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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 “Sophisticated Tax Planning for Your Wealthy Clients”
New York, NY - TBD
November 15-16, 2010
click here for more information
CCH Users Conference
Orlando, FL - JW Marriott
November 8-10, 2010
click here for information, video, and registration
Family Office Metrics OpsTech 2010
Our 11th OpsTech Event
Investment Operations & Technology Strategy for the 21st Century Family Office
New York, NY - W Hotel, Union Square
September 27-28, 2010
click here for more information
The only program focused exclusively on Family Office Technology and Investment Operations. If you’re making an investment in technology, implementing a new technology solution or change in operations, you will find this session to be of tremendous value to your family office.
View Brochure
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.
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.
Renowned tax expert and conference committee chair, Sidney Kess, has assembled an all-star speaker lineup who will lead a broad range of sessions on the most current issues impacting you and your high-income clients today. Obtain tools and technical resources to implement innovative strategies that will benefit your wealthy clients’ special needs in areas like Life Insurance, Alternative Investments, and Estate Planning. Plus, this conference offers several highly-focused value-added workshops, invigorating breakfast sessions, plenty of time for Q&A and numerous networking opportunities to enhance your overall conference experience.
For more information, please go to the conference website located on www.cpa2biz.com/taxstrategies for the agenda, registration information and updates.
As a valued colleague, I am offering you an additional $100 off the regular registration fee for the 2010 AICPA Conference on Tax Strategies for the High-Income Individual. You may register via the website or by phone (1-888-777-7077), using the coupon code “SDC.” See below coupon for details. Be sure to take advantage of it today.
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 - 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.
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