Engagements
U.S. Map of events
View Barry D. Flagg Engagement Map in a larger map
List of Events
03/00/2016 - FIRMA
01/18/2016 - AICPA Annual Conference, Las Vegas, NV
01/11/2016 - Heckerling, Orlando, FL
10/05/2015 - Central Arizona Estate Planning Council, Phoenix, AZ
09/18/2015 - Notre Dame Tax Institute, South Bend, IN
06/11/2015 - NAIFA Central Florida, Orlando, FL
06/04/2015 - PWC - WTS Network Call
04/22/2015 - Florida Tax Institute Conference, St. Pete, FL
04/19/2015 - FIRMA, Nashville, TN
02/13/2015 - BDO, West Palm Beach, FL
01/11/2015 - Heckerling, Orlando, FL
11/19/2014 - E&Y 1st Annual Family Business/Office Accounting & Tax Education Series, TX
11/10/2014 - Andersen Tax, West Palm Beach, FL
10/28/2014 - Grant Thornton Webinar
09/09/2014 - Philadelphia Fiduciary & Compliance Roundtable, Philadelphia, PA
07/16/2014 - National Advisors Trust Co Webinar
05/20/2014 - Afiliated Advisors, Rochester Hills, MI
04/27/2014 - FIRMA, Orlando, FL
04/07/2014 - National Radio Interview, Phoenix, AZ
03/25/2014 - Manatee Estate Planning Council, Sarasota, FL
03/11/2014 - Jacksonville Estate Planning Council, Jacksonville, FL
01/12/2014 - Heckerling, Orlando, FL
11/22/2013 - FL Bar Meeting, Sarasota, FL
10/23/2013 - Pinellas County Estate Planning Council, St. Pete, FL
10/22/2013 - Roundtable, San Diego, CA
09/19/2013 - FPA Symposium, Charlotte, NC
05/17/2013 - FPA Chapter Meeting, Indianapolis, IN
05/14/2013 - Estate Planning Council of Polk County, Lakeland, FL
04/27/2013 - FIRMA Conference, Las Vegas, NV
04/23/2013 - Guest Lecturer at Thayer West Point, NY
02/26/2013 - Stetson Law Guest Lecturer, Gulfport, FL
11/13/2012 - FPA Chapter Meeting, Miami, FL
10/02/2012 - Financial Planning Association Annual Conf., San Antonio, TX
09/17/2012 - IDA @ Wynn, Las Vegas, NV
09/06/2012 - Financial Planning Association Chapter Meeting, Denver, CO
07/10/2012 - JH Radio Show, Boston, MA
04/25/2012 - Fi360 Annual Conference, Chicago, IL
03/26/2012 - FIRMA Annual Conference, Dallas, Tx
03/01/2012 - CFP Board Disciplinary and Ethics Commission, Washington, D.C.
11/11/2011 – Private Briefings for Veralytic Customers, Denver, CO
11/07/2011 – Texas Tech University Guest Lecturer, Lubbock, TX
09/24/2011 – Carillon Financial Network (CFN), St. Petersburg, FL
09/20/2011 – National Advisor Trust Company, Overland Park, KS
09/12/2011 – National Financial Partners Fall Conference, Chicago, IL
08/11/2011 – National Financial Partners Professional Partnership Open Forum, Boston, MA
08/05/2011 – Wall Street Academy, New York, NY
04/28/2011 – National Financial Partners Professional Partnership Open Forum, Las Vegas, NV
02/01/2011 – JHAM National Radio Show sponsored by John Hancock, Boston, MA
11/30/2010 – Florida Family Office Forum Semi-Annual Meeting, Orlando, FL
11/23/2010 – Boca Raton Estate Planning Council Meeting, Boca Raton, FL
08/15/2010 – R Group Annual Conference, Rosemont, IL
06/08/2010 – National Financial Partners Professional Partnership, New York, NY
05/25/2010 – PL AUDcast National Webcast sponsored by Pacific Life, Newport Beach, CA
05/13/2010 – JHAM National Radio Show sponsored by John Hancock, Boston, MA
04/27/2010 – ABA Wealth and Trust Market National Telephone Briefing, Washington D.C.
10/30/2009 – Planned Giving Council Annual Conference, Palm Beach, FL
10/28/2009 – Valmark School of Life Annual Conference, Orlando, FL
10/07/2009 – Million Dollar Round Table Top of the Table Annual Meeting, Kauai, Hawaii
09/23/2009 – HSBC/WTAS Annual Conference, Las Vegas, NV
09/15/2009 – National Financial Partners Fall Conference, Chicago, IL
08/13/2009 – Financial Planning Association Annual Symposium, Tampa, FL
08/03/2009 – PL AUDCast National Webcast sponsored by Pacific Life, Newport Beach, CA
06/10/2009 – Million Dollar Round Table Annual Meeting, Indianapolis, IN
10/29/2008 – Valmark School of Life Annual Conference, Orlando, FL
10/04/2008 – Academy of Financial Services/FPA Annual Conference, Boston, MA
04/04/2008 – Estate Planning Council Tallahassee Regional Conference, Tallahassee, FL
02/22/2008 – National Financial Partners Spring Conference, Dallas, TX
09/04/2007 – JHAM National Radio Show sponsored by John Hancock, Boston, MA
02/24/2007 – National Financial Partners Spring Conference, Dallas, TX
08/24/2006 – Grant Thorton Annual Conference, Charlotte, NC
09/18/2004 – National Financial Partners Fall Conference, Chicago, IL
10/15/2002 – National Financial Partners Fall Conference, Chicago, IL
09/18/2002 – Central Florida Innovation Conference (CFIC), Orlando, FL
04/18/2001 – Tampa Bay Estate Planning Council Meeting, Tampa, FL
03/28/2001 – Suncoast Estate Planning Council Meeting, Clearwater, FL
03/15/2001 – M Financial Group Annual Meeting, Los Angeles, CA