Past Practice Management Events

  • Sep 25, 2020, 11:00 AM – 12:30 PM
    Webinar
    Business Models: The Business case for Outsourced Investment Management - further details TBA
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  • Tue, Oct 02
    Bessemer Trust, Conference Room
    Oct 02, 2018, 7:30 AM
    Bessemer Trust, Conference Room, 801 Brickell Ave, Miami, FL 33131, USA
    Mark Parthemer (Managing Director, Head of Legacy Planning at Bessemer Trust for Southeast US) will present “Hot Topics in Estate Planning".
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  • Aug 14, 2018, 7:30 AM
    Evensky & Katz/Foldes Financial Wealth, 4000 Ponce de Leon Blvd, Miami, FL 33146, USA
    Our Panelists (Diana Cabrices, Rico Casares & Phil Josephson Esq.) will discuss how to get your practice ready to sell, what legal concerns you should prepare for and how to market to prospective buyers.
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  • Jul 10, 2018, 7:30 AM – 9:00 AM
    WeWork South of Fifth, 429 Lenox Ave, Miami Beach, FL 33139, USA
    Angela Moore CFP®, CRPC®, CFEI (Modern Money Advisor) will co-present with Peter C. Leighton, M.S. Ed., Director of Marketing & Client Relationships (Chepenik Trushin LLP)
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  • Jun 07, 2018, 7:00 AM
    Aon Risk Solutions, 1001 Brickell Bay Dr, 11th Floor, Miami, FL 33131, USA
    An interactive session hosted and moderated by Joe Clark, Chief Growth Officer, Aon Risk Solutions - '14 Items to Execute for Family Safety, Security, and Cyber Protection'.
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  • Apr 19, 2018, 7:30 AM
    EisnerAmper LLP, 1001 Brickell Bay Dr #1400, Miami, FL 33131, USA
    Q&A about how adding a death benefit to a portfolio for a multi-generational family can increase the risk weighted return.
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  • Mar 01, 2018, 8:00 AM – 9:30 AM
    UBS AG, 701 Brickell Ave #3250, Miami, FL 33131, USA
    Practice Management Breakfast: Discussion Sustainable Investing
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  • Tue, Feb 20
    801 Brickell Ave Ste 1050, Miami, FL 33131
    Feb 20, 2018, 7:30 AM – 9:30 AM
    801 Brickell Ave Ste 1050, Miami, FL 33131
    Practice Management Breakfast - Discussion on Tax Reform - presented & hosted by CPA firm RSM
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