Clients Seminars
Workshops for Advisers
Private Briefings for Charity Donors and Boards
Online Training

FAMILY WEALTH BLUEPRINT SEMINARS
THROUGH BROWN AND STREZA, LLP

DATE TOPIC PLACE AUDIENCE TIME
5/17/05 Tue Digest Workshop Westin Advisers 4:30 PM to 6:30 PM
(4:30 PM Hors D'oeuvres; 5:00 Presentation)
5/17/05 Tue PDP FWB Client Westin Clients/Advisers 6:30 PM to 8:30 PM
(6:30 PM Desserts; 7 PM Presentation)
8/6/05 Sat Digest Workshop Ritz Carlton Advisers 4:30 PM to 6:30 PM
(4:30 PM Hors D'oeuvres; 5:00 Presentation)
8/6/05 Sat PDP FWB Client Ritz Carlton Clients/Advisers 6:30 PM to 8:30 PM
(6:30 PM Desserts; 7 PM Presentation)
10/6/05 Thu Digest Workshop Westin Advisers 4:30 PM to 6:30 PM
(4:30 PM Hors D'oeuvres; 5:00 Presentation)
10/6/05 Thu PDP FWB Client Westin Clients/Advisers 6:30 PM to 8:30 PM
(6:30 PM Desserts; 7 PM Presentation)
10/8/05 Sat PDP FWB Client Ritz Carlton Advisers 10:00 AM -12:00 PM
(Fruit Plate and Beverages from 10 to 10:30)
10/8/05 Sat Digest Workshop Ritz Carlton Clients/Advisers 8:00 AM - 10:00 AM
(Coffee 8 AM to 8:30 AM; 8:30 AM Presentation)