| Date | Beneficiary | Host | Event | Location |
|---|---|---|---|---|
| 08/26/08See invite | Bank of America, Genworth, Allstate, AEGON, Capitol One, Edward Jones, Fidelity, Mastercard, Mutual of Omaha, Nationwide, Principal Financial Group, State Farm, NASDAQ, US Bank, Visa, Wachovia, Wells Fargo, Charles Schwab Corp. | FSR Financial Literacy Brunch | Mile High Station (2027 West Lower Colfax Ave, Denver) | |
| 05/22/08See invite | Sen. Ben Cardin (D, MD) | Fidelity, Wachovia, SIFMA Securities Industry & Financial Mkt Assn, Ameriprise | Bagels with Ben | 101 Constitution Ave NW Suite 350 East |