Calendar

February 2020

20

Step 4 of the Fiduciary Process: Monitoring the Client Engagement

Date: February 20, 2020

Time: 2:00 pm - 3:00 pm EST

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25

The Advisor Perspective on HSAs

Date: February 25, 2020

Time: 2:00 pm - 3:00 pm EST

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25

AIF® Designation Training - Chicago, IL

Date: February 25, 2020

Time: All day

Location: Hyatt Regency O’Hare Chicago, 9300 Bryn Mawr Avenue, Rosemont, IL 60018

Cost: $1950

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25

AIF® Designation Training - Philadelphia, PA

Date: February 25, 2020

Time: All day

Location: Pyramid Club, 1735 Market Street, Philadelphia, PA 19103

Cost: $1950

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25

AIF® Designation Training - San Jose, CA

Date: February 25, 2020

Time: All day

Location: Hotel De Anza, 233 W Santa Clara St, San Jose, CA 95113

Cost: $1950

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