Prior Forums – 2011

Jefferson National Joint Webinar
December 14, 2011
Presenting

Ambrose Group Webinar: “What Hedge Fund Managers Need to Know about RIA Registration”
December 13, 2011
Presenting

Schwab Social Media Workshop
November 30, 2011
Philadelphia, PA
Presenting

Ambrose Hedge Fund Workshops Webinar
November 14, 2011
Presenting

Schwab IMPACT 2011
November 1-4, 2011
San Francisco, CA
Exhibiting, Presenting

New York Society of Security Analysts Meeting
October 20, 2011
New York, NY
Presenting

BrightTALK Webinar
October 20, 2011
Presenting

Ambrose Hedge Fund Workshops
October 19, 2011
Stamford, CT
Presenting

National Advisors Trust Tech/Ops & Compliance Conference
October 18-20, 2011
Overland Park, KS
Presenting & Exhibiting

MarketCounsel Member Summit
October 12-14, 2011
Biltmore Hotel, Coral Gables, FL
Organizer

Schwab Social Media Workshop
October 4, 2011
San Diego, CA
Presenting

Ambrose Hedge Fund Workshops
September 21, 2011
New York, NY
Presenting

Schwab Legal Webinar
September 20, 2011
Presenting

FPA Experience 2011
September 15-18
San Diego, CA
Presenting & Exhibiting

NAIFA 2011 Career Conference and Annual Meeting
September 10-14, 2011
Washington, DC
Presenting

2011 Gemini & Orion Advisor Forum
August 29-31, 2011
Denver, CO
Presenting & Exhibiting

TD Ameritrade Webinar
August 18, 2011
Presenting

AICPA Social Media Webinar
July 21, 2011
Presenting

Fidelity Institutional Wealth Services Webinar
July 14, 2011
Presenting

Ambrose Employer Group Workshop
June 21, 2011
Presenting

Schwab Online Marketing Workshop
June 14, 2011
Presenting

Pershing INSITE
June 8-10, 2011
Presenting & Exhibiting

Society of Financial Service Professionals (FSP) Webinar
June, 1, 2011
Presenting

2011 fi360 National Conference
May 4-6, 2011
San Antonio, TX
Presenting

MarketCounsel 2011 Partner Summit
May 4-6, 2011
Scottsdale, AZ
Organizer

2nd Annual Ceros Advisor Forum
April 29-30, 2011
San Diego, CA
Presenting

National Advisors Trust Conference
April 26-28, 2011
San Francisco, CA
Presenting

Tiburon CEO Summit
April 13-15, 2011
New York, NY
Attending

InvestmentNews Webcast: What are SEC Auditors Looking for Now
April 5, 2011
Panelist

NAPFA North NJ Study Group
March 29, 2011
Morristown, NJ
Presenting

FPA Business Solutions
March 3-5, 2011
Boston, MA

FPA New Jersey Regional Meeting
February 16, 2011
Parsippany, NJ

TD Ameritrade National Conference
February 2-4, 2011
San Diego, CA

Source Media Webinar: SEC Fiduciary Report
January 27, 2011

Schwab Florida Compliance Event
Ft. Lauderdale, FL
January 27, 2011

TD Ameritrade Luncheon
January 26, 2011
San Francisco, CA