Past Practice Management Events
- Tuesday, October 2nd | Hot Topics in Estate PlanningTue, Oct 02Bessemer Trust, Conference Room
- Tuesday, August 14th | Selling Your Advisory and Professional Practice BusinessTue, 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.
- Tuesday, July10th | Building your practice through Marketing and NetworkingTue, Jul 10WeWork South of Fifth
- Thursday, June 7th | Cyber Security for ClientsThu, Jun 07Aon Risk Solutions
- Thursday, April 19th | Improving Expected Risk Adjusted Returns in a Portfolio Using Life Insurance Death BenefitThu, Apr 19EisnerAmper LLP