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Meeting Venue:
Maggiano's
7401 South Clinton St.
Englewood
Don't
miss these upcoming meetings and social event:
- Tuesday, February 14, 2012
Deborah L. O'Neil, J.D., CFP, CLU
(Vice President, Assured Equity Management Corporation) will speak to our group on Timeless Planning Techniques for Uncertain Times. This session will provide you with a review of the current challenges that may impede your clients from taking action as well as discuss planning techniques that remain viable for your clients so you can help them accomplish their legacy goals.
- 7:00 am: Networking
- 7:30 am: Speaker presentation concluding with an optional roundtable discussion until 9:00 am
- Tuesday, May 8, 2012
- Tuesday,
September 11, 2012
- Tuesday, November 13, 2012
Upcomind social / networking event in 2012:
- Wednesday, April 25
Join us for drinks, appetizers, and socializing, along with a tour of the Wildlife Experience. More details to come.
Wildlife Experience
10035 South Peoria - Parker, CO
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