2006, May 17-21
NAPFA, The National Association of Personal Financial Advisors #388
Complete Set of Recordings
$349.00
2 Creating the Future Care Plan for Family Members with Special Needs
Mary Anne Ehlert
$16.00
3 Family Business Indecision: Strategies to Assist Family Decision Making
David Lansky
$16.00
4 Non-Qualified Deferred Compensation
Tim Kochis
$16.00
5 Special Area of Estate Planning
Michael Bourland
$16.00
6 The Style Grid: Defined Incorrectly, Used Incorrectly, & Hurting Performance
Craig Callahan
$16.00
7 Financial Professionals & Collaborative Law
Mary Ann Osborne
$16.00
8 Health Savings Accounts
David Fear
$16.00
9 Inner Workings of a Mutual Fund
Michael Miola
$16.00
10 The Service Offering For The Next Generation
Mary & Mick Koffend
$16.00
11 Economic Update
David Kelly
$16.00
12 Media Training for Members
Ben Lewis
$16.00
13 Non-Traditional Families
Jill Hollander
$16.00
14 Sustained Withdrawals During Retirement
Bill Bengen
$16.00
15 Inside the Investing Brain
Jason Zweig
$16.00
16 Emerging Firms
Panel: Mike Dubis, Pat Doland, Eric Mote, Jean Mote
$16.00
17 Experience, Evolution & Growth:
Panel: John Sestina, Mary Malgoire, Lynda Johnson, Diahann Lassus
$16.00
18 International Investing: Is It Too Late?
Heidi Richardson
$16.00
19 Larger Firm Initiative
William Baldwin
$16.00
21 Economic Outlook
Anthony Chan
$16.00
22 Donor Advised Funds
Phil Tobin, Rob O’Dell
$16.00
23 Expanding Your Practice to Serve the Ultra Wealthy Client: Understanding Their Tax Issues & Concerns
Mark Nash
$16.00
24 Industry Update
Charles Roame
$16.00
25 MBTI & Money Matters - A Further Walk on the Soft Side
Doug Heimforth
$16.00
26 Portfolio Management Using Sector Exchange-Traded Funds
Jeff Brainard
$16.00
27 The NAPFA Benchmarking Survey
William Baldwin, Richard Bellmer, Dan Inveen
$16.00
28 Passive vs. Active
Panel: Ron Muhlenkamp, John
$16.00
 
 
 

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