"Retirement Planning and 401(k) Rollover Options," Merrill Lynch and William Kavanagh, noon, Eighth and Main Building, sixth floor. Registration: William Kavanagh, (804) 343-4226.
"Income Distribution Planning: Emphasis on Principal Preservation and Liquidity," John Dragonas, personalized workshop, 4 p.m., MetLife Mid-Atlantic Financial Group, 6641 W. Broad St., Suite 404. Registration: John Dragonas, (804) 282-7522, ext. 125.
Philosophy, Politics, Economics and Law Program at the University of Richmond, 4 p.m., Jepson Hall, Room 120. George DeMartino of the University of Denver will speak about the global economic crisis and the need for professional ethics among economists. Details: Brian H. Eckert, (804) 287-6659.
Professionals Referral Organization Women's Innsbrook Network, 4 p.m., Café Caturra Short Pump, 3332 Pump Road. Details: Ashley Stefanko, (804) 527-3902, ext. 51605, or ashley.stefanko@libertymutual.com.
Tuesday
Red Cross offers "Disaster Preparedness for Small Businesses" seminar, noon, Red Cross headquarters, 420 E. Cary St. Bring lunch. Registration: cderichmond@usa.redcross.org or (804) 343-2770.
"Retirement Planning and 401(k) Rollover Options," Merrill Lynch and William Kavanagh, noon, Eighth and Main Building, sixth floor. Registration: William Kavanagh, (804) 343-4226.
Synergy Business, noon, Bull & Bear Club, 901 E. Cary St., River Room, 21st floor. RSVP: Bill Rose, war9500@aol.com or info@synergyclub.biz.
"Retirement Plan Rollovers — Know Your Options," Bob Sullivan and Joe McVey with Morgan Stanley Smith Barney, noon and 4 p.m., 600 E. Main St. Details: (804) 644-1104.
Women's Business Center at New Visions, New Ventures, "Get Started on the Path to Owning Your Own Business," noon, 701 E. Franklin St., Suite 712. Details: (804) 643-1081.
Virginia Credit Union, "First-Time Homebuyers" seminar, 6:30 p.m., 7500 Boulder View Drive in the Boulders Office Park. Registration: www.vacu.org/Learn/Seminars.aspx or (804) 323-6800.
Wednesday
Business Owners Institute, "Business Leaders Lunch Workshop," 11:30 a.m., Richmond Country Club, 12950 Patterson Ave. Cost: $13 for lunch. Pay at the door or register at www.businessownersinstitute.biz.
Greater Richmond Association for Commercial Real Estate, 10th annual Commercial Real Estate Awards, 5:30 p.m., Richmond Marriott, 500 E. Broad St. Cost: $75. To register: www.gracre.org.
Southeast High Speed Rail Association, 5:30 p.m., Colony Club, 10 E. Franklin St. Topic: "The Conservative Case for Intercity and Higher Speed Rail." Cost: $25 per person. Registration/details: www.SoutheastHSR.org/Speaker or (804) 864-5193.
Jepson School of Leadership Studies, 7:30 p.m., University of Richmond's Modlin Center for the Arts. Speaker: Ali Velshi of CNN. Topic: "Where in the World are We Going?" Reservations: (804) 289-8980.
Thursday
"Educational Session on Long-Term Care Insurance," 9:30 a.m. and 6:30 p.m., Mid-Atlantic General Agency, 3951 Westerre Parkway, Suite 400. RSVP: Tara Martin, (804) 288-8800.
"Retirement Plan Rollovers — Know Your Options," Bob Sullivan and Joe McVey with Morgan Stanley Smith Barney, noon and 4 p.m., 600 E. Main St. Details: (804) 644-1104.
804UM (eight-oh-forum), 12:30 p.m., Omni Richmond Hotel, 100 S. 12th St. Keynote speaker: Andy Stefanovich of Prophet. Topic: "Provocative Questions and Bold Statements." Cost: $75. Registration: (804) 783-9304.
Commonwealth Financial Services workshop, 4 p.m., The Commonwealth Building, 7301 Forest Ave., second floor conference room. Speaker: Joe Schott. Topic: "Retirement Planning: Work Because You Want to Work, Not Because You Have to Work." Reservations: (804) 673-8910 or commonwealthfinancialservices@verizon.net.
"Roll It, Take It, Leave It: Know Your Employer Retirement Plan Options," by Lee Carroll of Edward Jones, 5:30 p.m., 15516 Westchester Commons Way. Reservations: (804) 897-1127.
Friday
Virginia Society of Association Executives meeting, Wyndham Virginia Crossings, 1000 Virginia Center Parkway. Seminar, 8:30 a.m.; reception, 11 a.m.; and luncheon, 11:45 a.m. Presenter: Doug Moran of If You Will Lead. Topic: "Succession Planning: Not What to Do But HOW to Do It Successfully!" Registration fees: $70 for seminar, $30 for lunch before noon Wednesday; $80 and $35 after that. Registration/details: (804) 747-4971 or www.vsae.org, click on Events.
Deborah Jackson
"Income Distribution Planning: Emphasis on Principal Preservation and Liquidity," John Dragonas, personalized workshop, 4 p.m., MetLife Mid-Atlantic Financial Group, 6641 W. Broad St., Suite 404. Registration: John Dragonas, (804) 282-7522, ext. 125.
Philosophy, Politics, Economics and Law Program at the University of Richmond, 4 p.m., Jepson Hall, Room 120. George DeMartino of the University of Denver will speak about the global economic crisis and the need for professional ethics among economists. Details: Brian H. Eckert, (804) 287-6659.
Professionals Referral Organization Women's Innsbrook Network, 4 p.m., Café Caturra Short Pump, 3332 Pump Road. Details: Ashley Stefanko, (804) 527-3902, ext. 51605, or ashley.stefanko@libertymutual.com.
Tuesday
Red Cross offers "Disaster Preparedness for Small Businesses" seminar, noon, Red Cross headquarters, 420 E. Cary St. Bring lunch. Registration: cderichmond@usa.redcross.org or (804) 343-2770.
"Retirement Planning and 401(k) Rollover Options," Merrill Lynch and William Kavanagh, noon, Eighth and Main Building, sixth floor. Registration: William Kavanagh, (804) 343-4226.
Synergy Business, noon, Bull & Bear Club, 901 E. Cary St., River Room, 21st floor. RSVP: Bill Rose, war9500@aol.com or info@synergyclub.biz.
"Retirement Plan Rollovers — Know Your Options," Bob Sullivan and Joe McVey with Morgan Stanley Smith Barney, noon and 4 p.m., 600 E. Main St. Details: (804) 644-1104.
Women's Business Center at New Visions, New Ventures, "Get Started on the Path to Owning Your Own Business," noon, 701 E. Franklin St., Suite 712. Details: (804) 643-1081.
Virginia Credit Union, "First-Time Homebuyers" seminar, 6:30 p.m., 7500 Boulder View Drive in the Boulders Office Park. Registration: www.vacu.org/Learn/Seminars.aspx or (804) 323-6800.
Wednesday
Business Owners Institute, "Business Leaders Lunch Workshop," 11:30 a.m., Richmond Country Club, 12950 Patterson Ave. Cost: $13 for lunch. Pay at the door or register at www.businessownersinstitute.biz.
Greater Richmond Association for Commercial Real Estate, 10th annual Commercial Real Estate Awards, 5:30 p.m., Richmond Marriott, 500 E. Broad St. Cost: $75. To register: www.gracre.org.
Southeast High Speed Rail Association, 5:30 p.m., Colony Club, 10 E. Franklin St. Topic: "The Conservative Case for Intercity and Higher Speed Rail." Cost: $25 per person. Registration/details: www.SoutheastHSR.org/Speaker or (804) 864-5193.
Jepson School of Leadership Studies, 7:30 p.m., University of Richmond's Modlin Center for the Arts. Speaker: Ali Velshi of CNN. Topic: "Where in the World are We Going?" Reservations: (804) 289-8980.
Thursday
"Educational Session on Long-Term Care Insurance," 9:30 a.m. and 6:30 p.m., Mid-Atlantic General Agency, 3951 Westerre Parkway, Suite 400. RSVP: Tara Martin, (804) 288-8800.
"Retirement Plan Rollovers — Know Your Options," Bob Sullivan and Joe McVey with Morgan Stanley Smith Barney, noon and 4 p.m., 600 E. Main St. Details: (804) 644-1104.
804UM (eight-oh-forum), 12:30 p.m., Omni Richmond Hotel, 100 S. 12th St. Keynote speaker: Andy Stefanovich of Prophet. Topic: "Provocative Questions and Bold Statements." Cost: $75. Registration: (804) 783-9304.
Commonwealth Financial Services workshop, 4 p.m., The Commonwealth Building, 7301 Forest Ave., second floor conference room. Speaker: Joe Schott. Topic: "Retirement Planning: Work Because You Want to Work, Not Because You Have to Work." Reservations: (804) 673-8910 or commonwealthfinancialservices@verizon.net.
"Roll It, Take It, Leave It: Know Your Employer Retirement Plan Options," by Lee Carroll of Edward Jones, 5:30 p.m., 15516 Westchester Commons Way. Reservations: (804) 897-1127.
Friday
Virginia Society of Association Executives meeting, Wyndham Virginia Crossings, 1000 Virginia Center Parkway. Seminar, 8:30 a.m.; reception, 11 a.m.; and luncheon, 11:45 a.m. Presenter: Doug Moran of If You Will Lead. Topic: "Succession Planning: Not What to Do But HOW to Do It Successfully!" Registration fees: $70 for seminar, $30 for lunch before noon Wednesday; $80 and $35 after that. Registration/details: (804) 747-4971 or www.vsae.org, click on Events.
Deborah Jackson
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