Events

October

• Portfolio Management Tour: Managing Taxes in Portfolio Rebalancing
  October 29th - City Club on Bunker Hill
  Los Angeles, CA 90071
  2pm - 5pm
  

November

• Portfolio Management Tour: Managing Taxes in Portfolio Rebalancing
  November 12th - The Metropolitan Club
  Chicago, IL 60606
  2pm - 5pm
  

• Portfolio Management Tour: Managing Taxes in Portfolio Rebalancing
  November 13th - Ritz-Carlton-St Louis
  St Louis, MO 63105
  2pm - 5pm
  

• Portfolio Management Tour: Managing Taxes in Portfolio Rebalancing
  November 14th - The Bankers Club
  Cincinnati, OH 45202
  2pm - 5pm
  

• Portfolio Management Tour: Managing Taxes in Portfolio Rebalancing
  November 19th - Residence Inn New Rochelle
  New York, NY 10801
  2pm - 5pm
  

• Portfolio Management Tour: Managing Taxes in Portfolio Rebalancing
  November 20th - Gainey Ranch Golf Club
  Phoenix, AZ 85258
  2pm - 5pm
  

February 2009

• 2009 Tech Tools For Today (T3) Conference
  February 26-28th, 2009 - Dallas InterContinental Hotel
  Addison, TX
  Attend our "Portfolio Monitoring and Rebalancing Best Practices" pre-conference workshop on February 26th from 1:30 to 5:30PM.