• FPA of Miami

Jeff Levine | 10 Essential Questions to Lower Clients’ Tax Liabilities | November 19th, 2020

Re-watch Jeff Levine's (Director of Advisor Education, FPA of Miami Symposium2020 presentation below - login with Run The World Symposium registration credentials.

Navigate to "Past Events" FPA of Miami 2020 Annual Symposium - Enter Event - Select 'Playback' for Jeff Levines Keynote session.

Jeff Levine Slides - FPA of Miami Sympos
Download • 3.79MB

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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.  

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