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Upcoming Conferences and Tradeshows
Below
is a list of conferences pertaining to our industry. We hope to see you
at one of these events! Are there any events not listed you would like
to see us attend? Please contact us with your suggestions at marketing@finnav.com.
AICPA - Advanced Personal Financial Planning Conference
Orlando, FL - Disney's Contemporary Resort
January 17-20, 2010
click here for more information
The
AICPA Advanced Personal Financial Planning Conference is imperative for
financial planning professionals. This conference will provide you with
strategies and cutting-edge information and guidance on the following
topics: Investment Management, Practice Management, Wealth Management
and PrimePlus Eldercare/Retirement.
CFA - Wealth Management 2010
Phoenix, AZ - Pointe Hilton Squaw Peak Resort
March 9-10, 2010
click here for more information
Wealth
Management 2010 examines solutions for building effective wealth
management plans, constructing state-of-the art portfolios, navigating
regulatory waters, and maintaining strong client relationships. Whether
you are a manager of ultra-high-net-worth clients or a wealth manager
with broader client bases, you and your clients will benefit from the
intensive and globally relevant sessions at this year’s conference.
AICPA – Tax Strategies for the High Income Individual
Las Vegas, NV - Bellagio
May 3-4, 2010
click here for more information
Attend
the conference with an all-star cast of prominent tax experts,
hand-picked by renowned tax expert Sidney Kess, who will share their
insights on and inform you about current tax issues that impact your
high-income clients. You receive the latest information on relevant tax
issues; there will be several opportunities to network with your peers.
AICPA – Advanced Estate Planning Conference
Washington D.C. - JW Marriott
July 26-28, 2010
click here for more information
This
conference provides comprehensive updates and technical analysis on all
current aspects of estate and gift planning and compliance issues.
Through classroom sessions, speaker presentations and interactive panel
discussions, attendees get the advanced training needed to help clients
and run successful practices.
Family Office Metrics Ops Tech 11
New York, NY - W Hotel, Union Square
September 27-28, 2010
click here for more information
CCH Users Conference
Orlando, FL - JW Marriott
November 8-10, 2010
click here for information, video, and registration
AICPA “Sophisticated Tax Planning for Your Wealthy Clients”
New York, NY - TBD
November 15-16, 2010
click here for more information
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