2012 Events: ________________________________________________________________________________________________
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Feb. 14: 15th Annual Valentine Ladies Luncheon! Pappadeaux
Restaurant, 11:30 a.m. (By Invitation Only).
Feb. 16 - 18: John will be teaching a course for future Certified Financial
Planner™ Professionals. Held at The Doubletree in San Francisco, CA.
Jun. 19 - 22: John will be training a private group of Wells Fargo financial
advisors for the upcoming CFP® Exam. Wells Fargo Home Office, St.
Louis, MO.
Aug. 19 - 22: LPL National Conference: John will be recognized as a top
financial advisor and named to the LPL Financial Freedom Club. San Diego
Convention Center.
____________________________________________________
PREVIOUS (2011) EVENTS:
Feb. 11th thru 13th: John will be the Instructor for the Certified Financial
Planner™ Examination review. Held at The Hilton Park Cities in Dallas, TX.
Feb. 14th - 14th Annual Valentine Ladies Luncheon! Mimi's Cafe (By
Invitation Only).
Jun. 16th thru 19th: John will be the Instructor for the Certified Financial
Planner™ Examination review. Held at The Hyatt in San Francisco, CA.
Oct. 25th - Client Appreciation Luncheon with Guest Speaker Todd
Ermenio of Franklin/Templeton Investments. Pappadeaux, Fort Worth, TX.
11:30 a.m.
© J Loyd 2005-2012. All rights reserved.
This communication is strictly intended for persons residing in the states of
TX, NC, and OK. No offers may be made or accepted from any resident
outside of these states.
Securities & Advisory Services offered through LPL Financial, a Registered
Investment Advisor. Member FINRA/SIPC
www.sipc.org www.finra.org
JOHN W. LOYD, CFP®
The Wealth Planner™