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DATETOPICTIMEAUDIENCELOCATION
9/16/2008 Zero-Tax Retirement Seminar 5:00 PM hors d' oeuvres, 5:30 PM seminar; 6:30 PM dessert, 7:00 PM seminar) Prospective Family Office Clients Irvine, CA
9/18/2008 Wine and Cheese Reception 7:00 PM Attendees of Best Practices Workshop on 8/29/08 Irvine, CA
9/19/2008 Best Practices Workshop, Day 1 8:00 AM - 4:00 PM Advisers Irvine, CA
10/23/2008 Wine and Cheese Reception 7:00 PM Attendees of Best Tools Workshop on 10/24/08 Irvine, CA
10/24/2008 Best Tools Workshop, Day 1 8:00 AM - 4:00 PM Advisers Irvine, CA
10/28/2008 Retirement Plan Strategies Seminar 5:00 PM hors d' oeuvres, 5:30 PM seminar; 6:30 PM dessert, 7:00 PM seminar) Prospective Family Office Clients Irvine, CA
10/16-18/2008 Best Zero Tax Planning Tools TBA San Diego Tax and Estate Planning Forum San Diego, CA
1/13/2009 Family Wealth Blueprint® Client Seminar 5:00 PM hors d' oeuvres, 5:30 PM seminar; 6:30 PM dessert, 7:00 PM seminar) Prospective Family Office Clients Irvine, CA
1/29/2009 Wine and Cheese Reception 7:00 PM Attendees of Best Practices Workshop on 1/30/09 Irvine, CA
1/30/2009 Best Practices Workshop, Day 2 8:00 AM - 4:00 PM Advisers Irvine, CA
3/26/2009 Wine and Cheese Reception 7:00 PM Attendees of Best Tools Workshop on 3/27/09 Irvine, CA
3/27/2009 Best Tools Workshop, Day 2 8:00 AM - 4:00 PM Advisers Irvine, CA
4/23/2009 Wine and Cheese Reception 7:00 PM Attendees of Best Portfolios Workshop on 4/24/08 Irvine, CA
4/24/2009 Best Portfolios Workshop 8:00 AM - 4:00 PM Advisers Irvine, CA
  Calendar
   
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.