Win a CFP Scholarship!
1/11/2010
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. In addition, the College will offer a 15% discount to all attendees, so make sure you don't miss your opportunity!
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Win a CFP Scholarship!
Published: 1/11/2010
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. In addition, the College will offer a 15% discount to all attendees, so make sure you don't miss your opportunity!
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JVB Financial is a Platinum Sponsor
Published: 11/5/2009
We are pleased to have JVB Financial Group be a Platinum Sponsor of Synergy2010! JVB can offer RIAs a variety of assets including Certificates of Deposit, Collateralized Mortgage Obligations, Asset Backed Securities, Commercial Mortgage Backed Securities, Corporate Bonds, Foreign/Sovereign Debt, Government Agency Debt, Municipal Bonds, Mortgage Pass-Throughs, and Structured Products. Make sure to meet Adam Kerstetter and to learn more about the services the JVB Advisor Solutions Team can provide. For more information about JVB’s products and services, please visit their web site at www.jvbfinancial.com.
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Leader Capital Corporation is a Platinum Sponsor!
Published: 10/21/2009
We are pleased to have Leader Capital Corporation be a Platinum Sponsor of Synergy2010! Leader Capital manages the Leader Short-Term Bond Fund (LCCMX/LCCIX), one of the top ranked Short-Term Bond Funds available. For more information about Leader Capital, please visit their web site at www.leadercapital.com.
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Synergy 2010 Registration is Now Open!
Published: 8/28/2009
We are now accepting conference and hotel reservations for Synergy 2010! Please visit the Registration Page to sign up for the conference. Please remember to reserve your hotel room at the Walt Disney World Swan electronically or via telephone.
We look forward to seeing you in Orlando!
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RIA2010 Synergy: Take your firm to the next level
Published: 8/28/2009
Join us in Orlando, Florida February 24-26, 2010, for Synergy 2010. Synergy is TradePMR's annual national conference for independent investment advisors. Join us to hear from industry-leading speakers, learn about the newest additions to our advisor workstation, and network with other advisors from across the country. This exciting event will take place in Orlando, Florida at the Walt Disney Swan Resort.
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