Monday, December 10^th 2007, 6 - 9 PM
“Wealth Optimized:  Tips & Strategies for Evaluating, Partnering With & Recommending Financial Advisors”
The Association of the Bar of the City of New York
42 West 44th Street
Reservation Required
For more info: Click Here

Thursday, October 11^th 2007, 6 - 8 PM
“Wealth Optimized:  Tax-Aware Investing & Estate Planning”
The Association of the Bar of the City of New York
42 West 44th Street
Reservation Required
For more info: Click Here

Monday, April 23^rd 2007, 6:30 - 8 PM
“Financial Fitness: What's Wrong With My Mutual Fund?”
West Side YMCA

Wednesday, April 18^th 2007, 7 – 9 pm
“Taking Care of Your Investments: How to Choose an Investment Advisor”
Makor
Steinhardt Buiding
35 West 67th Street
Reservations required
For more info: Click Here

Tuesday, March 27^th 2007, 7 pm
“Mutual Fund Pros & Cons”
92nd Street Y
Lexington Avenue at 92nd Street
Reservations required

Thursday, March 15^th 2007
“What’s Wrong With My Mutual Fund?”
McBurney YMCA

Tuesday, February 6^th 2007
“How to Choose an Investment Advisor”
Vanderbilt YMCA

Wednesday, January 31^th 2007
“Investing for Professionals”
Michigan State Alumni

Monday, January 22^nd 2007
“Financial Fitness: How to Choose an Investment Advisor”
West Side YMCA

Thursday, January 18^th 2007
“Investing For Professionals”
McBurney YMCA

Tuesday, December 19^th 2006
“How to Profit in 2007”
New York Better Investing

Thursday, October 26^th 2006
“How to Choose an Investment Advisor”
McBurney YMCA

Wednesday, October 25^th 2006
“How to Choose an Investment Advisor”
Chinatown YMCA

Wednesday, October 11th 2006
“Managing Your Investments”
Vanderbilt YMCA

Thursday, September 14^th 2006
“Maximize the Value of Your Financial Advisor”
Tufts University Alumni Association