Past Practice Management Events

• JOIN US! Sept 25, 2020 | CE Credit | Business Models: The Business case for Outsourced Investment Management| Webinar

  Fri, Sep 25

  Webinar

  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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• Tuesday, October 2nd | Hot Topics in Estate Planning

  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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• Tuesday, August 14th | Selling Your Advisory and Professional Practice Business

  Tue, Aug 14

  Evensky & Katz/Foldes Financial Wealth

  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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• Tuesday, July10th | Building your practice through Marketing and Networking

  Tue, Jul 10

  WeWork South of Fifth

  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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• Thursday, June 7th | Cyber Security for Clients

  Thu, Jun 07

  Aon Risk Solutions

  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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• Thursday, April 19th | Improving Expected Risk Adjusted Returns in a Portfolio Using Life Insurance Death Benefit

  Thu, Apr 19

  EisnerAmper LLP

  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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• Tuesday, March 1st | Breakfast: Sustainable Investing

  Thu, Mar 01

  UBS AG

  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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• Tuesday, February 20th | Breakfast: Tax Reform

  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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