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UPCOMING EVENTS
05/22/2012NFP**: Session 3 -
Portfolio Management: Theory and Best Practices 		San Francisco
05/23/2012NFP**: Session 3 -
Portfolio Management: Theory and Best Practices 		Palo Alto
Fall 2012Sustainable Impact InvestingBoston
Fall 2012Social Security and MedicareBoston
PAST EVENTS
10/03/2011Family Security in the Age of Social MediaBoston
10/13/2011The Transformative Power of WomenRhode Island
11/03/2011NFP**: Philanthropy: A Conversation with Billy ShoreSan Francisco
11/29/2011AWP*: Year End Planning
01/18/2012Envision. 2012 Economic and Market OutlookBoston
01/25/2012Family Office Exchange Webinar: Family ContinuityBoston
01/26/2012Strategic Philanthropy with Access CirclesPalm Beach
02/02/2012AWP*: Women, Money, Media and PowerBoston
03/20/2012NFP**: Session 1 -
Leveraging Human Capital: Roles and Responsibilities of Boards and Staff		San Francisco
03/21/2012NFP**: Session 1 -
Leveraging Human Capital: Roles and Responsibilities of Boards and Staff		Palo Alto
03/28/2012AWP*: Financial Fundamentals Session 1 -
Constructing A Thoughtful Investment Strategy		Boston
04/24/2012NFP**: Session 2 -
Investment Management and Not-For-Profit Law and Regulation		San Francisco
04/25/2012NFP**: Session 2 -
Investment Management and Not-For-Profit Law and Regulation		Palo Alto
05/01/2012Family Matters. Thoughtful strategies for creating generations of productive, successful families.Boston
05/08/2012AWP*: Financial Fundamentals Session 2 -
An Overview of the Six Money Matters and Goals Based Financial Planning		Boston

*AWP: A Woman's Perspective
**NFP: Not for Profit
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