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Wed 6/16/2021 06:00 PM to 07:00 PM
  
Join us and meet your society leaders for 2021 - 2022

Webinar - Register to get login details

$0$0
Thu 6/10/2021 06:00 PM to 07:30 PM
  
Panelists: Jeffrey Kolitch, MBA, Vice President & Portfolio Manager of Baron Capital, Lance R. Cannon, Analyst of Hood River Capital Management, Daniel Fields, Portfolio Manager & Analyst of Polen Capital; Moderator: Chris Fetes, CFA, Senior Inv. Advisor

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Wed 5/19/2021 05:30 PM to 07:30 PM
  
Two hours of golf, Two tickets for drink of your choice, and Appetizers
1710 Belvedere Rd
West Palm Beach, FL 33406


$40 (registration fee refunded post event)$40
Mon 5/17/2021 05:00 PM to 06:00 PM
  
Donna Milrod, Executive VP and Global Head of Asset Managers of State Street; Marcia Rothschild, Head of Latin America and the Caribbean of State Street; and Christina Worley, CPA/PFS, CFP​, CFA, Founder & Managing Member of Castle Wealth Management

Watch party hosted by Castle Wealth Management

201 Arkona Court, West Palm Beach, FL 33401

​Zoom Meeting - Register to get login details

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Mon 5/10/2021 05:30 PM to 06:30 PM
  
Jason Hsu, Chairman and CIO; Melissa Masterson-Kellenberger, Portfolio Manager

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Fri 5/7/2021 01:00 PM to 02:00 PM
  
Mike Lee, Elite Performance Coach

Webinar - Register to get login details

$0$0
Mon 4/19/2021 12:00 PM to 01:00 PM
  
Partner Event with CFA Society Miami and FPA of Miami

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$0$15Attachment
Thu 11/19/2020 08:00 AM to 05:00 PM
  
Biggest Day for Financial Planning Professionals in South FL

Virtual Event

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Mon 1/27/2020 07:00 AM to 08:30 AM
  
Network with Inside ETFs attendees
Hollywood, Florida


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$0 - Complimentary$0 - Complimentary
Wed 4/10/2019 08:00 AM to 05:00 PM
  
See Agenda

​​Four Seasons Resort Palm Beach
2800 South Ocean Boulevard
Palm Beach, Florida 33480

Use code CFASF20 to register for a 20% discount off the current price of $1,600Use code CFASF20 to register for a 20% discount off the current price of $1,600
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