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HOME > Events Events
2007
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
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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
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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
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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
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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
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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
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July
13
401k ASP Conference -- Exhibit
31
DOL Hearings
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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
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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
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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
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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
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December
10-11
Center for Fiduciary Studies AIF® Custom AIF Program in Houston, TX
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2006
January
8-11
Center for Fiduciary Studies -- AIF® Program being instructed by Cannon Financial Institute in Myrtle Beach, SC
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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
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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
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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
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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
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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 |
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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
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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.
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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
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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
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June
13-15
Center for Fiduciary Studies -- AIF® Program at University of Pittsburgh
16
Fiduciary Analytics -- Fiduciary Forum
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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
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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
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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 |
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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
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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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