Speaker/Sponsor Information

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THANK YOU TO OUR CURRENT SPONSOR

UBS Financial

UBS Financial is one of the world’s leading wealth managers. For more than 150 years—in major financial centers around the world—UBS has managed wealth for private clients and demonstrated strength through ever-changing economic climates. Today, few firms rival our distinctive combination of wealth and asset management and investment banking, or our global footprint and infrastructure.

The Barron Group, at UBS Financial Services Inc. Palm Beach, is a six member team offering full service, customized financial planning to affluent individuals. The team offers over 60 years of financial services industry experience and specializes in the building and management of highly personalized portfolios. In delivering the UBS Client Experience, The Barron Group takes the time to understand our client's needs and goals and proactively provides appropriate solutions.

The three partners are:
Michael S. Barron CFP® – Senior Vice President – Investments, Senior Portfolio Manager, Portfolio Management Program
Ronnie C. Simpson - Vice President – Investments, Senior Portfolio Manager, Portfolio Management Program
Todd Barron CFP®, ChFC®, CLU® - Vice President – Investments, Senior Portfolio Manager, Portfolio Management Program  

Telephone: 561-659-9585 / 888-310-9378

Email: barrongroup@ubs.com   
Web: www.ubs.com/team/barrongroup   

Factor King

Factor King is a direct financial provider that specializes in factoring invoices for companies that maintain commercial accounts in almost any industry. Factor King is a New York based company that has recently established a presence in South Florida.
Factor King offers credit facilities that range from $50,000 to $5,000,000 and purchases individual invoices that range in size from $5,000 to $500,000.

Laura Arias
Business Development Manager
1044 N US Hwy 1
Suite 201
Jupiter, FL 33477
800-918-7830 [Main]
800-918-7830 [Fax]
561-541-5085 [Cell]
larias@factorking.com
FactorKing.com   

  **THANK YOU TO OUR PREVIOUS SPONSORS**

Fifth Third Bank
ADP  

**TENTATIVE 2010-2011 SCHEDULE**
06/07/2011 Not for Profit Financial Statements (A&A) - 3 hours CPE
06/21/2011  Fiduciary Accounting (A&A) - Shelly Wald - 3 hours CPE