| Date |
Location |
Time |
Sponsor |
Thursday,
January 14 |
Brier Creek Country Club
9410 Club Hill Drive
Raleigh |
11:00 a.m. - 11:30 a.m.
Practice Management Roundtable
Topic: Choosing a Practice & Compensation Style
11:30 a.m. - 1:15 p.m.
Lunch & Program
Topic: Does the Economic Recovery Have Legs? |
|
Thursday,
February 11 |
The Cardinal Club
150 Fayetteville Street Mall, Suite 2800
Raleigh |
7:00 a.m. - 7:30 a.m.
Practice Management Roundtable
Topic: Fee Compensation Methods - Asset Based, Retainer, Hourly?
7:30 a.m. - 9:15 a.m.
Breakfast & Program
Topic: A Legal Perspective For 2010
|
|
Thursday,
March 11 |
Brier Creek Country Club
9410 Club Hill Drive
Raleigh |
11:00 a.m. - 11:30 a.m.
Practice Management Roundtable
Topic: What Services Do You or Should You Be Offering?
11:30 a.m. - 1:15 p.m.
Lunch & Program
Topic: Asset Preservation and Personal Insurance
|
SEI |
| Sunday, March 28 |
UNC-TV
10 T.W. Alexander Drive
Research Triangle Park |
2:30 p.m. - 7:00 p.m.
(please note the time change)
UNC-TV Festival
Volunteer Opportunity
|
|
| Thursday, April 8 |
The Cardinal Club
150 Fayetteville Street Mall, Suite 2800
Raleigh |
7:00 a.m. - 7:30 a.m.
Practice Management Roundtable
Topic: What Products Do You or Should You Be Offering?
7:30 a.m. - 9:15 a.m.
Breakfast & Program
Topic: Probate in the State of North Carolina
|
|
| Thursday, May 13 |
Brier Creek Country Club
9410 Club Hill Drive
Raleigh |
11:00 a.m. - 11:30 a.m.
Practice Management Roundtable
Topic: Choosing Financial Planning & Portfolio Management Software
11:30 a.m. - 2:00 p.m.
Lunch & Ethics Program
|
Ameriprise Financial
Queens Road Funds
Wells Fargo Home Mortgage
Ron Heath |
| Thursday, June 10 |
The Cardinal Club
150 Fayetteville Street Mall, Suite 2800
Raleigh |
7:00 a.m. - 7:30 a.m.
Come early for Annual Membership Meeting and Practice Management Roundtable
Topic: Evaluating Your Marketing Plan
7:30 a.m. - 9:15 a.m.
Breakfast & Program
|
|
| Thursday, July 8 |
Brier Creek Country Club
9410 Club Hill Drive
Raleigh |
11:00 a.m. - 11:30 a.m.
Practice Management Roundtable
Topic: Juggling Responsibilities & Managing Your Time
11:30 a.m. - 1:15 p.m.
Lunch & Program
|
iShares |
| August |
No Meeting |
Thursday, September 9 |
The Cardinal Club
150 Fayetteville Street Mall, Suite 2800
Raleigh |
7:00 a.m. - 7:30 a.m.
Practice Management Roundtable
Topic: Structuring & Staffing/Compensation & Benefits
7:30 a.m. - 9:15 a.m.
Breakfast & Program
|
|
| Wednesday, October 20 |
McKimmon Center, NCSU |
Full Day Symposium
7:15 - 4:45
|
iShares
SEI
Wells Fargo Funds
Charles Schwab Advisor Services
Deutsche Bank
Invesco
TD Ameritrade
|
| Thursday, November 11 |
Brier Creek Country Club
9410 Club Hill Drive
Raleigh |
11:00 a.m. - 11:30 a.m.
Practice Management Roundtable
Topic: Sole Practitioner/Partner/Larger Firm
11:30 a.m. - 1:15 p.m.
Lunch & Program
|
|
| December |
No Meeting |
