Chapter Events - Past | FPA of Miami

Past Events

JOIN US! October 27, 2020 | CE Credit | International Planning in the Time of Covid.

Tue, Oct 27

Webinar

Oct 27, 11:30 AM – 1:00 PM

Webinar

The International Practice Management Group will host a panel to discuss the "International Planning in the Time of Covid."

JOIN US! October 22nd, 2020 | Student Career Panel Discussion

Thu, Oct 22

Webinar

Oct 22, 5:00 PM – 7:00 PM

Webinar

Student Career Panel Discussion - Industry professionals from the wealth management and financial planning fields will share their career stories.

JOIN US! October 15, 2020 | Happy Hour - with a Virtual Sound Healing Session!

Thu, Oct 15

Webinar

Oct 15, 5:00 PM – 6:00 PM

Webinar

Every 3rd Thursday!!! Join us for a special virtual Happy Hour - with a Virtual Sound Healing Session! Led by FPA of Miami Director, Pam Kirkpatrick.

JOIN US! October 15, 2020 | Vanguard Advisor Symposium

Thu, Oct 15

Webinar

Oct 15, 12:00 PM – 4:45 PM

Webinar

At the virtual 2020 Vanguard Advisor Symposium, a live, half-day event, you’ll benefit from the perspectives of our senior leaders and strategists–and even earn CE credit for select sessions.

JOIN US! October 14, 2020 | CE Credit | Climbing the Wall of Worry: Risks and Opportunities Around U.S. Elections

Wed, Oct 14

Webinar

Oct 14, 12:00 PM – 1:00 PM

Webinar

Carillon Tower Advisers Director Matt Orton, will present "Climbing the Wall of Worry: Risks and Opportunities Around U.S. Elections"

JOIN US! October 14, 2020 | Using Holistic and Integrated Planning:Helping Clients Benefit from the Longevity Bonus

Wed, Oct 14

Webex

Oct 14, 11:00 AM – 12:00 PM

Webex

Using Holistic and Integrated Planning: Helping Clients Benefit from the Longevity Bonus

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

Fri, Sep 25

Webinar

Sep 25, 11:00 AM – 12:30 PM

Webinar

Business Models: The Business case for Outsourced Investment Management - further details TBA

JOIN US! September 22, 2020 | CE Credit | Semi-transparent ETFs: The Next Evolution of the ETF Industry

Tue, Sep 22

Webinar

Sep 22, 12:00 PM – 1:00 PM

Webinar

American Century Investments representatives, Wendy Goodyear (Financial Advisor Consultant, South Florida) and Sean Walker (ETF Specialist) will present "Semi-transparent ETFs: The Next Evolution of the ETF Industry".

JOIN US! September 21-25, 2020 | The Ultimate Advisor Virtual Event

Mon, Sep 21

Webinar

Sep 21, 12:00 PM – Sep 25, 2:00 PM

Webinar

The Ultimate Advisor Virtual Summit is a 5-Day Summit created to help provide financial advisors with the tools, resources & strategies necessary to geometrically grow their practices during this challenging time.

JOIN US! September 17, 2020 | Happy Hour! Every 3rd Thursday!!!

Thu, Sep 17

Webinar

Sep 17, 5:00 PM – 6:00 PM

Webinar

Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.

JOIN US! September 17, 2020 | What advisors and CFP® professionals need to know about Regulatory Exams and Audits.

Thu, Sep 17

Webinar

Sep 17, 11:00 AM – 12:00 PM

Webinar

What financial advisors and CFP® professionals need to know about Regulatory Exams and Audits.

JOIN US! September 15th, 2020 | Monetizing Home Equity to Benefit Clients

Tue, Sep 15

Webinar

Sep 15, 1:00 PM – 2:00 PM

Webinar

AAG Representatives Ryan S. Ponsford and Hank Sanders will present the topic "Monetizing home equity to benefit clients and your business in ways you didn’t know existed".

JOIN US! September 10th, 2020 | CE Credit | Life Settlement Guide to Navigating the Market

Thu, Sep 10

Webinar

Sep 10, 1:00 PM – 2:00 PM

Webinar

In our new world of Fiduciary Law & Best Interest Practices, Life Settlements have emerged as a necessary component of estate planning. Welcome Funds Inc. National Sales Director for Life Settlements, Mark Isenman will present “Life Settlement Guide to Navigating the Market”.

JOIN US! August 20, 2020 | Happy Hour! Every 3rd Thursday!!!

Thu, Aug 20

Webinar

Aug 20, 5:00 PM – 6:00 PM

Webinar

Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.

JOIN US! July 23, 2020 | CE Credits (2) | Not Your Typical Online CFP Ethics Course

Thu, Jul 23

Webinar

Jul 23, 3:00 PM – 5:00 PM

Webinar

What’s the same? It fulfills the 2-hour ethics requirement for CFP® recertification. What’s different? Melissa Kemp has taken a unique and interactive approach to the CFP Board of Standards Ethics Course!

JOIN US! July 21, 2020 | CE Credit | Maneuvering Through Volatility

Tue, Jul 21

Webinar

Jul 21, 12:00 PM – 1:00 PM

Webinar

Harbor Funds will present "Maneuvering Through Volatility". Join the Maneuvering through Volatility webinar for a robust discussion and actionable insights that will help you implement strategies to help manage ongoing periods of market volatility for your clients.

JOIN US! July 16, 2020 | Happy Hour! Every 3rd Thursday!!!

Thu, Jul 16

Webinar

Jul 16, 5:00 PM – 6:00 PM

Webinar

Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.

JOIN US! July 16, 2020 | CE Credit | Vanguard Economic and Market Outlook

Thu, Jul 16

Webinar

Jul 16, 12:30 PM – 1:30 PM

Webinar

This presentation will review current economic and investment trends and their potential risks and implications for the economy, the markets, and your clients. This session also looks at risks to economic growth and at the labor market, monetary policy, and inflation.

JOIN US! July 1, 2020 | CE Credit | Long-term Care Insurance Concepts

Wed, Jul 01

Webinar

Jul 01, 12:00 PM – 1:00 PM

Webinar

Ash Brokerage National Spokesperson for Disability Income/Long-Term Care, Bryan Langdon and Richard Newman Life Audit Professional, LLC will present "Long-term Care Options".

JOIN US! June 25, 2020 | Home Equity Solutions for Mass Affluent Retirees in an Uncertain Market

Thu, Jun 25

Webinar

Jun 25, 12:00 PM – 1:00 PM

Webinar

Home Equity Solutions for Mass Affluent Retirees in an Uncertain Market.

JOIN US! June 25, 2020 | CE Credit| “International Financial Planning: The New Frontier"

Thu, Jun 25

Webinar

Jun 25, 11:00 AM – 12:30 PM

Webinar

The International Practice Management Series will kick-off with a session entitled “International Financial Planning: The New Frontier."

JOIN US! June 24, 2020 | CE Credit | Federal Reserve Bank: Latest News and Information

Wed, Jun 24

Webinar

Jun 24, 11:00 AM – 12:00 PM

Webinar

Given the unprecedented nature of the Covid-19 crisis and the Fed’s massive response, many are asking what is next and how far can this go? Complimentary webinar with Mr. Christopher Oakley, Vice President and regional executive of the Federal Reserve Bank of Atlanta, Jacksonville Branch,

JOIN US! June 23, 2020 | CE Credit | Strategies for Earnings and Special Events

Tue, Jun 23

Webinar

Jun 23, 4:30 PM – 5:30 PM

Webinar

TD Ameritrade Institutional Strategists, Mike Turvey, CFP®, CMT, Clint Cowles, CMT and Michael McKerr will present "Strategies for Earnings and Special Events".

JOIN US! June 18, 2020 | Happy Hour! Every 3rd Thursday!!!

Thu, Jun 18

Webinar

Jun 18, 5:00 PM – 6:00 PM

Webinar

Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.

JOIN US! June 17, 2020 | Florida Statewide Webinar on New CFP Board Compliance Toolkit

Wed, Jun 17

Webinar

Jun 17, 11:00 AM – 12:00 PM

Webinar

With the June 30, 2020 enforcement date, all CFP® Professionals will soon be required to adhere to the new CFP Board Code of Ethics and Standards of Conduct. To help FPA members comply with these new standards an FPA Compliance Toolkit for the New CFP® Standards has been created.

JOIN US! June 12, 2020 | Creating Spaces: Managing Conversations with Colleagues and Clients

Fri, Jun 12

Webinar

Jun 12, 2:30 PM – 3:30 PM

Webinar

Join the Financial Planning Association of Miami in a roundtable panel event to discuss recent events and how to have difficult conversations with clients, co-workers and employees.

JOIN US! June 11, 2020 | "How to Reduce Stress and be Empowered and Connected"

Thu, Jun 11

Webinar

Jun 11, 5:00 PM – 6:30 PM

Webinar

Please join us for a session with LISSETTE - an instructor focused on Pranayama breathing and energetic meditation. Open to all!!!

JOIN US! June 10th | OPEN FOR OPPORTUNITY How to Deliver Value & Drive Growth in Any Market

Wed, Jun 10

Webinar

Jun 10, 10:00 AM – 11:30 AM

Webinar

Free industry wide web series with Stephanie Bogan, Michael Kitces, Suzanne Siracuse and Adam Cmejla of Limitless Adviser Coaching. OPEN FOR OPPORTUNITY| How to Deliver Value & Drive Growth in Any Market.

JOIN US! June 9, 2020 | CE Credit | Themes for a New Normal: Making Sense of Market Volatility

Tue, Jun 09

Webinar

Jun 09, 12:00 PM – 1:00 PM

Webinar

Carillon Tower Advisers Director Matt Orton, will present "Themes for a New Normal: Making Sense of Market Volatility and the Opportunities It Can Create"

SECURE Act | June 4 | CE Credit | Webinar

Thu, Jun 04

Webinar

Jun 04, 12:30 PM – 2:00 PM

Webinar

A CE presentation not to be missed - "SECURE Act for Clients' Planning" presented by Lance Lvovsky, CPA , Marcum LLP, and Adam Schucher, Esq. Katz Barron. The event will be moderated by Philip Herzberg, CFP®, CTFA, AEP®, MSF, Client Advisor, The Lubitz Financial Group.

JOIN US! June 3rd | OPEN FOR OPPORTUNITY How to Deliver Value & Drive Growth in Any Market

Wed, Jun 03

Webinar

Jun 03, 10:00 AM – 11:30 AM

Webinar

JOIN US! May 28, 2020 | CE Credit | Business Models: The Road to Independence from Compliance Side | Webinar

Thu, May 28

Webinar

May 28, 12:00 PM – 1:00 PM

Webinar

If you are considering going Independent or have now decided that this is the path for your practice, join us to learn about what your next steps are to get prepared to launch your own RIA.

JOIN US! May 21, 2020 | Happy Hour!

Thu, May 21

Webinar

May 21, 5:00 PM – 6:00 PM

Webinar

Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.

JOIN US! May 15, 2020 | CE Credit | Women and Investing | Webinar

Fri, May 15

Webinar

May 15, 12:00 PM – 1:00 PM

Webinar

T.Rowe Price executives Wayne C. Ewan and Katie Erich will present on the topic of "Women and Investing". The session will be moderated by FPA of Miami Director Danqin Fang.

JOIN US! May 13, 2020 | South Florida Financial Planning Community “Check-In"

Wed, May 13

Webinar

May 13, 2:00 PM – 3:00 PM

Webinar

Come prepared to share and hear how your professional peers are managing through the COVID-19 crisis, advising clients, and dealing with the new remote reality - for all chapter members and partners of our local financial planning community.

JOIN US! May 1, 2020 | CE Credit | Behavioral Finance - Guiding Clients During Turbulent Times

Fri, May 01

Webinar

May 01, 11:00 AM – 12:00 PM

Webinar

Fidelma Fariñas-Cobas (Senior Investment Consultant - City National Rochdale) will present on the topic "Behavioral Finance | Guiding Clients During Turbulent Times".

JOIN US! April 28, 2020 | Business & Compliance Models: Demystified Webinar

Tue, Apr 28

Webinar

Apr 28, 8:30 AM – 10:00 AM

Webinar

The purpose of this group will be to discuss the opportunities and challenges of running your own business either affiliated with an Independent Broker Dealer, Corporate RIA or through your own Independent RIA.

JOIN US! April 24, 2020 | CE Credit | Incorporating the Housing Asset In Retirement Planning | Webinar

Fri, Apr 24

Webinar

Apr 24, 12:30 PM – 1:30 PM

Webinar

Josh Blum ( Home Equity Retirement Specialist - Mutual of Omaha) will present on the topic "Incorporating the Housing Asset In Retirement Planning".

Tuesday April 15th | Five Actions to Help Your Elderly Clients During the COVID-19 Crisis

Wed, Apr 15

Webinar

Apr 15, 2:00 PM – 3:00 PM

Webinar

Webinar: Five Actions to Help Your Elderly Clients During the COVID-19 Crisis - 1 CFP Credit

Tuesday April 7th | How to Use the 7-Step Process to Build Trust, Commitment and Impact in Turbulent Times

Tue, Apr 07

Webinar

Apr 07, 2:00 PM – 3:00 PM

Webinar

Webinar: How to Use the 7-Step Process to Build Trust, Commitment and Impact in Turbulent Times - 1 CFP Credit

Wednesday, February 19th | Chapter Dinner

Wed, Feb 19

Federal Reserve Bank of Atlanta (Doral)

Feb 19, 5:00 PM – 7:30 PM

Federal Reserve Bank of Atlanta (Doral), 9100 NW 36th St, Miami, FL 33178, USA

Federal Reserve Economic update - presented by Karen Gilmore (Vice President and Regional Executive for Federal Reserve Bank of Atlanta - Miami Branch)

Fundamentals of Private Equity and Private Debt | Chapter Dinner | Wednesday, January 29th

Wed, Jan 29

KPMG LLP | Brickell City Centre

Jan 29, 5:30 PM – 8:00 PM

KPMG LLP | Brickell City Centre, 78 SW 7th St, Miami, FL 33130, USA

The FPA of Miami will kickoff 2020 with a very special dinner program, Fundamentals of Private Equity and Private Debt: Practical Considerations for Professional Advisors, hosted by KPMG. Speakers include Alex Denault, KPMG; Jamie Elias, Trivest Partners; Pat Gimlett, AB-Private Credit Investors

FPA of Miami 14th Annual Symposium

Thu, Nov 21

Rusty Pelican Miami

Nov 21, 2019, 8:00 AM – 4:00 PM

Rusty Pelican Miami , 3201 Rickenbacker Causeway, Key Biscayne, FL 33149, USA

The 14th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2019. The event will be held at the Rusty Pelican, Key Biscayne (8am start) - 9 sessions, qualifies for 7 hours of CE credit, and features an all-star lineup of presenters.

ALTSMIA2019

Thu, Nov 07

JW Marriott Miami

Nov 07, 2019, 8:00 AM – 7:00 PM

JW Marriott Miami, 1109 Brickell Ave, Miami, FL 33131, USA

Join the industry's leading experts from across the alternative investment spectrum for a full day of engaging discussion, education and commentary. Learn from experts, connect with colleagues and network with peers at the Annual ALTSMIA Conference.

Thursday, October 17th | Partner Event with Estate Planning Council

Thu, Oct 17

Akerman LLP, Brickell City Centre

Oct 17, 2019, 5:00 PM – 8:00 PM

Akerman LLP, Brickell City Centre , 98 SE 7th St, #1100, Miami, FL 33131, USA

Two dynamic sessions: 1) "Powers of Deduction: Tax-Saving Strategies Under the Legislation Formerly Known as the Tax Cuts and Jobs Act”, and 2) “Asset Protection Planning” Two (2) CE Credits available - CFP, CLE & CPE

FPA Women Advisor/Nexgen Dinner & Networking

Tue, Oct 15

Aon Private Risk Management: Suite 1100

Oct 15, 2019, 5:30 PM – 8:00 PM

Aon Private Risk Management: Suite 1100, 1001 Brickell Bay Dr, Miami, FL 33131, USA

Please join us for our Women's Council/Nexgen dinner event! Discussion focus - "Lever up - How to advance your career in Financial Planning".

Thursday, September 26th | "Planning for Long Term Care....it's not just for your Parents"

Thu, Sep 26

Offices of Louis Berlin

Sep 26, 2019, 7:30 AM – 9:00 AM

Offices of Louis Berlin, 20700 W Dixie Hwy, Aventura, FL 33180, USA

"Planning for Long Term Care...it's not just for your Parents". Panel discussion with Louis Berlin (Financial, Business and Personal mentor); Andrew Bellinson (focused on Medicaid Law / Crisis Management Elder Law ); plus a Care Management Specialist (TBD).

Thursday, September 19th | Chapter Dinner Event

Thu, Sep 19

EAST, Miami

Sep 19, 2019, 5:30 PM – 8:30 PM

EAST, Miami, 788 Brickell Plaza, Miami, FL 33131, USA

Come meet with other top financial planning professionals in the community for a fun night of networking at the EAST Hotel. Industry partners will lead high-top table discussions on relevant topics in financial planning.

Wednesday, July 17th | Planning for Service at United Way with Catalyst Miami

Wed, Jul 17

United Way of Miami Dade

Jul 17, 2019, 8:00 AM – 9:30 AM

United Way of Miami Dade , 3250 SW 3rd Ave, Miami, FL 33129, USA

Planning for Service will be a community-service themed breakfast for FPA members and prospective members at the United Way of Miami-Dade, Center for Excellence in Early Education. Along with Catalyst Miami, the breakfast discussion will cover ways to be more involved in community service.

Wednesday, July 10th | Code of Ethics and Standards of Conduct

Wed, Jul 10

Courtyard by Marriott Miami D/T-Brickell

Jul 10, 2019, 2:00 PM – 4:00 PM

Courtyard by Marriott Miami D/T-Brickell, 200 SE 2nd Ave, Miami, FL 33131, USA

Code of Ethics and Standards of Conduct. The Session satisfies the CFP® Board two (2) hour Ethics requirement.

Friday June 14th | Caring for Qualified Plans:Best practices for Advisors and Sponsors to help Plans Grow and Thrive."

Fri, Jun 14

Pension Services, Inc., Suite 900

Jun 14, 2019, 8:00 AM – 9:30 AM

Pension Services, Inc., Suite 900, 3150 SW 38th Ave, Miami, FL 33146, USA

The focus of the discussion and topic will be on the Fiduciary administration aspect of Qualified Plans, specifically "Caring for Qualified Plans: Best practices for Advisors and Sponsors to help Plans Grow and Thrive."

Wednesday, May 22nd | Breakfast: "Helping International Clients Invest in the U.S. and Stay"

Wed, May 22

Duane Morris LLP

May 22, 2019, 8:00 AM – 9:30 AM

Duane Morris LLP, 201 S Biscayne Blvd # 3400, Miami, FL 33131, USA

Ram Shastri (Katz Barron) will be joined by two attorney panelists to discuss - "Helping International Clients Invest in the U.S. and Stay"

Wednesday May 8th | Chapter Dinner Event with CFA Society Miami

Wed, May 08

EAST, Miami

May 08, 2019, 5:30 PM – 7:45 PM

EAST, Miami, 788 Brickell Ave, Miami, FL 33131, USA

This will be a special joint dinner event with CFA Society Miami at the premier East Miami Hotel in Brickell, 38th Floor. There will be networking (5:30-6:30) followed by a presentation (6:45-7:45) entitled "Non-Traditional and Alternative Assets in IRA's".

Wednesday, April 3rd | FPA of Miami Dinner Event

Wed, Apr 03

Holland & Knight LLP, 33rd Floor

Apr 03, 2019, 5:30 PM – 8:30 PM

Holland & Knight LLP, 33rd Floor, 701 Brickell Ave, Miami, FL 33131, USA

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".

Wednesday, January 23rd | Chapter Dinner

Wed, Jan 23

Watsco Center - UM

Jan 23, 2019, 5:30 PM – 8:30 PM

Watsco Center - UM, 1245 Dauer Dr, Coral Gables, FL 33146, USA

Two dynamic sessions: 1) Incapacity Planning, with Bart Chepenik of Chepenik Trushin 2) The Evolution of Advice, with Saul Mendoza of Vanguard

Tuesday, September 25th | Chapter Dinner Event with CFA Society Miami (1)

Thu, Oct 11

Shutts & Bowen LLP

Oct 11, 2018, 5:30 PM – 9:30 PM

Shutts & Bowen LLP, 200 S Biscayne Blvd #4100, Miami, FL 33131, USA

This will be a special joint dinner event with CFA Society Miami at the beautiful law offices of Shutts & Bowen. The presentations are "Cyber Currencies from an Investment, Legal & Tax Perspective" & "Maximizing Property Tax Savings through Property Tax Management Strategies & Due Diligence".

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'.

Tuesday, May 29th | University of Miami

Tue, May 29

Watsco Center

May 29, 2018, 5:30 PM – 8:00 PM

Watsco Center , 1245 Dauer Dr, Coral Gables, FL 33146, USA

Two dynamic presentations, 1) A Reverse Mortgage Strategy Update - with focus on retirement income and other financial planning implications. 2) Marketing & Branding for the Financial Planning Professional

Tuesday, April 24th | Brickell | Joint Dinner Event with FPA of Miami, ACG South Florida & Greater Miami Tax Institute

Tue, Apr 24

Holland & Knight

Apr 24, 2018, 5:30 PM – 8:00 PM

Holland & Knight, 701 Brickell Ave , Suite 3300, Fl, Miami, FL 33131, USA

Talking M&A/ Nuances of Buying & Selling a Business Talking Tax Residency/Domicile Hosted by the law firm Holland & Knight

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.

March 28th Chapter Dinner | A.I. & Advisor Alpha

Wed, Mar 28

Watsco Center

Mar 28, 2018, 5:30 PM – 8:00 PM

Watsco Center, 1245 Dauer Dr, Coral Gables, FL 33146, USA

"ARTIFICIAL INTELLIGENCE - separating fact from fiction and hype from reality" and "PUTTING A VALUE ON YOUR VALUE - Vanguard Quantifying Advisor’s Alpha"

FPA Brickell Networker

Wed, Mar 21

Batch Gastropub: Miami

Mar 21, 2018, 6:00 PM – 7:30 PM

Batch Gastropub: Miami, 30 SW 12th St, Miami, FL 33130, USA

Please join us for our first Networker of 2018! The event will be held at the Batch Gastopub in Brickell.

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

February 27th | Joint Dinner Event | FPA of Miami & CFA Society Miami | Hosted by Bilzin Sumberg

Tue, Feb 27

Bilzin Sumberg

Feb 27, 2018, 5:30 PM – 8:00 PM

Bilzin Sumberg, 1450 Brickell Avenue, 23rd Floor, Miami, FL 33131, USA

Please join us for a very special joint dinner event between the Financial Planning Association of Miami & CFA Society Miami. WHAT ADVISORS SHOULD BE DISCUSSING WITH CLIENTS POST TAX REFORM From Bilzin Sumberg THE FUTURE OF INVESTMENT MANAGEMENT FEES from AllianceBernstein

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

Monday, January 29th | Chapter Dinner

Mon, Jan 29

Watsco Center

Jan 29, 2018, 5:30 PM – 8:00 PM

Watsco Center, 1245 Dauer Dr, Coral Gables, FL 33146, USA

"Cyber Security Update" with Kaufman Rossin & "Taking An Alternative Path - From Asset Manager to Income Manager" with S2K Financial