Broker Check

Due Diligence Meetings

As I strive to continue to educate my clients and myself, I am producing a list of Due Diligence Meetings I have attended. If you would like more information on any of the topics listed below, please let me know.

2014

  • November 6, 2014: Symmetry Focus Forum in Greenwich, CT
  • September 17 - 19, 2014: Cetera Fast Forward in Las Vegas, NV
  • August 13 - 15, 2014: Wealth Management University in Las Vegas, NV
  • June 6, 2014: Jackson National Elite Access Alternative Investments Forum in Hartford, CT
  • May 15 - 16, 2014: NorthStar Realty Securities Advisor Forum in New York, NY
  • April 24, 2014: Cetera Wealth Management Leaders Forum in Windsor, CT
  • April 4, 2014: Prudential - The Washington Update with Andy Friedman in Rocky Hill, CT
  • March 20, 2014: AXA's Newest Investment Strategies seminar in West Hartford, CT
  • February 26, 2014: CEG - Elite Advisor Virtual Conference

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