FPA of MiamiMar 161 minConnecting with Clients and Growing your Practice in a Virtual World | March 16, 2021
FPA of MiamiJan 191 minSetting your Clients Up for Success: Paying for Long Term Care | January 19, 2021 @12pm
FPA of MiamiDec 14, 20201 minDr. Wade Pfau, PhD | "Retirement Planning During COVID-19"| November 19th, 2020
FPA of MiamiDec 14, 20201 minDr. David Kelly | The pandemic, politics, and policy: A Guide to the Markets| November 19th, 2020
FPA of MiamiDec 14, 20201 minEmily M. Chiang | A Step By Step Succession Planning Process And Procedure | November 19th, 2020
FPA of MiamiDec 14, 20201 minJeff Levine | 10 Essential Questions to Lower Clients’ Tax Liabilities | November 19th, 2020
FPA of MiamiNov 5, 20201 minSpeaker Training Session - "Run The World" Virtual Platform - Symposium 2020
FPA of MiamiNov 4, 20201 minPartner Training Session - "Run The World" Virtual Platform - Symposium 2020
FPA of MiamiOct 27, 20201 minInternational Planning in the Time of Covid | October 27, 2020 Panel Discussion
FPA of MiamiSep 28, 20200 minBusiness Models: The Business case for Outsourced Investment Management | Webinar | Sept 25, 2020
FPA of MiamiJun 26, 20200 minInternational Financial Planning: The New Frontier | June 25th, 2020 Webinar