CONGRESSES

• BSII Education Wealth Management Designations
  Chartered Wealth Manager
  Chartered Trust and Estate Planner
  Hyatt Regency, Atlanta  March 8 - 10, 2011

Chartered Portfolio Manager
Certified Private Equity Specialist
2007-2008 Charleston – London – Barbados – Southern California

• BSII Executive Education
  Key Largo, FL April 24-27, 2007
  
  
• BSII Executive Education
  Scottsdale, AZ November 6-11, 2006 
  
  Chartered Wealth Manager Designation Course November 7-9, 2006
  Chartered Wealth Manager Designation Course November 8-12, 2006
  Chartered Portfolio Manager Designation Course* November 6, 2006
  Chartered Asset Manager Designation Course* November 10, 2006
  Certified Private Equity Specialist Designation Course* November 11, 2006
  
  * Held in conjunction with the CWM program. 
  
  BSII Executive Education
  Annapolis, MD - Chartered Wealth Manager Designation Course
  October 10-12, 2006 
  
  BSII Executive Education
  Annapolis, MD - Chartered Trust and Estate Planner Designation Course October 11-13, 2006 
  
  BSII Executive Education
  Raleigh, NC - Chartered Wealth Manager Designation Course June 6-8 
  
  BSII Executive Education
  Wilmington, NC - Chartered Trust and Estate Planner Course May 3 - 5, 2006 
  
  BSII Executive Education
  Greensboro, NC - Chartered Wealth Manager Designation Course
  January 24-26, 2006
  
  
• BSII Executive Education
  Chartered Wealth Manager Course April 30, May 1-2, 2006
  Chartered Trust and Estate Planner Course May 3-5, 2006
  
  
• BSII Executive Education CWM COURSE NYC
  November 4, 5 & 6, 2005
  
  
• Transfer Pricing Registration and Information
  CONFERENCE: May 24th and 25th, 2005
  Workshops: May 26th, 2005
  Flatotel, New York, NY
  
  3rd Annual Congress (June 4-6 2003/Cayman Islands)
  
  

Geneva Summit (9th & 10th December 2004, Geneva)

* 4th Annual Conference (March 25-26 2004/Miami, FL.)

* 2nd Annual Conference (Dec 4-6 2002/Miami, FL.)

* 1st Annual Congress (May 2-4 2002/Nassau, The Bahamas)