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FPA/NEO Breakfast Program - March 21, 2013

Financial Planning Association/ Northeast Ohio

Thursday, March 21, 2013 from 8:00 AM to 11:00 AM (EDT)

FPA/NEO Breakfast Program - March 21, 2013

Ticket Information

Ticket Type Sales End Price Fee Quantity
FPA/NEO Members Ended $35.00 $0.00
Non-members Ended $60.00 $0.00
FPA/NEO Partner Ended Free $0.00
Full-time Student Ended $10.00 $0.00

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Event Details

"Crack the Code:  Working with Women of Wealth"
Presented by Christine Miller, Strategic Relationahship Consultant, T. D. Ameritrade Institutional
                                                    (No CE available for this program)
Program details:
       -     How to work with Women of Wealth
       -     Seizing the Opportunity
       -     Women of Wealth Research Study:  Key Findings
       -     How You Can Create Trust:  Strategies for Engaging Women of Wealth
       -     Case Study
       -     How TD Ameritrade Instutional Can Help

             Christine Miller is a Strategic Relationship Consultant for TD Ameritrade Institutional.
             Through practice management and consulting engagements, Christine helps TD Ameritrade
             advisors build better businesses, grow their assets, increase referrals, retain clients, and
             navigate the increasingly complex, yet powerful, technology landscape.

2013 Economic and Real Estate Outlook


Presented by Kevin White, CFA, COLE Real Estate Investments
1 CE Applied for
 
The are a number of of risk factors to consider as you explore non-traded REIT offerings.  Some of the risks associated with investing in non-traded REITS include:
 
-          Absence of a public market for these non-traded securities and the lack of liquidity
-          No guarantee that investors will receive a distribution  or return of capital
-          Conflicts of interest facing the REIT, its advisors and its affiliates
-          Dependence on an advisor to select investment and conduct operations for the REIT
-          Payment of significant fees to an advisor, affiliates and broker/dealers
-       Economic factors affecting the real estate market that may negatively impact the REIT's   
    tenants and their ability to pay rent
-      If a REIT fails to qualify as a REIT for federal income tax purposes, the net asset value and
          cash available for distribution to the REIT's stockholders could materially decrease and
          adversely affect the return on an investment.
   
Kevin White, CFA serves as Senior Vice President, Investment Strategy & Research at COLE Real Estate Investments. In  this role, he is responsible for providing strategic analysis in support of the investment process, articulating Cole's views on the U.S. economy and commercial real estate markets, and assisting in leading Cole's research and strategy organziation.

Have questions about FPA/NEO Breakfast Program - March 21, 2013? Contact Financial Planning Association/ Northeast Ohio
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When & Where


Lockkeepers
8001 Rockside Road
Valley View, 44125

Thursday, March 21, 2013 from 8:00 AM to 11:00 AM (EDT)


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