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2008

2007

2008 Florida Symposium for Financial Planning Professionals
Date: August 21-22 2008 Location: Tampa Bay, FL

Fi360 COO J. Richard Lynch will be presenting The "F" Word - Fiduciary and be on hand to answer questions regarding Fi360 and its services. An impressive crew of nationally-known speakers will address a variety of cutting-edge topics. Specific areas include global economics, aging and elder care, business planning, practice efficiency, investments, portfolio protection, compliance issues and much more. Each day is filled with practical, idea-packed sessions. You will walk away with dozens of great new possibilities for your practice and your clients.

Fidelity Regional Conference
Date: August 26-27 2008 Location: Orange County, CA

With 60 vendors and 200 RIA’s in attendance, Fi360 will be highlighted in speeches by Fidelity Investment Advisors to expose west coast advisors to our services. In addition, will have a table set up in the lobby to speak with attendees regarding our training, tools, and designations.

January
8
Foundation for Fiduciary Studies -- Don Trone speaking at the AICPA Conference in Las Vegas, Nevada
18-20
fi360 -- Exhibiting at the NAPFA Technology Tools for Tomorrow Conference in Miami Beach, Florida
22-26
Center for Fiduciary Studies -- Custom AIF^® Program for Thornburg Investments in Santa Fe, New Mexico
26
Foundation for Fiduciary Studies -- Don Trone speaking at NACUBO in New York City

February
19-20
Center for Fiduciary Studies -- AIF^® Program at the University of Pittsburgh in Pittsburgh, Pennsylvania
21-23
Center for Fiduciary Studies -- AIFA^® Program at the University of Pittsburgh in Pittsburgh, Pennsylvania
26-27
fi360 -- Exhibiting at the ASPPA Conference in San Diego, California

March
5-6
Center for Fiduciary Studies -- AIF^® Program at Stetson University in Orlando, Florida
7-9
Center for Fiduciary Studies -- AIFA^® Program at Stetson University in Orlando, Florida
15-16
Center for Fiduciary Studies -- Custom AIF^® Program for Columbia in Irvine, California

April
18-19
Center for Fiduciary Studies -- AIF^® Program for Native American Tribal Leaders
23-25
Center for Fiduciary Studies -- AIFA^® Program in San Diego, California
26-27
fi360 -- 2007 Conference in San Diego, California

May
2-4
Exhibiting at NAPFA Conference -- Chicago
9-10
Center for Fiduciary Studies -- AIF^® Program at Massey University in Auckland, New Zealand
14-15
Center for Fiduciary Studies -- AIF^® Program at Rice University in Houston, Texas
Exhibiting at IMCA Conference -- Toronto
16-18
Center for Fiduciary Studies -- AIFA^® Program at Rice University in Houston, Texas

June
18-19
Center for Fiduciary Studies -- AIF^® Program at the University of Pittsburgh in Pittsburgh, Pennsylvania
20-22
Center for Fiduciary Studies -- AIFA^® Program at the University of Pittsburgh in Pittsburgh, Pennsylvania

July
13
401k ASP Conference -- Exhibit
31
DOL Hearings

August
6-7
Center for Fiduciary Studies -- AIF^® Program at the American College in Philadelphia
7
Foundation for Fiduciary Studies -- Don Trone speaking at R. W. Baird program in Milwaukee, WI
8
Center for Fiduciary Studies -- AIF^® Capstone program in Palm Beach County, FL
8-10
Center for Fiduciary Studies -- AIFA^® Program at the American College in Philadelphia
27-31
Center for Fiduciary Studies -- AIF^® Program in Auckland, New Zealand
29
Center for Fiduciary Studies -- AIF^® Capstone Program in St. Paul, MN

September
9-11
Center for Fiduciary Studies -- FPA Conference – Seattle Washington
10-11
Center for Fiduciary Studies -- AIF^® Program at Stetson University in Orlando, Florida
12-14
Center for Fiduciary Studies -- AIFA^® Program at Stetson University in Orlando, Florida
18
Center for Fiduciary Studies -- AIF^® Capstone / PPA Training Program in Boston, MA
19
Center for Fiduciary Studies -- AIF^® Capstone Program – Citi Group Institutional/Smith Barney

October
1-3
Fi360 -- Exhibiting at the CFDD Conference in Scottsdale, Arizona
2
Center for Fiduciary Studies -- IMS Conference in Napa Valley, CA
8-10
Cannon Financial Institute -- AIF^® Program in Myrtle Beach, South Carolina
15
Center for Fiduciary Studies -- AIF^® Capstone Program at Wharton West in San Francisco
16-18
Center for Fiduciary Studies -- AIFA^® Program at Wharton West in San Francisco
23
Center for Fiduciary Studies -- AIF^® PNC Capstone Program in Pittsburgh, PA
25
Fiduciary360 –- Smith Barney (Strata Group) presentation #1- St. Paul, MN – Blaine Aikin speaker
29-30
Center for Fiduciary Studies -- AIF^® Custom Program with Mesirow Financial in Chicago, IL

November
5-6
Center for Fiduciary Studies -- PPC Program at Robert Morris University, Pittsburgh, PA – Rich Lynch presenter
6
Election Day
6
Fiduciary360 -- Smith Barney (Strata Group) presentation #2 – St. Paul, MN – Blaine Aikin speaker
8
Fiduciary360 -- RBC Dain Conference in Charlotte, NC – Don Trone, speaker and Steve Rydzak
12-13
Center for Fiduciary Studies -- AIF^® Program at Stetson University in Orlando, Florida
13-14
Center for Fiduciary Studies -- AIF^® Custom Cannon Program for Deutsche Bank in New York City, NY
14-16
Center for Fiduciary Studies -- AIFA^® Program at Stetson University in Orlando, Florida
15-16
Center for Fiduciary Studies -- AIF^® Custom Cannon Program for Fidelity in Boston, MA
20
Fiduciary360 -- ING Presentation – Blaine Aikin speaker
22-23
Thanksgiving Holiday -- Office closed

December
10-11
Center for Fiduciary Studies – AIF^® Custom AIF Program in Houston, TX

2006

January
8-11
Center for Fiduciary Studies -- AIF^® Program being instructed by Cannon Financial Institute in Myrtle Beach, SC

February
8
Foundation for Fiduciary Studies -- Don Trone speaking at Fidelity in Washington D.C.
28-1
Center for Fiduciary Studies -- Participating in ASPA conference in Orlando, Florida

March
1-3
Center for Fiduciary Studies -- AIF^® Program at Stetson University
8
Foundation for Fiduciary Studies -- Don Trone speaking at Fidelity in Atlanta
12-15
Foundation for Fiduciary Studies -- Don Trone speaking at TEXPERS in Dallas

April
23-26
Foundation for Fiduciary Studes -- Don Trone speaking at Fidelity in Scottsdale

May
10-12
fi360 -- 2nd Annual Conference in Savannah, GA
23
Foundation for Fiduciary Studies -- Don Trone speaking at Fidelity in Dallas
25
Foundation for Fiduciary Studies -- Don Trone speaking at Fidelity in San Francisco
31
Foundation for Fiduciary Studies -- Don Trone speaking at Fidelity in Boston

June
8
Foundation for Fiduciary Studies -- Don Trone speaking at Fidelity in New York
12-14
Center for Fiduciary Studies -- AIF^® Program at University of Pittsburgh
26-30
Center for Fiduciary Studies -- AIFA^® Program at University of Pittsburgh

July
23-26
Center for Fiduciary Studies -- AIF^® Program being instructed by Cannon Financial Institute in Chicago

August

14-16
Center for Fiduciary Studies -- AIF^® Program at University of Pittsburgh
16-18
Center for Fiduciary Studies -- AIFA^® Transition Program at University of Pittsburgh

September
11-13
Center for Fiduciary Studies -- AIF^® Program at Stetson University
13
Foundation for Fiduciary Studies -- Don Trone speaking at Fidelity in Los Angeles
13-15
Center for Fiduciary Studies -- AIFA^® Transition Program at Stetson University

October
2-41
Center for Fiduciary Studies -- AIF^® Program at University of Pittsburgh
8-11
Center for Fiduciary Studies -- AIF^® Program being instructed by Cannon Financial Institute in Myrtle Beach, SC
16-18
Center for Fiduciary Studies -- AIF^® Program at University of Pittsburgh
17
Foundation for Fiduciary Studies -- Don Trone speaking at Fidelity in Chicago
18-20
Center for Fiduciary Studies -- AIFA^® Transition Program at University of Pittsburgh

November
7-9
Center for Fiduciary Studies -- AIF^® Program at University of Washington

December
4-6
Center for Fiduciary Studies -- AIF^® Program at Stetson University
6-8
Center for Fiduciary Studies -- AIFA^® Transition Program at Stetson University

2005

January
19
Foundation for Fiduciary Studies -- Rich Lynch speaking at PricewaterhouseCoopers
20
Fiduciary Analytics -- Fiduciary Forum
20
Foundation for Fiduciary Studies -- Don Trone speaking at CMC Advisers
21
Foundation for Fiduciary Studies -- Don Trone Presenting at Estate Planning Conference
23-26
Center for Fiduciary Studies -- AIF^® Program being instructed by Cannon Financial Institute in Myrtle Beach, SC
27
Foundation for Fiduciary Studies -- Don Trone speaking at Chicago Union League

February
1
Center for Fiduciary Studies -- AIF^® Custom Program for Columbia Funds
3-4
Foundation for Fiduciary Studies -- Don Trone and Rich Lynch presenting at Morgan Stanley Senior Consultant Conference
6-9
Foundation for Fiduciary Studies -- Don Trone presenting at Taft Hartley Conference
15
Foundation for Fiduciary Studies -- Don Trone presenting at Western Pension Benefits Conference
17
Fiduciary Analytics -- Fiduciary Forum
22
Center for Fiduciary Studies -- Federal Retirement Thrift Investment Board Training in Washington, D.C.

March
2-3
Foundation for Fiduciary Studies -- Don Trone speaking at the American Banker's Association
3-4
Center for Fiduciary Studies -- First AIF^®/AIFA^® Conference in Santa Fe, NM
9
Foundation for Fiduciary Studies -- Don Trone speaking at SAI
10
Foundation for Fiduciary Studies -- Don Trone speaking at Smith Barney
14-16
Center for Fiduciary Studies -- AIF^® Program at Stetson University
17
Fiduciary Analytics -- Fiduciary Forum
16-18
Fiduciary360 -- Exhibiting at ASPA Conference
24
Foundation for Fiduciary Studies -- Don Trone speaking at FPA Conference

April
5-7
Center for Fiduciary Studies -- AIF^® Program at University of Washington
18-21
Center for Fiduciary Studies -- AIFA^® Program at University of Pittsburgh
21
Fiduciary Analytics -- Fiduciary Forum
25
Foundation for Fiduciary Studies -- Don Trone speaking at DOL Conference
26
Foundation for Fiduciary Studies -- Don Trone speaking at FPA Conference
28
Foundation for Fiduciary Studies -- Don Trone speaking at Bloomberg conference

May
4-5
Center for Fiduciary Studies -- AIF^® Program in New Zealand
18-20
Center for Fiduciary Studies -- AIF^® Custom Program for Thornburg
19
Fiduciary Analytics -- Fiduciary Forum

June
13-15
Center for Fiduciary Studies -- AIF^® Program at University of Pittsburgh
16
Fiduciary Analytics -- Fiduciary Forum

July
28
Foundation for Fiduciary Studies -- Blaine Aikin speaking at Merrill Lynch Conference
17-20
Center for Fiduciary Studies -- AIF^® Program being instructed by Cannon Financial Institute in Chicago, IL
21
Fiduciary Analytics -- Fiduciary Forum
26-27
Center for Fiduciary Studies -- AIF^® Custom Program for Columbia Management, Atlanta
28
Foundation for Fiduciary Studies -- Rich Lynch speaking at Matrix Conference

August
8
Foundation for Fiduciary Studies -- Don Trone speaking at NFP Conference
11-12
Foundation for Fiduciary Studies -- Rich Lynch speaking at NASAA Conference
11-12
Center for Fiduciary Studies -- AIF^® Custom Program for Columbia Management, Chicago
18
Fiduciary Analytics -- Fiduciary Forum
22-24
Center for Fiduciary Studies -- AIF^® Program at Stetson University
30
Center for Fiduciary Studies -- Inaugural Australasian Investment Fiduciary Conference

September
7
Foundation for Fiduciary Studies -- Rich Lynch speaking at UBS Webinar
15
Fiduciary Analytics -- Fiduciary Forum
19-22
Center for Fiduciary Studies -- AIFA^® Program at University of Pittsburgh
22
Foundation for Fiduciary Studies -- Don Trone speaking at Raleigh Triangle FPA Conference
25-28
Foundation for Fiduciary Studies -- Rich Lynch speaking at SRI in the Rockies
27-28
Center for Fiduciary Studies -- AIF^® Custom Program for Columbia Management, Boston
30
Foundation for Fiduciary Studies -- Don Trone speaking at Mid Atlantic Retreat FPA speech

October
1
Foundation for Fiduciary Studies -- Don Trone speaking at FPA Conference
3-4
Foundation for Fiduciary Studies -- Don Trone speaking at Center for Due Diligence workshop
6
Foundation for Fiduciary Studies -- Rich Lynch speaking at UBS Webinar
6
Foundation for Fiduciary Studies -- Rich Lynch speaking at Stanton Group Conference
6-8
Fiduciary360 -- Exhibiting at NAPFA Conference - Boston
9
Foundation for Fiduciary Studies -- Don Trone speaking at Commonwealth Conference
10-12
Center for Fiduciary Studies -- AIF^® Program at University of Pittsburgh
17
Foundation for Fiduciary Studies -- Don Trone speaking at SHDR Conference
19-20
Center for Fiduciary Studies -- AIF^® Program in New Zealand
20
Fiduciary Analytics -- Fiduciary Forum
21
Foundation for Fiduciary Studies -- Rich Lynch speaking at Invest in Retirement Conference
25-26
Center for Fiduciary Studies -- AIF^® Custom Program for NCFF, Chicago
31-Nov.3
Center for Fiduciary Studies -- AIFA^® Program at University of Pittsburgh

November
1-3
Center for Fiduciary Studies -- AIFA ^® Program at the University of Pittsburgh
7-10
Center for Fiduciary Studies -- AIF^® Program at University of Washington
13-16
Center for Fiduciary Studies -- AIF^® Program being instructed by Cannon Financial Institute in Myrtle Beach, SC
16-18
Center for Fiduciary Studies -- AIF^® Custom Program for NCFF, Houston
17
Fiduciary Analytics -- Fiduciary Forum
30
Foundation for Fiduciary Studies -- Don Trone speaking at Investment Adviser Conference

December
5-7
Center for Fiduciary Studies -- AIF^® Program at Stetson University
14
Foundation for Fiduciary Studies -- Don Trone speaking at NPO Conference
15
Fiduciary Analytics -- Fiduciary Forum

2004

January
15
Fiduciary Analytics -- Fiduciary Forum
29
Foundation for Fiduciary Studies -- Don Trone speaking at NACUBO Conference in New York City

February
2
Foundation for Fiduciary Studies -- Don Trone speaking at NAPPA in Washington D.C.
10
Center for Fiduciary Studies -- Custom AIF^® Program for RW Baird
16
Foundation for Fiduciary Studies -- Don Trone presenting via video-conference at the Community Trusts' Conference in Taupo, New Zealand
19
Fiduciary Analytics -- Fiduciary Forum
21
Center for Fiduciary Studies -- Custom AIF^® Program for ASPA Conference
22-24
Center for Fiduciary Studies -- Participating in ASPA conference in Orlando, Florida
26-27
Center for Fiduciary Studies -- Custom AIF^® Program for Hilliard Lyons

March
3
Foundation for Fiduciary Studies -- Don Trone speaking at Iowa State University
4-6
Center for Fiduciary Studies -- Custom AIF^® Program for Thornburg
12
Center for Fiduciary Studies -- Fiduciary training for CWA in Philadelphia, PA
15-17
Center for Fiduciary Studies -- AIF^® Program at Stetson University
18
Fiduciary Analytics -- Fiduciary Forum
23
Foundation for Fiduciary Studies -- Don Trone speaking at Smith Barney
25
Foundation for Fiduciary Studies -- Don Trone speaking at Morgan Stanley
30
Foundation for Fiduciary Studies -- Andy Frommeyer speaking at Principal Financial Group

April
2
Foundation for Fiduciary Studes --Don Trone speaking at the American Bar Association in Seattle
15
Fiduciary Analytics -- Fiduciary Forum
19-22
Center for Fiduciary Studies -- AIFA^® Program at University of Pittsburgh

May
13-15
Foundation for Fiduciary Studies -- Don Trone Speech at FPA Retreat in Colorado
17-19
Center for Fiduciary Studies -- Custom AIF^® Program for Nuveen Investments in Houston, TX
20
Fiduciary Analytics -- Fiduciary Forum
31-June 1
Center for Fiduciary Studies -- AIF^® Program held in Auckland, New Zealand

June
9
Foundation for Fiduciary Studies -- Don Trone speech at Smith Barney in Boston
11
Center for Fiduciary Studies -- Custom AIF^® Program for Elder Law Alliance
14-16
Center for Fiduciary Studies -- AIF^® Program at University of Pittsburgh
17
Fiduciary Analytics -- Fiduciary Forum
18
Foundation for Fiduciary Studies -- Don Trone speaking on radio talk show with Mark Robinson, IFA^®
23-25
Center for Fiduciary Studies -- Custom AIF^® Program for Hilliard Lyons

July
8
Foundation for Fiduciary Studies -- Don Trone speaking on NACUBO Web-conference
15
Fiduciary Analytics -- Fiduciary Forum

August
10-12
Center for Fiduciary Studies -- Custom AIFA^® Program at Nationwide
19
Fiduciary Analytics -- Fiduciary Forum
24-25
Center for Fiduciary Studies -- Custom AIF^® Program for Lincoln Financial in Philadelphia, PA

September
3
Center for Fiduciary Studies -- One day training for CWA Program in Minneapolis, MN
8-9
Center for Fiduciary Studies -- Custom AIF^® Program for Schwab in Cleveland, OH
10-14
Fiduciary360 -- Exhibiting at FPA Conference in Denver, CO
15
Foundation for Fiduciary Studies -- Don Trone speaking at PNC Conference in Scranton, PA
16
Fiduciary Analytics -- Fiduciary Forum
20-23
Center for Fiduciary Studies -- AIFA^® Program at University of Pittsburgh
30-Oct 1
Center for Fiduciary Studies -- Custom AIF^® Program for Columbia Funds in Boston, MA

October
7
Fiduciary360 -- Exhibiting at Fidelity Conference in Atlanta, GA
10-12
Center for Fiduciary Studies -- AIF^® Program being instructed by Cannon Financial Institute in Myrtle Beach, SC
11-13
Center for Fiduciary Studies -- AIF^® Program at University of Pittsburgh
14
Fiduciary360 -- Exhibiting at Fidelity Conference in New York City
21
Fiduciary Analytics -- Fiduciary Forum
25-27
Center for Fiduciary Studies -- Custom AIF^® Program for Columbia Funds in Chicago, IL

November
1-4
Center for Fiduciary Studies -- AIFA^® Program at University of Pittsburgh
3
Fiduciary360 -- Exhibiting at Fidelity Conference in Chicago, IL
15
Center for Fiduciary Studies -- Custom program for the Federal Retirement Thrift Investment Board in Washington, D.C.
18
Fiduciary Analytics -- Fiduciary Forum
18
Fiduciary360 -- Exhibiting at Fidelity Conference in Boston, MA

December
6-8
Center for Fiduciary Studies -- AIF^® Program at Stetson University
16
Fiduciary Analytics -- Fiduciary Forum

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