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FPA of Miami 16th Annual Symposium Slides


Review presentations from the FPA of Miami's 16th Annual Symposium below!


KEYNOTE Robert Powell CFP® Renowned Journalist

A Journalist’s Take On Retirement Planning






KEYNOTE Bob Veres Writer/commentator in the financial services industry Advisory Firm of the Future




KEYNOTE Dr.David KellyChief Global Strategist J.P. Morgan

Speeding More Slowly: A Guide to the Markets






CONCURRENT Dr. Ross A. Riskin DBA, CPA/PFS, CCFC, MS Tax |The American College of Financial Services

Planning for Change: Tax Updates and Strategies for Success



CONCURRENT Lenore Reiner VP Responsible Investment Strategy Specialist Eaton Vance

Responsible Investing Is Good Business (ESG investing)




CONCURRENT Eric Virgil Virgil and Rubel, LLP

Estate Planning– Ten Ways to Screw it Up


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