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9400 River Crossing Boulevard
#104
New Port Richey, FL 34655

Full Circle Financial, LLC

727-834-9700

 

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
"Spartan Manor"

"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
LD34145-10/09












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”
LD29463-10/08






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"
http://www.responselink.com/reseller-info.aspx?zip=34653

"FCF’s Family Wealth Organizer"

"FCF Legacy Tree"
Irene S-Thompson*, CFP®, RFC® and Robert W. Tiller*, CFP®, CFS, RFC®