The Dalton Review® Traditional Classroom Schedule

 

Get prepared on your schedule when and how you want.

 

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Kickoff Plan & Office Hours
 Nov 2019
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments  (3:30 - 5:30pm CT)
Lisa Pender (8/23) & Josh Wohlberg/Lisa Pender (9/13)
Aug 23 & Sept 13
Tax, Retirement, Estate   (3:30 - 5:30pm CT)
Mariette O'Malley
Sept 6 & 20

 

Traditional Classroom Schedule

(locations TBD unless otherwise indicated below)

                                                          8:00am - 6:00pm Local TimeNov 2019
CFP® Exam
Atlanta
ROAM Innovative Work Space
5815 Windward Pkwy
Suite 302
Alpharetta, GA 30005
Oct 9-12 - Neil Brown
Boston
Element Boston Seaport District
391-395 D Street
Boston, MA 02210
Oct 2-5 - John Pallaria
Chicago
Northwestern University
Wieboldt Hall
Room 703
339 E Chicago Avenue
Chicago, IL 60611
Oct 9 & 10 - Ron Scott
Oct 11 & 12
Dallas
Magnolia Hotel Park Cities
6070 North Central Expressway
Dallas, TX 75206
Oct 9 & 10 - David Klein
Oct 11 & 12 - Thomas Langdon
Denver
Hilton Garden Inn South Park Meadows
9290 Meridian Boulevard
Englewood, CO 80112

Oct 15-18 - Jeff Rattiner
 
Edina/Bloomington
Mankato State University
Graduate & Professional Education Center
7700 France Avenue South
Suite 500
Edina, MN 55435
Oct 3-6  - Dan Hiebert
& Josh Wohlberg
Houston
Rice University
School of Continuing Studies
Anderson-Clarke Center
Rooms 107 & 108
Houston, TX 77005
Sept 25-28 - Rey Belyeu
LA/Irvine
University of California Irvine
Continuing Education
510 E Peltason Drive
Oct 2-3 Rooms 3050-3060
Oct 4-5 Room Yosemite AB
Irvine, CA 92618
Oct 2-5 - Jeff Rattiner
NYC
 Sheraton New York Times Square Hotel

811 7th Avenue

W 53rd St

New York, NY 10019
Sept 25 & 26 - David Klein
Sept 27 & 28 - Mariette O'Malley
Phoenix
United Planners Headquarters
7333 East Doubletree Ranch Roach
Suite 130
Scottsdale, AZ 85258
Oct 10-13 - Jeff Rattiner
San Francisco
DoubleTree by Hilton Hotel San Jose
San Carlos Classroom
2050 Gateway Place
San Jose, California 95110
Sept 25-28 - Jeff Rattiner
 
Washington, DC
George Mason University
Van Metre
Room 113
3351 Fairfax Drive
Arlington, VA 22201
Sept 25 & 26 - Mariette O'Malley
Sept 27 & 28 - David Klein

*Dress is casual.

Students can also attend any of the virtual reviews for The Dalton Review.

Post Review Office Hours
Instructor Office HoursNov 2019
CFP® Exam
Fundamentals, Insurance, Investments  (3:15 - 5:15PM CT)Nov 1
Tax, Retirement, Estate  (5:30 - 7:30PM CT)
Sherri Donaldson
Nov 1

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