2018 Events:
________________________________________________________________________________________________

Jan 26-27:  John will be teaching a Fundamentals & Ethical Principals
class at the Ameriprise campus, Houston, TX

Feb 14:
 21st Annual Valentine Breakfast, Mimi's Cafe

Mar 16-17:  John will be teaching an
Investments class at Georgetown
University in Washington, D.C.

Apr 11:  John will be teaching Part 3 of the IRS Enrolled Agent Exam -
Ernst & Young, Dallas, TX

Jun 14-16:  John will be teaching a CERTIFIED FINANCIAL PLANNER
review course - San Francisco State University

June 30:  John will be swimming around the island of Key West (12.5
miles) as part of a 3-person relay to benefit a Texas charity.

Oct 18-20:  John will be teaching a CERTIFIED FINANCIAL PLANNER
review course at Fidelity - Denver, CO


___________________________________________________

Previous EVENTS:

Feb 12:  20th Annual Valentine Ladies Luncheon!  Ridglea Country
Club

Mar 18-19:  John will be teaching an
Investments class at Georgetown
University in Washington, D.C.

Apr 27:  John will be teaching a
Retirement class at Fidelity in Denver, CO

Jun 10-12:  John will be teaching a CERTIFIED FINANCIAL PLANNER
review course - Le Meridien, San Francisco, CA

Sep 9-10,23-24:  John will be teaching a
Fundamentals & Ethical
Principles
class at Georgetown University in Washington, D.C.

Oct 7-9:  John will be teaching a CERTIFIED FINANCIAL PLANNER review
course at Norris Conference Center - Fort Worth, TX.

Dec 13:  John will be teaching Part 3 of the IRS Enrolled Agent exam at
Ernst & Young - Dallas, TX

Dec 18:
 Client Appreciation Luncheon @ Ridglea Country Club with
Guest Speaker from the
U.S. Secret Service
© J Loyd 2005-2018.  All rights reserved.

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JOHN W. LOYD, CFP®
The Wealth Planner