Upcoming Events

STAR™  Strategies Year End Review Call

Date: Friday, January 13, 2012
Time: 11:00 am,  PST
Space is limited.  Pre-Meeting registration is required!

 
To assist in your preparation for upcoming client reviews, we are hosting a state of the strategies address that will highlight important talking points to emphasize during client meetings.

  • 2011 STAR Performance recap/2012 Outlook
  • Adding Protective Puts to VEGA 
  • Alpha Update in Pershing and TD Qualified Accounts            
  • STAR™ II Model Enhancements
    • Incorportating Objective Based Strategies
    • New Conservative Income Model
    • VEGA Core plus - Bridging the Gap

Index Universe 5th Annual Inside ETF’s Conference

Date:  January 22 – 24th, 2012
Location:  Westin Diplomat Resort & Spa – Hollywood, Florida
Registration: 
Click Here

TD Ameritrade Institutional 2012 National Conference

Date:  February 1- 4th, 2012
Location:  Marriott World Center – Orlando, Florida
Registration:   
Click Here 
 

Partnervest’s Annual Advisory Conference

Date:   Sunday, October 28th – 30th, 2012
Location:  Santa Barbara, California
Contact Us for more information