Dan's Activities

Provided Trainings at the Following Engagements:

Snake River Dental Association

The National Sammons Securities Conference in 2008

Midland National Symposium in 2007

Gold Rush Study Group in 2006,2007,2008,2009 and 2010

Rudd and Company

Cooper Norman

Crandall and Company

Crandall and Oseen

Miskin and Associates

Blake Peterson Accounting

Conducted Tax Advantaged Real Estate Trainings for:

Century 21 Advantage

Century 21 Greater Land Co

Teton Valley Realty

Diamond T Realty

Windermere Realty

Sotheby’s

Re/Max

Southeast Idaho Mastermind Group

Greater Idaho Falls Mastermind Group

Due Diligence / Investment Advisory Reviews

Passco Companies LLC

US Energy Development Co

CB Richard Ellis

CNL

Wells REIT

Prudential

1^st Trust Portfolios

Cypress Leasing

Nobel Royalties

INVESCO

Icon Capital

Icon Advisors

Thompson National Properties

Grubb and Ellis

Triple Net

Hines REIT

Ridgewood Energy

Midland Equity Indexed Investments

Bradford Energy

Cole Real Estate

Continuing Education:

 Hartford Monarch Training

 Ed Slot Elite IRA Advisors

Gina Rainey Consulting

Effiquest Consulting

Securities America Conference

Sammons Securities Conference

National Association of Estate and Financial Advisors

Institute of Business and Finance

Securian University – Securian Foundation School

The Covenant Group

The American College – Certified Financial Planner Curriculum

Beard St. Clair – Medicaid Planning Curriculum

Idaho Falls Estate Planning Council