February, 2010
Ft Myers/Naples. FL
Client Seminar

CLICK HERE TO Register for this seminar

We are excited to announce the 2010 Retirement Advisors client seminar schedule!  In 2009 we had record attendance and received a tremendous amount of positive feedback. Throughout 2010 we will travel to 22 cities across the country.

The cities designated with an * have not been confirmed, but we are working toward booking a location near them.  We will update this page and the Compass newsletter as we confirm locations and dates. 

Members from the Senior Management team, our Investment Committee and the Relationship Management team will be in attendance to provide firm, investment and financial planning updates. The seminars will also include dinner and plenty of time for socializing.

We hope to see you at a seminar near you!

Schedules and Sessions:

3:00 - 3:30 Registration
3:30 - 5:30 Seminar Presentations
5:30 - 7:00 Dinner


Where
Naples FL - Fleming's
(click for directions)

239-598-2424

Register For This Seminar

Form Key Indicates required field
First Name (for name badge):
Last Name:
Is Spouse Attending? Yes   No
Spouse's Name (for name badge):
Special Dietary Requirements?
Would you like a personal visit from a Relationship Manager while they are in the area? Yes   No
If Yes, what topics would you like to discuss? (Investments, Estate Planning, Long-Term Care, etc.)
Email:
 
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