Agenda

Tuesday, March 4, 2014

1:30 p.m.
Registration Opens

2:00 p.m. - 2:10 p.m.
Welcome Reception and Remarks

2:10 p.m. - 3:00 p.m.
Helping your HNW and Small Business Owners Navigate the Affordable Care Act

3:10 p.m - 4:00 p.m
2014 Tax Update for Financial Advisors

4:10 p.m. - 5:00 p.m.
Making the Most of the CPA-FA Partnership

5:00 p.m. - 5:15 p.m.
Closing Remarks

5:15 p.m. - 6:15 p.m.
Networking Cocktail Reception

Contact Information

SourceMedia Conferences & Events
Customer Service
One State Street, 27th Floor
New York, NY 10004
Phone: 800-803-3424 or 212-803-6093
Fax: 800-250-1811 or 212-803-8515
Email: csconferences@sourcemedia.com

Tana Tymesen
Program Development Manager

Eric Fusco
Marketing Manager