• FPA of Miami

"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.


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