2010 Events:
________________________________________________________________________________________________
________________________________________________________________________________________________
Friday, February 11th - 13th Annual Valentine Ladies Luncheon!
Guest speaker: Detective with the Fort Worth Police Department on ID
Theft/Generaly Safety - Cracker Barrel in Benbrook, TX. (By Invitation Only)
February 19th and 20th - John will be the Instructor for the Certified
Financial Planner™ Examination review. Held at The Hyatt in San
Francisco, CA.
May 26th - Client Appreciation Dinner,Guest Speaker with Franklin
Templeton Investments. The Keg Steakhouse, 6:30 p.m.
June 11th and 12th - John will be the Instructor for the Certified Financial
Planner™ Examination review. Held at The Hilton Park Cities in Dallas, TX.
August 26 - 28th - John will be the Instructor for an Investment Planning
course to advisors of Morgan Stanley Smith Barney in Westport, CT.
October - "Coffee Club" Meeting with Guest Speaker Angie Hoquang from
the Dallas Social Security Office on Retirement Benefits. Location and exact
date to be announced.
____________________________________________________
PREVIOUS (2009) EVENTS:
January 15th - John will be speaking at Harmony Science Academy in
Houston, Texas on "College Financial Planning", 7:00PM.
January 28th - John will be speaking to parents of Townview School for
Talented and Gifted in Dallas, Texas on "College Financial Planning", 7:00PM.
Friday, February 13th - 12th Annual Valentine Ladies Luncheon!
The Rose Garden Tea Room - (By Invitation Only)
February 19th and 20th - John will be the Instructor for the Certified
Financial Planner™ Examination review. Held at The Marriott in
Washington, D.C.
February 26th - John will be speaking to parents of Martin High School in
Arlington, Texas on "College Financial Planning", 7:00PM.
March 9th - John will be speaking at Burkburnett High School on "College
Financial Planning", 7:00PM.
June 13th and 14th - John will be the Instructor for the Certified Financial
Planner™ Examination review. Held at The Hilton Park Cities in Dallas, TX.
June 25th through June 28th - John will teach an Insurance & Employee
Benefits class in Chicago, IL. Location to be announced.
Tuesday, August 19th - Client Appreciation Dinner and Guest Speaker
with American Funds Investments. Fort Worth Botanical Gardens.
Guest speaker: Detective with the Fort Worth Police Department on ID
Theft/Generaly Safety - Cracker Barrel in Benbrook, TX. (By Invitation Only)
February 19th and 20th - John will be the Instructor for the Certified
Financial Planner™ Examination review. Held at The Hyatt in San
Francisco, CA.
May 26th - Client Appreciation Dinner,Guest Speaker with Franklin
Templeton Investments. The Keg Steakhouse, 6:30 p.m.
June 11th and 12th - John will be the Instructor for the Certified Financial
Planner™ Examination review. Held at The Hilton Park Cities in Dallas, TX.
August 26 - 28th - John will be the Instructor for an Investment Planning
course to advisors of Morgan Stanley Smith Barney in Westport, CT.
October - "Coffee Club" Meeting with Guest Speaker Angie Hoquang from
the Dallas Social Security Office on Retirement Benefits. Location and exact
date to be announced.
____________________________________________________
PREVIOUS (2009) EVENTS:
January 15th - John will be speaking at Harmony Science Academy in
Houston, Texas on "College Financial Planning", 7:00PM.
January 28th - John will be speaking to parents of Townview School for
Talented and Gifted in Dallas, Texas on "College Financial Planning", 7:00PM.
Friday, February 13th - 12th Annual Valentine Ladies Luncheon!
The Rose Garden Tea Room - (By Invitation Only)
February 19th and 20th - John will be the Instructor for the Certified
Financial Planner™ Examination review. Held at The Marriott in
Washington, D.C.
February 26th - John will be speaking to parents of Martin High School in
Arlington, Texas on "College Financial Planning", 7:00PM.
March 9th - John will be speaking at Burkburnett High School on "College
Financial Planning", 7:00PM.
June 13th and 14th - John will be the Instructor for the Certified Financial
Planner™ Examination review. Held at The Hilton Park Cities in Dallas, TX.
June 25th through June 28th - John will teach an Insurance & Employee
Benefits class in Chicago, IL. Location to be announced.
Tuesday, August 19th - Client Appreciation Dinner and Guest Speaker
with American Funds Investments. Fort Worth Botanical Gardens.
© J Loyd 2005-2010. All rights reserved.
Securities & Advisory Services offered through LPL Financial, Member
FINRA/SIPC
www.sipc.org www.finra.org
Securities & Advisory Services offered through LPL Financial, Member
FINRA/SIPC
www.sipc.org www.finra.org
JOHN W. LOYD, CFP®
The Wealth Planner™
The Wealth Planner™
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