Past Practice Management Events
- JOIN US! Sept 25, 2020 | CE Credit | Business Models: The Business case for Outsourced Investment Management| WebinarFri, Sep 25Webinar
- Tue, Oct 02Bessemer Trust, Conference Room
- Tue, Aug 14Evensky & Katz/Foldes Financial WealthAug 14, 2018, 7:30 AMEvensky & Katz/Foldes Financial Wealth, 4000 Ponce de Leon Blvd, Miami, FL 33146, USAOur 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.
- Tue, Jul 10WeWork South of Fifth
- Thu, Jun 07Aon Risk Solutions
- Thursday, April 19th | Improving Expected Risk Adjusted Returns in a Portfolio Using Life Insurance Death BenefitThu, Apr 19EisnerAmper LLP
- Thu, Mar 01UBS AG