2020
Realwealth Marketing – Key Note – WestBen, ID
Gordon Marketing – Key Note – Indianapolis, ID
Broker Training – Jackson, MS
Broker Training – Baton Rouge, LA
Broker Training – Metainie, LA
LPL – Zoom Client Event – Dallas, TX
2019
February 7, 2019
Morgan Stanley – Client Event – Ft Worth, TX
February 21, 2019
Merrill Lynch – Client Event – McKinney, Tx.
February 26, 2019
Merrill Lynch – FA Training – Dallas, Tx.
February 27, 2019
Rotary Club – Houston, Tx.
April 1-3, 2019
National Brokerage Association
CE Training – San Antonio, TX
May 1-3, 2019
OneAmerica – 3CE Training Sessions
May 15, 2019
Client Event – Heritage Ranch Retirement Community
May 16, 2019
Prudential – CE Training
May 16, 2019
Prudential – Client Event
July 18-19, 2019
UBS Atlanta – Lincoln MoneyGuard
CE Sessions and Client Event
August 19, 2019
OneAmerica – CE Training – Minneapolis, MN
August 21, 2019
OneAmerica – CE Training – Indianapolis, IN
September 10, 2019
Fidelity – CE Training – New Orleans, LA
September 11, 2019
Fidelity – CE Training – Baton Rouge, LA
October 2, 2019
Victory Capital – CE Training – Baltimore, MD
October 2, 2019
Victory Capital – Client Event – Baltimore, MD
2018
February 23, 2018
FPA – Lubbock, TX
February 28-March 1, 2018
Lincoln Financial- Client Event – Naples, FL
March 23, 2018
Nathan Anderson – Client Event-Arizona
May 2, 2018
Financial Freedom – Noon Client Event – Salem, Or. Evening client event
May 16-18, 2018
American Beacon – Merrill Lynch Retirement Symposium – Orlando Broker Training – Morning May 17
Broker Training – Morning May 18
May 23-25, 2018
Lincoln Financial Broker training – Breakfast – Hilton Head, NC
Broker Training – Lunch – Hilton Head NC
Client Event – Dinner -Savannah, Ga
June 13, 2018
Rotary Club – Dallas, TX
June 18-20, 2018
Lincoln Financial – Broker Training – Lunch – Indianapolis, In.
Client Event – Dinner – Indianapolis, In.
July 17-18, 2018
American Beacon – Broker Training – Lunch – Columbia, SC
Client Event – Dinner – Columbia, SC
August 25, 2018
Springhill Senior Living, LLC – Broker Training – New York, NY.
September 19, 2018
Lincoln Financial – Broker training – Greenville, SC.
October 9-10, 2018
Victory Capital – Broker training – Denver Co. October 16-17, 2018
Victory Capital – Broker Training – Denver Co.
October 23, 2018
Lincoln Financial – Evening Client Event – McKinney, Tx.
November 13, 2018
FPA Houston – Broker Training
2017
January 17, 2017
Munn & Morris – Client Event – Dallas, TX
January 19, 2017
Estes Financial – Client Event – Ft. Worth, TX
January 23-25, 2017
Merrill Lynch – Broker Training – Little Rock, AR LPL
Client Event – Little Rock, AR
February 8-10, 2017
Merrill Lynch – Broker Training – Baton Rouge, LA
LPL -Client Event – Baton Rouge, LA
February 16, 2017
UBS – Client Lunch – Minneapolis, MN
UBS – Client Dinner – Minneapolis, MN
February 28, 2017
Stifel Nicolaus – Client Luncheon – Charlotte, NC
Merrill Lynch – After Market Meeting- Augusta, GA
March 1, 2017
Stifel Nicolaus Golf Outing – Augusta Country Club – Augusta, GA
Merrill Lynch – Client Event – Pinnacle Club – Augusta, GA
March 13-16, 2017
Morgan Stanley – Broker Training – Orlando, FL
Merrill Lynch – Broker Training – Orlando, FL
Merrill Lynch – Client Event – Orlando, FL
March 29-31, 2017
UBS – Broker Training – NYC/NJ
April 6, 2017
Merrill Lynch – Client Dinner – San Antonio, TX
April 18-21, 2017
Merrill Lynch – Retirement Symposium – Regional National Meeting – Orlando, FL
April 25-26, 2017
UBS – Northeast A.B.I. Forum – 2 Broker Training Events – New York, NY
April 27, 2017
LPL – Client Event – Hartford, CT
April 28, 2017
Morgan Stanley – 2 Broker Training Events – Boston, MA
May 3-5, 2017
LPL – Client Event – Philadelphia, PA Merrill Lynch – Broker Training – Marlboro, NJ
LPL – Client Event – Marlboro, NJ
May 10-12, 2017
Merrill Lynch – Broker Training – Denver, CO Merrill Lynch
Client Event – Denver, CO
Merrill Lynch -Broker Training – Denver, CO
May 17, 2017
The Asset Preservation Group – Client Event – Grapevine, TX
May 18, 2017
Woodbury Financial – Client Event – Dallas, TX
June 13-15, 2017
Morgan Stanley – Broker Training – Raleigh, NC
Merrill Lynch – Client Event – Raleigh, NC
June 20-22, 2017
UBS – Advice Beyond Investing – 2 Broker Training – Miami, FL
July 19-21, 2017
Morgan Stanley – Client Event – Ponte Vedra Beach, FL
July 30-August 2, 2017
LPL Focus – Breakout Speaker – 2 Broker Training’s – Boston, MA
August 8-9, 2017
UBS – Broker Training – Cleveland, OH
August 13-14, 2017
Edward Jones – Home Office Meeting – St. Louis, MO
August 22-23, 2017
LPL – Client Event – Stuart, FL
September 12, 2017
Carter Financial – Bonus Session – Dallas, TX
September 18-20, 2017
American Beacon – Client – Broker Training – Alabama – Georgia
September 25, 2017
Elder Financial Abuse Seminar – Farmers Branch Senior Center – Farmers Branch, TX
September 26-28, 2017
RBC – Client Event – Philadelphia, PA
September 28-29, 2017
Morgan Stanley – Client Event – Worcester, MA
October 3-6, 2017
Merrill Lynch – Client Dinners – Minneapolis, MN
October 10, 2017
Merrill Lynch – Client Event – Ft. Worth, TX
October 13, 2017
Prospera Financial – Client Event – South Lake, TX
October 17, 2017
Financial Planning Association – Breakout Speaker – Ft. Worth, TX
October 17-19, 2017
Lincoln Financial – Broker Training – Wilmington, DE
November 6-8, 2017
UBS – 2 Broker Training & Client Event – Greensboro – Charlotte, NC
November 8-10, 2017
UBS – Client Event – Knoxville, TN
November 13-15, 2017
LPL Accelerate – Broker Training – Nashville, TN
November 15-16, 2017
UBS – Client Event – Paducah, KY
November 16-17, 2017
UBS – Client Event – Franklin, TN
2016
January 22 -23, 2016
American Beacon – LPL – 2 Client Events – Denver, CO
Feb 1-3, 2016
Morgan Stanley – Broker Training – Jacksonville, FL
Merrill Lynch – Broker Training – Jacksonville, FL
LPL – Client Event – Jacksonville, FL
Feb 15 -16, 2016
Morgan Stanley – 2 Broker Trainings – Houston, TX
Feb 16-19, 2016
Merrill Lynch – Broker Training – Oakland, CA
Wells Fargo – Broker Training – San Francisco, CA
LPL – Client Event – San Jose, CA
Feb 22-23, 2016
Securian Financial LLC – Regional Meeting Broker Training – Chicago, IL
Feb 24-25, 2016
Merrill Lynch – Broker Training – Sarasota, FL LPL – Broker Training – Sarasota, FL
Feb 26-27, 2016
Morgan Stanley – 2 Broker Trainings – Tampa, FL
Morgan Stanley – Broker Luncheon – Tampa, FL
Feb 29 – March 2, 2016
Merrill Lynch – Broker Training – Columbus, OH
LPL – Client Events – Cleveland, OH
March 2-4, 2016
Morgan Stanley – Client Event – Vero Beach, FL
March 7-9, 2016
Merrill Lynch – Client Event – Red Bank, NJ
March 16-18, 2016
LPL – 2 Client Events – Baltimore, MD
March 22-25, 2016
UBS – Broker Training – Seattle, WA
Merrill Lynch – Broker Training – Seattle, WA
Oppenheimer – Client Event – Bellevue, WA
Merrill Lynch – Broker Training – Seattle, WA
March 28, 2016
American Beacon – Client Event – Naples, FL
April 18-20, 2016
Met Life – Broker Training – Columbia, MD
April 25-27, 2016
Morgan Stanley – Client Event – Boston, MA
April 27-29, 2016
Merrill Lynch – Broker Training – Minneapolis, MN
Merrill Lynch – Client Event – Minneapolis, MN
Wealth Enhancement Group – Keynote Speaker – Broker Training – Minneapolis, MN
May 9-12, 2016
Merrill Lynch – Advanced Education Symposium – Broker Training – Phoenix, AZ
May 18-20,2016
UBS – Client Event – Hackensack, NJ
UBS – Broker Training -Paramus, NJ
Wells Fargo – Client Event – New York, NY
LPL – Client Event – Long Island, NY
May 23-24, 2016
Morgan Stanley – Broker Training – Richmond, VA
Sun Trust – Client Event – Richmond, VA
May 30-June 3, 2016
American Beacon – Syracuse, NY
June 7, 2016
Charles R. Green – Client Event – Ft. Worth, TX
June 21-24, 2016
Lincoln – Dublin, Ohio
July 13, 2016
American Beacon – Houston, TX
July 21, 2016
Cox Financial – Client Event – Ft. Worth, TX
July 25-28, 2016
Lincoln Financial – Columbia, SC & Charlotte, NC
August 9-12, 2016
American Beacon – Columbus, OH
August 20-25, 2016
LPL Focus – Breakout Speaker – Broker Training – San Diego, CA
August 28-31, 2016
American Beacon – Miami, FL
September 1, 2016
Alzheimer’s Association – Educational Event – Weatherford, TX
September 6-9, 2016
Lincoln – Sacramento, CA – Reno, NV
September 12-15, 2016
American Beacon – Orlando, FL
September 9-22, 2016
American Beacon – San Francisco, CA
September 26-29, 2016
American Beacon – Orlando, FL
October 11-13, 2016
American Beacon – Houston, TX
October 13-15, 2016
American Beacon – Syracuse, NY & Boston, MA
October 16-20, 2016
American Beacon – Orlando, FL
October 25-26, 2016
American Beacon – Oklahoma City, OK
November 8-10, 2016
American Beacon – Cleveland, OH
November 14-16, 2016
American Beacon – New Orleans, LA
November 28-29, 2016
American Beacon – LPL – Ft. Worth, TX
November 30, 2016
Prudential – Dallas, TX
December 6-8, 2016
American Beacon – Redding, PA
2015
January 7, 2015
Lincoln National – Orlando, FL
January 20-22, 2015
American Beacon – Merrill Lynch – Wells Fargo – LPL – San Francisco, CA
February 4-5, 2015
TransAmerica – Orlando, FL
February 9-10, 2015
New Jersey – NorthStar – AXA
February 18-19, 2015
Forethought – Tampa, FL
March 5, 2015
Morgan Stanley – Dallas, TX
March 17-19, 2015
Lincoln Financial – Newark, NJ – Philadelphia
March 21, 2015
Lincoln Financial – Madison, WS
March 24-26, 2015
American Beacon – West Palm Beach, FL
April 22, 2015
Merrill Lynch – San Francisco, CA
April 23, 2015
Merrill Lynch – Oakland, CA
April 28-29, 2015
Cetera Regional Meeting – Nashville, TN
May 5, 2015
American Beacon – Tulsa, OK
May 11-13, 2015
Merrill Lynch Winners Circle – American Beacon – San Antonio, TX
May 14, 2015
NorthStar – Sioux Falls, SD
May 18-20, 2015
Lincoln Financial – Baltimore, MD
May 21, 2015
Paul Stewart – Dallas, TX
June 1-4, 2015
Merrill Lynch AES – American Beacon – Orlando, FL
June 4-5, 2015
American Beacon – West Palm Beach, FL
June 6, 2015
American Beacon – Houston, TX
June 16-17, 2015
American Beacon – Philadelphia, PA – Bethlehem, NJ
June 23-25, 2015
Lincoln Financial – Philadelphia, PA – Wilmington, DE – Newark, NJ
July 14-15, 2015
American Beacon – Louisville, KY
July 21-23, 2015
UBS Complex – American Beacon – Minneapolis, MN
July 26-29, 2015
LPL Focus 2015 – Boston, MA
August 11-13, 2015
American Beacon – San Francisco, CA
August 25-26, 2015
Morgan Stanley – Houston, TX
September 8-10, 2015
Lincoln – Boston, MA
September 10, 2015
AWARE – Dallas, TX
September 14-15, 2015
NorthStar Reality – Atlantic City, NJ
September 16-18, 2015
Merrill Lynch – Orlando, FL
September 24, 2015
LPL – American Beacon – Chicago, IL
September 29, 2015
Allianz – Dallas, TX
September 30-October 1, 2015
NorthStar – Cambridge – Dearborn, MI
October 5-8, 2015
Merrill Lynch AES – Phoenix, AZ
October 13-15, 2015
LPL Business Leader’s Forum – American Beacon – Charlotte, NC
October 18, 2015
First Baptist Church – Dallas, TX
October 19-21, 2015
Lincoln Money Guard – Baltimore, MD – Parsippany, NJ
October 22-23, 2015
Cadaret Grant Financial – Rye, NY
October 25-27, 2015
Lincoln – Boston, MA
October 28, 2015
American Beacon – Sacramento, CA
November 4, 2015
LPL – American Beacon – Cincinnati, OH
November 5, 2015
Lincoln Money Guard – Tinton Falls, NJ
November 10-13, 2015
Lincoln – Towson, MD – Wilmington, DE – Manchester, NH
November 17, 2015
Lincoln Money Guard – Atlanta, GA
November 18, 2015
American Beacon – Merrill Lynch – Houston, TX
November 19, 2015
American Beacon – RBC – Minneapolis, MN
December 1-3, 2015
LPL Business Leader’s Forum – American Beacon – San Diego, CA
December 7-9, 2015
American Beacon – Ft. Lauderdale, FL
December 9-10, 2015
American Beacon – Merrill Lynch – Harrisburg, PA
2014
January 17, 2014
Integrated Financial Group – Atlanta, GA
February 4, 2014
Webinar- Raymond James
February 5-6, 2014
UBS – American Beacon – Dallas, Texas
February 11 – 14, 2014
Raymond James- General Session- Retirement Symposium- St. Petersburg, FL
February 15, 2014
NorthStar Realty Securities – Marco Island, FL
February 19, 2014
UBS – American Beacon – Houston, TX
February 20, 2014
Fidelity- Morning Seminar- Houston, TX LPL- Client Seminar- Evening Seminar- Houston, TX
February 22, 2014
PCBC- Dallas, TX
February 24, 2014
UBS- Fort Worth, TX
February 25, 2014
UBS/River Oaks- Houston, TX UBS-Beaumont, TX
February 26, 2014
Lincoln Financial- Dallas, TX
March 4, 2014
Money Matters with Ken Morais, Dallas, TX
March 5, 2014
Money Matters with Ken Morais, Ft. Worth, TX
March 6-7, 2014
Hospices Group – Wichita Falls, TX
March 11, 2014
Fidelity – St. Louis, MO
March 12, 2014
Money Matter with Ken Morais- Houston, TX
March 13, 2014
NorthStar – Advisor Forum- Denver, CO
March 14, 2014
NorthStar – Albuquerque, NM
March 17-20, 2014
Merrill Lynch – Orlando, FL
March 25, 2014
John Hancock – Fort Worth, TX John Hancock – Dallas, TX
March 26, 2014
LPL- Keynote Speaker- Tampa, FL
March 27, 2014
UBS- Client Event- Dallas, TX LPL- RIA Meeting, Keynote- St. Petersburg, FL
April 1, 2014
Carter Financial- Client Event- Dallas, TX
April 23, 2014
NorthStar Realty – Fort Smith, AR NorthStar Realty – Fayetteville, AR
April 24, 2014
NorthStar Realty – Little Rock, AR
April 25, 2014
Signal Securities – Fort Worth, TX
May 7-9, 2014
Royal Alliance-Keynote Speaker – Monterrey, CA
May 15, 2014
FPA- New York, NY Merrill Lynch- Springfield, MA
May 19-21, 2014
Merrill Lynch- Orlando, FL
May 22, 2014
Wells Fargo – San Diego, CA
June 2, 2014
Geneos Wealth Management – Scottsdale, AZ
June 3-4, 2014
NorthStar – Connecticut
June 5, 2014
Lincoln Financial – Chicago, IL
June 6, 2014
NorthStar- Southwest Securities – Dallas, TX
June 9-12, 2014
Merrill Lynch – Orlando, FL
June 17, 2014
LPL Client Event – Boca Raton, FL
June 18-20, 2014
NorthStar- Bellagio – Las Vegas, NV
July 1-2, 2014
American Beacon – Minneapolis, MN
July 8, 2014
Bill Raney – Client Event- Iowa
July 11-13, 2014
Silver Bennett Financial – Los Angeles, CA
July 15-17, 2014
Raymond James – Dallas/Austin, TX
July 22-24, 2014
Merrill Lunch – Denver, CO
July 28-29, 2014
NorthStar – Philadelphia, PA
July 30-31, 2014
American Beacon – Norfolk, VA
August 5, 2014
Charles R. Green – Ft. Worth, TX
August 6-8, 2014
Cambridge Financial- NorthStar – Chicago, IL
August 10-13, 2014
LPL Focus – San Diego, CA
August 15, 2014
UBS/American Beacon- Austin, TX
August 18-20, 2014
NorthStar – West Haven, CT
August 25-28, 2014
NorthStar – Indianapolis, IN
September 2, 2014
LPL – Dallas, TX
September 4, 2014
Broker Event- Dallas, TX
September 8-9, 2014
American Beacon- Minneapolis, MN
September 10-11, 2014
UBS – Houston, TX
September 16-18, 2014
American Beacon- Ohio
September 23, 2014
Keeley Funds – Houston, TX
September 29-30, 2014
NorthStar – Indianapolis, IN
October 1, 2014
UBS – Dallas, TX
October 2, 2014
Merrill Lynch – West Haven, CT
October 7, 2014
Deanna Turner
October 14, 2014
Merrill Lunch – Destin, FL
October 15-17, 2014
LPL Business Leaders Forum – Austin, TX
October 23, 2014
Raymond James – Dallas/ Ft. Worth, TX
November 18-20, 2014
Steadfast – Chicago, IL
December 2-4, 2014
American Beacon/Merrill Lynch- Wilmington, DE, Baltimore, MD, & Washington, DC
December 7, 2014
Signal Securities – Fort Worth, TX
December 10-12, 2014
LPL Business Leaders Forum – San Diego