2012 Events, Investment Briefings and Dinner Workshops

At Integrated Financial, we are committed to client education. We regularly host complimentary educational events for our clients, their referrals and IFSG Insiders throughout the year. We do this because we want our clients to be informed decision makers and in doing so taking an active role in their financial success. Our events are insightful, useful and extremely beneficial if you want to learn about investment strategies that do not march to the same old Wall Street drumbeat of "buy and hold" with "stocks, bonds and mutual funds".

Take a look at the 2011 Event Summary to see what our client and others learned about last year, information and opportunities that you may have been missing out on! Once YOU are an "IFSG INSIDER", you will be notified via email of events taking place within the following few weeks, and provided with a direct registration link.  If you ARE NOT an "IFSG INSIDER" please click the image to the right to see what you may be missing!

Below are the upcoming events that we are sponsoring and hosting throughout the year.  Our 2012 schedule continues to develop throughout the year, so please check back often to see what opportunities are coming up.  To go to our registration calendar (IFSG Insider ID and Password Required), click on the calendar image below.  PLEASE NOTE, events may appear but not allow for registration - in many instances, registration is opened concurrent with notification to Integrated Financial clients and "IFSG Insiders".

PRIVATE CLIENT EVENTS

(attendance limited to clients and guests)

EDUCATIONAL DINNER WORKSHOPS

(limited public invitations, for clients and guests)

INVESTMENT SPONSOR BRIEFINGS / CLIENT EDUCATION

(attendance limited to clients, guests, IFSG Insiders)

The majority of our activities were focused on client education, many of these events being smaller and more intimate groups.

Our focus for these events will always be on quality vs. quantity.  Events titled in RED represent Private "Accredited Investor" Programs

ADDITIONAL CLIENT EDUCATION WORKSHOPS BY BOLINGER & HOGUE

(Attendance limited to clients, guests, IFSG Insiders)

To RSVP, please contact Bolinger & Hogue - by phone: (972) 309-0104 or by email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it