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Speakers
Joel Bruckenstein CFP®, CMFC
Freelance magazine writer, book author, virtual office consultant and financial
advisor
Publisher of Virtual Office News and a co-producer of Technology Tools for Today
Ginny Hudgens
President and Owner of Back Office Advisor
Started Back Office Advisor to share her skills with other advisors who are ready
to take their business to the next level
Kelli A. Capitano, J.D., CSCP® and Erika A. Subieta, J.D.
National Compliance Services, Inc Consultants
"Regulatory Compliance for Investment Advisers" presentation regarding the current
compliance environment.
Win a CFP Scholarship!
All attendees of Synergy2010 will have the chance to win one of two scholarships for many of the different Professional Designations offered by the College for Financial Planning including the CFP. These scholarships are valued at over $900 each and can be used on self-study or mentored courses. I...Read More
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