CFN Events and Meetings

October 16, 2013

Oppenheimer Funds Webinar

Check back for details!!!

Date: October 16, 2013
Time: 10:00am – 10:30am

September 18, 2013


Offering: 4 Hours of CE Credit!!!

What we’ll talk about:

1. Business Succession Planning Using Life Insurance

2. The Three R’s of Executive Compensation for Key Non-owner Employees


Check Back for more details-Date May Change…

Date: September 18, 2013
Time: 10:00am – 2:00pm

September 11, 2013

Atlas America Webinar

Check Back for details!

Date: September 11, 2013
Time: 10:00am – 11:00am

September 2, 2013

Prudential & FS2 Capital Partners

Prudential:  Jason Brown Topics: • The Missed Opportunity:  Guaranteed Income As An Asset Class • The “New Normal” for retirees. • Prudential’s “fit” when solving for retirement income, including our newest product, PDI. • Uncovering New Client Opportunities leveraging a phenomenal database.

FS2 Capital Partners:  Marshall Birkins Topics: • Understanding private debt investing through GSO/Blackstone • Finding income in a low interest rate environment • What’s a BDC? • How to hedge the portfolio against a rise in interest rates


Date TBD for Fall of 2013

Date: September 2, 2013
Time: 8:00am – 5:00pm