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  • FPA of Miami
    • Jun 5, 2020
    • 1 min read

"SECURE Act for Clients' Planning" | June 4, 2020 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.






 



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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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