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Title of Presentation
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Insurance
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CFP®
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CPA
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Legal
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529 Plans - 12 Reasons Why Now, More Than Ever, You Should Consider 529
Plans For Your Clients:
Speaker:
Faulkner,
Robert
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1
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1
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1
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1
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A Dollar Dilemma for US Investors: Current perspective on International
Debt Markets:
Speaker:
Dillon,Christopher
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1
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2
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2
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2
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Advisor Technology 2010: What
You Need to Survive in the New Economy:
Speaker:
Bruckenstein,Joel
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0
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0
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0
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0
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Alternative Investments:
Speaker:
Knapp,Curt
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2
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2
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2
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2
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Asset Allocation in the 21st Century:
Speaker:
Isbitts,Robert
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1
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2
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2
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2
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Creative Uses of LLCs:
Speaker:
Jovanovich,Nick
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2
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2
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2
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2
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Estate Planning Issues For Business Owners And Entrepreneurs:
Speaker:
Baskies,Jeffrey
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2
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2
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2
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2
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Florida IRA Update:
Speaker:
Lynch,Kristen
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2
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2
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2
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2
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Identifying Investment Opportunities in the Clean Technology Sector:
Speaker:
Kurzman,David
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1
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2
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2
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2
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Insulating Your Clients from Volatility:
Speaker:
Aguilera,Rudy
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1
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2
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2
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2
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Know Your Client, What if They Aren't Who They Saw Tey Are…Or Think They
Are:
Speaker:
Arazoza,Carlos
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2
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2
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2
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2
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Long Term Care:
Speaker:
Comfort,William
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1
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1
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1
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1
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Outlook for the Economy and Financial Markets:
Speaker:
Kotok,David
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1
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1
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1
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1
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Private Split Dollar-What's New About An Old Opportunity:
Speaker:
Kroeger,Stephen
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1
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1
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1
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1
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Recent Developments and Hot Topics in Estate Planning:
Speaker:
Snyder,Shawn
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2
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2
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2
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2
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Retirement Plan Issues For Investment And Insurance Advisers:
Speaker:
Heller,Todd
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1
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1
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1
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1
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Reverse Mortages: Truth vs.
Reality:
Speaker:
Banner,Michael
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0
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2
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2
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2
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Suitability of Annuity and Life Insurance Transactions for Seniors [CFP
Ethics] (Part I):
Speaker:
Hurst,Steve
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2
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2
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0
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0
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Suitability of Annuity and Life Insurance Transactions for Seniors [CFP
Ethics] (Part II):
Speaker:
Hurst,Steve
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1
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1
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0
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0
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Tax Free Bond Market: The Long Strange Trip Its Been:
Speaker:
Mousseau,John
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2
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2
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2
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2
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The Fate of Your Client's Estate: Forward Looking Wealth Transfer
Strategies & How Life Insurance Can Help:
Speaker:
Hansen,Roderick
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1
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1
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1
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1
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Weighting What You Want: The
Evolution of Indexes and the Fundamentally Weighted
Approach:
Speaker:
Schwartz,Jeremy
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1
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2
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2
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2
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