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Roundtable Discussion Calendar
for 2008 - 2009
| TIME: | 7:30 a.m. to 8:30 a.m. (See below for dates) Coffee and pastries provided. |
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| LOCATION: | Comerica Bank 2401 PGA Blvd., Suite 198 Palm Beach Gardens, FL (561) 691-5920 |
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| RSVP: | Adrienne Huston Griffin Phone:( 561) 842-9219 | |
| E-Mail: ahg@associationhq.net |
| Date | Topic | Moderator |
Locations |
|
10-02-08 |
Charitable Workshop |
Sharon C. Lindsey, J.D. | Comerica |
| 11-06-08 | Year End Tax Planning Workshop | Michael L. Kohner, CPA,CFP | Comerica |
| 2-05-09 | Heckerling Review | Abraham M. Mora, Esq. | Comerica |
| 03-05-09 |
Insurance Hot Topics Workshop |
R. Marshall Jones, CLU, ChFC | Comerica |
The Roundtable meetings are designed to be brief educational meetings, for a relatively small group of people, with the emphasis on participation in problem-solving.
We welcome you to bring your questions and your insight to share with fellow members in this informal workshop atmosphere.
Seating is limited.
We welcome you to bring your questions and your insight to share with fellow members in this informal workshop atmosphere.
Seating is limited
Please RSVP to Adrienne Huston Griffin at 561-842-9219 or ahg@associationhq.net