Annual Client Meeting
FCF's 2016 Annual Client Meeting
Thursday, January 21,2016
FCF's 2015 Annual Client Meeting
Thursday, January 29, 2015
FCF's 2014 Annual Client Meeting
Thursday, January 16, 2014
FCF's 2012 Annual Client Meeting
Thursday, November 1, 2012
FCF's 2011 Annual Client Meeting
Thursday, October 13, 2011
FCF's 2010 Annual Client Meeting
Monday, November 15, 2010
"BRING ALONG YOUR FAMILY AND FRIENDS"
FCF's 2009 Annual Client Meeting
Friday, October 30, 2009
2009 Program highlights
"Repositioning for a New Reality"
Sean Dieterle, Portfolio Specialist - PIMCO Product Group
Allianz Global Investors
The 2010 IRA Rules:
(A Special FCF Ask Your Advisor Q&A sessions)
Irene S. Thompson, CFP®, RFC® & Robert W. Tiller, CFP®, CFS, RFC®
Required Minimum: Distributions, Rollovers,
Roth conversions and Beneficiary issues.
Staying Strong for Free
Shannon Dinkins, Silver Sneaker’s Program Account Manager
Are You Out of Your Tree?
A FCF Family Wealth Organizer Enhancement
FCF's 2008 Annual General Meeting
Full Circle Financial, LLC
“Annual Client Meeting”
Friday, November 7, 2008
2008 Program Highlights:
"Global Capital Markets Outlook – Walking a Tightrope”
Shannon Harkins, Certified Financial Analyst
Senior Portfolio Manager for Alliance Bernstein Investments
Pets and Seniors – “A New Leash on Life”
Patricia & Robin Patterson, of “Read My Paws”
(Benefiting the West Pasco SPCA)
What Am I Reading?
Irene S-Thompson,* CFP®, RFC® & Robert W. Tiller,* CFP®, CFS, RFC®
Extended “FCF Ask Your Advisors” Q & A Session
(Attendees may bring mailings or newspaper clippings for comment & clarification)
Staying in Charge Without Going it Alone
Julie Bruerd, RN of “Aging Assistance”
2007 Annual General Meeting
2007 Program Highlights:
Bill Chaney "John Hancock’s Chief Economist"
Latest Ideas on: 529s /restricted beneficiary /rollovers
Irene Thompson, Bill Chaney, Kevin Cool (John Hancock) and Robert Tiller
Dr. Erce Phillips – "Motion is Lotion"
Dr. Erce Phillips with Irene Thompson and Robert Tiller
Lisa Campano – "Response Link"
"FCF’s Family Wealth Organizer"
"FCF Legacy Tree"
Irene S-Thompson*, CFP®, RFC® and Robert W. Tiller*, CFP®, CFS, RFC®