network
New Year Update Meeting
Providence, RI
February 11-12, 2000
Sound Money Personal Finance Fair
Minnesota Public Radio
International Market Square.
Minneapolis, MN
March 16, 2000
Fidelity Invesments
Independent Broker Dealer Due Diligence Meeting
Westin Hotel Copley Place
Boston, MA
May 1, 2000
Estate Planning Council of New York City
Estate Planners Day
Sheraton New York Hotel
New York City, NY
(212) 719-8390
May 3, 2000
The Fourth Baruch College Conference on
Estate, Financial and Retirement
Planning
Baruch College
New York City, NY
(212) 802-2901
May 9, 2000
Positive Financial Advisors
"IRA Distribution Planning"
516-747-2274
May 10, 2000
Suffolk Association of Insurance and Financial Advisors (SAIFA)
Keynote Address - "Estate Planning for Retirement Benefits"
Huntington Town House
Huntington, NY
(631) 584-6715
May 12, 2000
Foundation for Accounting Education of the NYS Society of CPAs
"Distribution Planning Techniques"
Jacob K. Javits Convention Center
New York City, NY
(212) 719-83006
May 17-19, 2000
AICPA
2000 Tax Strategies for the High Income Individual Conference
Ed Slott and Natalie Choate, Esq.
Caesar's Palace, Las Vegas
June 1-2, 2000
Florida Institute of CPAs
15th Annual Accounting Show
Orlando Expo Centre
Orlando, Florida
850-224-2727
June 4-7, 2000
AICPA 2000 Practitioner's Symposium
Caesar's Palace, Las Vegas
June 10, 2000
Fidelity Key Client Meeting
Indian Wells, CA
(617) 563-9182
June 10, 2000
Fidelity Key Client Meeting
Indian Wells, CA
(617) 563-9182
June 22, 2000
Nationwide Financial
Retirement Distribution Planning Sales Conference
Doral Park Avenue Hotel
New York City, NY
(914) 632-2734
July 11, 2000
New York State Society o | 
