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WM&M Conference | Welcome to the 4th annual Wealth Management & Marketing ConferenceWelcome to the 4th annual Wealth Management & Marketing Conference
http://www.wmmconference.com/
Welcome to the 4th annual Wealth Management & Marketing Conference
http://www.wmmconference.com/
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WM&M Conference | Welcome to the 4th annual Wealth Management & Marketing Conference | wmmconference.com Reviews
https://wmmconference.com
Welcome to the 4th annual Wealth Management & Marketing Conference
Agenda | WM&M Conference
http://wmmconference.com/agenda
FRIDAY, MAY 29. 11:30am – 12:15pm. Please check in at the registration table just outside of the Pelican Ballroom to receive your name badge and other important conference materials. 12:15pm – 12:30pm. Arthur Cooper and David McManus will kick off the conference with introductions, announcements, and a welcome message. 12:30pm A 100% Pure Options Based Strategy to Manage Volatility. 12:30pm – 01:00pm. A 100% Pure Options Based Strategy to Manage Volatility. Robert Bomberg, Catalyst Mutual Funds. JJ Wenri...
Location | WM&M Conference
http://wmmconference.com/location
1555 South Coast Highway. Laguna Beach, CA 92651. Explore the Surf and Sand Resort. Need an alternative place to stay? Casa Laguna Inn (0.64 mi). HOTEL LAGUNA (0.93 mi). MONTAGE (1.35 mi). Best WESTERN PLUS (0.07 mi). LA CASA DEL CAMINO (0.22 mi). HOLIDAY INN (0.64 mi). Cooper McManus is a Registered Investment Advisory Firm. Securities offered through Securities America, Inc. A Registered Broker/Dealer. Member FINRA. Cooper McManus, Securities America, and any entity listed above are not affiliated.
Sponsors | WM&M Conference
http://wmmconference.com/sponsors
Our event serves as a forum to bring advisors together to discuss the latest strategies and opportunities in client service and practice management with a focus on helping advisors attract opportunities and close more business. At (800) 516-5333 for sponsorship opportunities at our 2015 event. Thank You to All of Our Sponsors. Cooper McManus and Securities America are not affiliated with any of the entities listed above. Type and Press “enter” to Search.
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WM&M Conference | Welcome to the 4th annual Wealth Management & Marketing Conference
Friday and Saturday, May 29 – 30, 2015. Surf and Sand Introduction for SAI. We invite you to engage in this productive two-day event featuring the latest thinking in:. Experience private oceanfront balconies, exquisite coastal dining, an award-winning spa and more. The size and format of the event encourages relationship-building and collaboration among advisors. Our focus is to provide practical content for advisors aiming to attract opportunities and close more business. What People Said Last Year.
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H.D. Vest Investment Services
William M. MacDonald CPA CFP. HD Vest Investment Services(SM). 75 Congress St Suite 204. 603-431-4746 Mobile - 207-752-4549. Portsmouth, NH office. 8 Wealth Management issues. Markets at a Glance. HD Vest Investment Services(SM). HD Vest Investment Services(SM). I look forward to helping you with your investment and financial planning needs. Please explore my website to learn more about me, my practice and the community I serve. I am happy to make "House Calls" to my senior and disabled clients. How refo...
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