- 2012 Elite Advisors MeetingDate: February 12, 2013Location: NYC,
- Top Gun Sales Strategies Program- Oct.15-19Date: October 15, 2012Location: San Diego, CA
- San Diego Experience- Sept.28-Oct.1Date: September 28, 2012Location: San Diego, CA
- San Diego Experience- Aug.24-27Date: August 24, 2012Location: San Diego, CA
- Top Gun Sales Strategies Program- Aug.20-24Date: August 20, 2012Location: San Diego, CA
- Summer Educational Conference- July 29-31Date: July 29, 2012Location: San Diego, CA
- Top Gun Sales Strategies Program- July 9-13Date: July 09, 2012Location: San Diego, CA
- San Diego Experience- June 8-11Date: June 08, 2012Location: San Diego, CA
- 2011 Elite Advisors Meeting- May 17-20Date: May 17, 2012Location: Hawaii,
- Top Gun Sales Strategies Program- May 7-11Date: May 07, 2012Location: San Diego, CA
- 2012 Retirement Summit- April 30- May 1Date: April 30, 2012Location: Chicago, IL
- San Diego Experience- April 20-23Date: April 20, 2012Location: San Diego, CA
- CPA Special Edition School- March 27-28Date: March 27, 2012Location: San Diego, CA
- San Diego Experience- March 23-26Date: March 23, 2012Location: San Diego, CA
- California Tour- March 19-21Date: March 19, 2012Location: , CA
- Midwestern Tour- March 12-16Date: March 12, 2012Location: , MI/OH
- Top Gun Sales Strategies Program- March 5-9Date: March 05, 2012Location: San Diego, CA
- San Diego Experience- Feb.24-27Date: February 24, 2012Location: San Diego, CA
- CPA Client WorkshopDate: February 04, 2012Location: Los Alamitos, CA
- CPA Coaching Call: Taking unpaid work of plate during tax seasonDate: January 24, 2012Location: Conference Call,
- Top Gun Sales Strategies Program- Jan. 23-27Date: January 23, 2012Location: San Diego, CA
- CPA Client WorkshopDate: January 21, 2012Location: Las Vegas, CA
- CPA Advantage Edge ProgramDate: January 20, 2012Location: Los Angeles, CA
- CPA Advantage Edge ProgramDate: January 19, 2012Location: Orange County, CA
- CPA Advantage Edge ProgramDate: January 18, 2012Location: San Diego, CA
- CPA Coaching Call: Cakes and Appreciation LuncheonsDate: January 17, 2012Location: Conference Call,
- CPA WorkshopDate: January 14, 2012Location: Orange County, CA
- Webinar: Make $30,000 Next MonthDate: January 13, 2012Location: Webinar,
- San Diego Experience- Jan. 13-16Date: January 13, 2012Location: San Diego, CA
- IRA Summit for CPAs- Jan.12-13Date: January 12, 2012Location: Michigan,
- Best Practices TourDate: January 11, 2012Location: Las Vegas, NV
- Best Practices TourDate: January 09, 2012Location: Valencia, CA
- Making 2012 Your Best Year Ever- 8am PSTDate: January 06, 2012Location: Webinar,
- CPA Coaching Call: Controlling the CPA Relationship during JanuaryDate: January 05, 2012Location: Conference Call,
- Building an Exceptional Practice- 8am PSTDate: December 30, 2011Location: Webinar,
- CPA Coaching Call- 7:30am PSTDate: December 29, 2011Location: Webinar,
- CPA Program Coaching CallDate: December 19, 2011Location: Webinar,
- Best Practices for CPAsDate: December 13, 2011Location: Santa Clarita, CA
- 3rd Annual Advisors Summit Dec. 8-9Date: December 08, 2011Location: Las Vegas, NV
- CPA Client WorkshopDate: December 03, 2011Location: Scottsdale, AZ
- IRA Summit for CPAs Dec.1-2Date: December 01, 2011Location: Irvine, CA
- IRA Summit for CPAs Nov. 29-30Date: November 29, 2011Location: San Diego, CA
- Top Gun Sales Strategies Program, Nov 14-18Date: November 14, 2011Location: San Diego, CA
- CPA Best Practices TourDate: November 08, 2011Location: Grosse Pointe, MI
- CPA Best Practices TourDate: October 27, 2011Location: Las Vegas, NV
- CPA Best Practices TourDate: October 25, 2011Location: Charleston, SC
- IMAC Summit, Oct 19-21Date: October 19, 2011Location: Boca Raton, FL
- CPA Best Practices Tour Date: October 18, 2011Location: Scottsdale, AZ
- CPA Best Practices TourDate: October 12, 2011Location: North County, CA
- CPA Best Practices TourDate: October 11, 2011Location: Mission Valley, CA
- The Changing World of IRAsDate: October 11, 2011Location: Orange, CA
- CPA Best Practices TourDate: October 04, 2011Location: Boston, MA
- CPA Best Practices TourDate: September 21, 2011Location: Troy, MI
- CPA Best Practices TourDate: September 20, 2011Location: Milford, MI
- National IRA Conference, Sept. 12-15Date: September 12, 2011Location: Nashville, TN
- IRA Summit for CPAs September 8-9thDate: September 08, 2011Location: Seattle, WA
- The Changing World of IRAsDate: August 23, 2011Location: Denver, CO
- CPA Best Practices TourDate: August 18, 2011Location: Alburquerque, NM
- The Changing World of IRAsDate: August 11, 2011Location: Chicago, IL
- The Changing World of IRAsDate: August 10, 2011Location: Oak Lawn, IL
- CPA Best Practices TourDate: August 09, 2011Location: Irvine, CA
- San Diego Casting Call Open House 1pm-4pmDate: August 05, 2011Location: San Diego, CA
- CPA Advantage Edge SchoolDate: July 23, 2011Location: Woodland Hills, CA
- IRA Summit, July 21-22Date: July 21, 2011Location: Woodland Hills, CA
- Summer Ed Conference, July 17-20Date: July 17, 2011Location: Santa Barbara, CA
- CPA Best Practices TourDate: July 12, 2011Location: Troy, MI
- Maximizing Your Social SecurityDate: June 30, 2011Location: Farmington Hills, MI
- Michigan Association of CPAs Annual Convention, June 29-30Date: June 29, 2011Location: Novi, MI,
- Top Gun Sales Strategies, June 27-28Date: June 27, 2011Location: Novi, MI
- Maximizing Your Social SecurityDate: June 27, 2011Location: Milford, MI
- IRA Summit, June 23-24Date: June 23, 2011Location: Chicago, IL
- CPA Best Practices TourDate: June 22, 2011Location: Colorado Springs, CO
- Maximizing Your Social SecurityDate: June 21, 2011Location: Colorado Springs, CO
- Maximizing Your Social SecurityDate: June 20, 2011Location: Calabasas, CA
- CPA Advantage Edge SchoolDate: June 18, 2011Location: San Diego, CA
- IRA Summit, June 16-17Date: June 16, 2011Location: San Diego, CA
- Maximize Your Social SecurityDate: June 15, 2011Location: San Diego, CA
- Advisor Road ShowDate: June 15, 2011Location: San Diego, CA
- Top Gun Sales Strategies, June 13-14Date: June 13, 2011Location: San Diego, CA
- Advisor Road ShowDate: May 26, 2011Location: Colorado Springs, CO
- Advisor Road ShowDate: May 19, 2011Location: Las Vegas, NV
- CPA Best Practices TourDate: May 18, 2011Location: Baltimore, MD
- CPA Best Practices TourDate: May 17, 2011Location: Charleston, SC
- Advisor Road ShowDate: May 13, 2011Location: Seattle, WA
- CPA Best Practices TourDate: May 12, 2011Location: Seattle, WA
- Aviva Life Training, May 11-13Date: May 11, 2011Location: Des Moines, IA
- CPA Best Practices TourDate: May 11, 2011Location: San Rafael, CA
- Maximize Your Social SecurityDate: May 10, 2011Location: Woodland Hills, CA
- Tax-Free Retirement Training Date: May 09, 2011Location: Woodland Hills, CA
- Maximize Your Social SecurityDate: May 09, 2011Location: Laguna Hills, CA
- Tax-Free Retirement TrainingDate: May 06, 2011Location: Novi, MI
- Advisor Road ShowDate: May 05, 2011Location: Farmington Hills, MI
- CPA Best Practices TourDate: May 05, 2011Location: Farmington Hills, MI
- CPA Best Practices TourDate: May 04, 2011Location: Chicago, IL
- Advisor Road ShowDate: May 04, 2011Location: Chicago, IL
- Advisor Road ShowDate: April 27, 2011Location: San Diego, CA
- Advisor Road ShowDate: April 21, 2011Location: Anaheim, CA
- Aviva Product Training, April 13-14Date: April 13, 2011Location: Kansas City, MO
- CPA Special Edition School: March 27-28Date: March 27, 2011Location: San Diego, CA
- CPA Advantage Edge SchoolDate: March 26, 2011Location: Woodland Hills, CA
- IRA Summit March 24-25, 2011Date: March 24, 2011Location: Woodland Hills, CA
- Sigma Financial Training Date: March 23, 2011Location: Novi, MI
- Calhoun Country Estate Planning CouncilDate: March 22, 2011Location: Battle Creek, MI
- Top Gun Sales Strategies March 10-12, 2011Date: March 10, 2011Location: Woodland Hills, CA
- CPA Advantage Edge™ SchoolDate: March 04, 2011Location: Woodland Hills, CA
- IRA Summit February 24-26, 2011Date: February 24, 2011Location: Woodland Hills, CA
- Top Gun Sales Strategies February 10-12, 2011 Date: February 10, 2011Location: Woodland Hills, CA
- Best Practices Tour February 3, 2011Date: February 03, 2011Location: Las Vegas, NV
- Best Practices Tour February 2, 2011Date: February 02, 2011Location: San Bernardino, CA
- Best Practices Tour February 1, 2011Date: February 01, 2011Location: Long Beach, CA
- CPA Advantage Edge™ School January 28, 2011Date: January 28, 2011Location: Dallas, TX
- Best Practices Tour January 27, 2011Date: January 27, 2011Location: Dallas, TX
- Best Practices Tour January 26, 2011Date: January 26, 2011Location: Austin, TX
- Best Practices Tour January 25, 2011Date: January 25, 2011Location: Houston, TX
- CPA Client WorkshopDate: January 21, 2011Location: Las Vegas, NV
- Best Practices Tour January 14, 2011Date: January 14, 2011Location: Santa Barbara, CA
- Best Practices Tour January 13, 2011Date: January 13, 2011Location: San Diego, CA
- Best Practices January 12, 2011Date: January 12, 2011Location: Tour San Diego, CA
- Best Practices January 11, 2011Date: January 11, 2011Location: Tour Orange, CA
- CPA Advantage Edge™ January 7, 2011 SchoolDate: January 07, 2011Location: Chicago, IL
- Best Practices Tour January 6, 2011Date: January 06, 2011Location: Chicago, IL
- Advisors Summit December 9-10, 2010 2011Date: December 09, 2010Location: Las Vegas, NV
- AIC University December 8, 2010Date: December 08, 2010Location: Las Vegas, NV
- IRA Summit November 17-19, 2010Date: November 17, 2010Location: Woodland Hills, CA
- Householder Group Annual Meeting November 5, 2010Date: November 05, 2010Location: Scottsdale, AZ
- Best Practices Tour November 3, 2010Date: November 03, 2010Location: Scottsdale, AZ
- CPA Advantage Edge™ School October 22, 2010Date: October 22, 2010Location: Woodland Hills, CA
- Best Practices Tour October 19, 2010Date: October 19, 2010Location: Tacoma, WA
- Best Practices Tour October 14, 2010Date: October 14, 2010Location: Columbus, OH
- Best Practices Tour October 13, 2010Date: October 13, 2010Location: Manassas, VA
- CPA Best Practices TourDate: September 08, 2011Location: Irvine, CA