Wednesday, February 22, 2012
Corgenius Engagements

Engagement

Client

Date

Portland Estate Planning Council Portland Estate Planning Council
02/03/2012

Financial Planning Association of Greater Indiana Financial Planning Association of Greater Indiana
11/18/2011

Regional meeting Northern Virginia Estate Planning Council
11/03/2011

Keynote and two breakout sessions Financial Network
10/27/2011

Chapter Meeting Financial Planning Association of Minnesota
10/25/2011

Cadaret Grant & Company Cadaret Grant & Company
10/20/2011

Women's Advisor Forum Source Media
10/12/2011

Due Diligence Conference for Edward Jones Sponsored by Protective Life
09/28/2011

FSC Conference Sponsored by Protective Life
09/22/2011

Regional seminar Protective Life
08/22/2011

Legend's East Coast Conference Sponsored by Ivy Funds (Waddell & Reed)
08/09/2011

LPL Conference Sponsored by Protective Life
08/08/2011

Due Dilly Conference for Ameriprise Sponsored by Ivy Funds (Waddell & Reed)
07/28/2011

Conference for Raymond James Advisors Sponsored by Ivy Funds (Waddell & Reed)
07/14/2011

In-office training and client seminar Eley-Graham Financial Advisory Services
06/30/2011

Ameriprise Conference Sponsored by Ivy Funds (Waddell & Reed)
06/23/2011

Ameriprise Conference Sponsored by Ivy Funds (Waddell & Reed)
06/21/2011

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