Wed, Apr 03 | Holland & Knight LLP, 33rd Floor

Wednesday, April 3rd | FPA of Miami Dinner Event

Please join us for this FPA of Miami dinner, featuring a panel discussion on "Preparing Owners for the Sale of a Business" and a presentation on "Planning with Structured Credit".
Registration is Closed

Time & Location

Apr 03, 2019, 5:30 PM – 8:30 PM
Holland & Knight LLP, 33rd Floor, 701 Brickell Ave, Miami, FL 33131, USA

About The Event

Two informative sessions:

1. Preparing Owners for the Sale of a Business - panel discussion led by

Aaron T. Slavens, Esq.

Partner, Holland & Knight - M&A Attorney

Panelists joining Aaron are as follows,

  • Keith Ferry (Director) - Holland & Knight - will moderate the session
  • John Lenahan (Bernstein) - Financial Planning
  • Dan Vetrano (Farlie Turner) - Investment Banking
  • Judd Appel (Berkowitz/Bay Bridge) - Accounting and M&A

    2. Planning with Structured Credit

    Brett Ferguson

    SVP | Senior Structured Credit Executive

    US Trust, Bank of America Private Wealth Management

    $35 for Members of FPA, CFA Society, Greater Miami Tax Institute, and Association Corporate Growth (ACG) South Florida

    $70 for Non-Members

    • Members - FPA, CFA, GMTI, ACG
    • Non-Members

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    Vision:  To elevate the profession that transforms lives through the power of financial planning.


    Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

    © 2018 FPA of Miami.

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