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A Special Invite for: Select Financial Professionals
THE AFN COLLABORATIVE SERVICES PLATFORM (CSP)
Bringing best-in-class service providers to your new and existing clients Program Description: Industry leading experts will conduct a 2-day summit focused on 4 key areas of practice: Financial Planning, Asset Management, Risk Management and Corporate Benefit Services. This collaboration with top-tier Financial Advisors will enable you to offer more extensive expertise to high net-worth clients, and middlemarket private & public companies along with their owners/executives. This session is a dynamic exchange that
has proven to be successful for other financial industry professionals - giving you the information, process and resources to offer new ideas, and strengthen relationships with your existing clients while differentiating yourselfto new clients.
When:
June 2-4, 2010
June 2: Travel Day & Informal Reception - 6:00 PM
June 3: 7:30 AM - 7:30 PM
June 4: 7:30 AM - 4:00 PM
Where:
Hyatt Regency - 21500 Pacific Coast Highway, Huntington Beach, CA 92648 714.698.1234
Why:
Enhance, Differentiate and Grow Your Practice
CE Credits:
CFP® 15 hours of CE Credit
ChFC® & CLU® 15 hours towards requirements for PACE Recertification Credit
Special Program Fee for the readers of Financial Advisor and Private Wealth magazines:
$7500 Plus Applicable Travel Expenses
Scheduled Presenters:
Includes some the of most respected professionals in Executive Compensation, Retirement Planning,
Insurance, Tax Planning, Investment Banking, Estate Planning, Alternative Investments and more.
CONTACT INFO:
Denise Villanueva, Collaborative Services Platform 818.264.4989
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Register today
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