Some of Jack Patterson's Financial Planning Education

Date Company/Course/Event Description Location Length
1992 University of Illinois at Chicago Upper level Finance courses Chicago, IL 5 Years
1994 Smith Barney Intern Training Chicago, IL 3 Months
1997
Paine Webber Initial Advisor Training: Series Weehawken, NJ 6 Months
Dearborn Series 7, 63, 65 & Life Insurance Exam Aventura, FL 3 Months
1998 Paine Webber Equities & Bond Strategies Showcase Key Largo, FL 3 Days
2000 Lasalle Bank Fixed Income Symposium Boca Raton, FL 1 Day
2001 Wachovia Securities Financial Advisor Training Richmond, VA 1 Week
2002 Wachovia Securities Advancement Institiute Houston, TX 4 Days
2003
University of Miami Graduate Business Courses Coral Gables, FL
Wachovia Securities Top Advisor Council Educational Workshops Key Biscayne, FL 4 Days
Bill Good Marketing Practice Management Salt Lake City, UT 4 Days
M & O Marketing Advanced Insurance Product Training Detroit, MI 4 Days
RD Marketing Group Advanced Insurance Product Training Pittsburgh, PA 3 Days
Learning Institute for Financial Executives Distribution Planning Dayton, OH 2 Days
Covenant Reliance Producers Senior Financial Planning Nashville, TN 3 Days
Senior Expo Senior Financial Planning Orlando, FL 2 Days
Raymond James Fin Svcs National Conference Washington DC 2 Days
Raymond James Fin Svcs Small Business Retirement Plans Washington DC 4 Days
Raymond James Fin Svcs Introduction to Advanced Markets Washington DC
Raymond James Fin Svcs Annuity Contracts & Annuity Investors Washington DC
Raymond James Fin Svcs Self Directed Qualified Plans Washington DC
Raymond James Fin Svcs Contract Structure & Taxation of annuities Washington DC
Raymond James Fin Svcs Variable Contracts Washington DC
Raymond James Fin Svcs The Fundamentals of Estate Planning Washington DC
Int'l Assoc. of Registered Financial Consultants Achievement of RFC Designation
2004
Dearborn Financial Institiue Series 9 & 10 (Supervisor License) 4 Months
Learning Institute for Financial Executives Distribution Planning Dayton, OH 6 Days
Covenant Reliance Producers Senior Financial Planning Nashville, TN 3 Days
Learning Institute for Financial Executives Distribution Planning Dayton, OH 2 Days
Web CE Life Insurance Concepts Coral Gables, FL 2 Days
Web CE Designing Qualified Plans to Meet Employer Objectives Coral Gables, FL
Raymond James Fin Svcs Equities overview Coral Gables, FL
Raymond James Fin Svcs Fixed Income overview Coral Gables, FL
Raymond James Fin Svcs Owners only 401k overview Coral Gables, FL
Raymond James Fin Svcs Private placement Life Insurance Coral Gables, FL
Raymond James Fin Svcs Mutual Funds Coral Gables, FL
2005
Learning Institute for Financial Executives Comprehensive Financial Plans Dayton, OH 6 Days
Retirement Plan Workshop Qualified Plans Jacksonville, FL 3 Days
Learning Institute for Financial Executives Comprehensive Financial Plans Dayton, OH 3 Days
Raymond James Fin Svcs National Conference Chicago, IL
07-19-05 Raymond James Fin Svcs Understanding the Rollover Market Chicago, IL 4 Days
Raymond James Fin Svcs Using Innovative Trust Designs to  Chicago, IL
Raymond James Fin Svcs Maximize Wealth Transfer Chicago, IL
Raymond James Fin Svcs Equity Research in My Practice Chicago, IL
2006
Professional Education Systems Business Entities:  Start to Finish Dania, FL
01-14-06 Raymond James Fin Svcs Non-Qualified Retirement Plans Tampa, FL 1 Day
02-04-06 NASD Regulatory Element Requirement Coral Gables, FL 2 Days
Raymond James Fin Svcs National Conference Las Vegas, NV
02-26-06 Raymond James Fin Svcs Retirement Workshop Las Vegas, NV 4 Days
Raymond James Fin Svcs Making Money in a Sideways Market Las Vegas, NV
02-27-06 Raymond James Fin Svcs Qualified Plans & Vas Las Vegas, NV
Raymond James Fin Svcs A Straight Forward & Sensible Approach  Las Vegas, NV
Raymond James Fin Svcs to Investing Las Vegas, NV
Raymond James Fin Svcs Small-Business owners and Qualified plans Las Vegas, NV
02-27-06 Raymond James Fin Svcs Portfolio designs and techniques that maximize Returns Las Vegas, NV
02-28-06 Variable Annuity Specifics National Conference Las Vegas, NV
Qualified Plans & VA's National Conference Las Vegas, NV
Capitas Executive Solutions Non-Qualified Retirement Plans Coral Gables, FL
Raymond James Fin Svcs Unauthorized Insurance Entities Coral Gables, FL
Boston University Certified Financial Planner Certificate Education Coral Gables, FL 1.5 Years
Wall Street Instructors Wealth Transfer Techniques Coral Gables, FL
Wall Street Instructors Ethics for Insurance Agents Coral Gables, FL
Advanced Life School Distribution Planning Tampa, FL
Van Kampen Investments Due Diligence Meeting Chicago, IL 3 Days
2007
Ed Slott Retirement Plans Workshop
Advanced Life School Distribution Planning Tampa, FL 4 Days
HS Dent Demographics School Demographics and Economy Forecasting Tampa, FL 2 Days
FEBSI Federal Employee Benefits Training Atlanta, GA 1 Day
FEBSI Chartered Federal Employee Benefits Consulant Training Atlanta, GA 2 Days




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