What You Need to Know About Going Independent

REGISTRATION

This FREE one-day workshop is open to financial advisers only

* All fields are required

 I am registering for "The Truth About Going Independent" Workshop Series in Jersey City - NJ on May 12, 2008

 I am registering for "The Truth About Going Independent" Workshop Series in Chicago - IL on May 14, 2008

 I am registering for the "The Truth About Going Independent" Workshop Series in Huntington Beach - CA on May 16, 2008
 I am a financial adviser
*First Name
*Last Name
*Title
*Company
*Address
*City   *State     *Zip  
*E-mail
*Phone
*Badge Name

* Check ONE of the following that best describes your business:

Financial Adviser
With a Full Service Brokerage firm
With a Regional Broker/Dealer
With an independent custodian
* Check the percentage of your clients' Assets Under Management that are Fee Based:
0%
10 - 50%
50 - 75%
Above 75%
$100%
* Check the approximate value of Assets Under Management:
25 - 100 million
100 - 250 million
Above 250 million
How did you learn about the Going Independent Workshop Series?
Advertisement in InvestmentNews
E-mail
Advertisement on InvestmentNews website
Direct mail
Personal phone call
From a colleague
Other
Are you interested in receiving a FREE one-on-one consultation? (if yes, please check off with whom)
Philip Palaveev, Moss Adams Economic Look at Your Firm
Thomas Giachetti, Stark & Stark Compliance Expert

[ Limited Space is Available for One-On-One consultations. We will be in touch with you shortly to schedule your time. Space is on a first-come first-serve basis ]


All registration requests are subject to verification.

InvestmentsNews reserves the right to refuse any registrations not meeting our qualifications.

For further information contact:
Abby Salameh
asalameh@investmentnews.com
212-210-0466

We understand this is a confidential decision. We respect your confidentiality. We will not publish your name or firm name in any materials that are written in InvestmentNews or online.

 

 

 

InvestmentNews.com

SPONSORED BY

InvesmentNews is the host of the What you Need to Know About Going Independent Workshop Series. Sponsors of the event are not held responsible for any information provided.