October 6, 2008
The Idiot's Guide to Essential Client Communication
FPA Boston 2008
Boston, MA
October 29, 2008
Tales of the Tax Return
Ohio Society of CPAs
Columbus, OH
November 3, 2008
Growing Your Business Through Technology
Laserfiche Technology Update Webinar
November 21, 2008
Addressing "How Do I Get Paid?" From the Advisors Perspective with Self-Directed IRAs
PENSCO
Ft. Lauderdale, FL
December 11, 2008
Growing Your Business Through Technology
Laserfiche Technology Update Webinar
