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What a Month of Joint Events!


October 18th Joint FPA/EPC Dinner

The October 18th FPA/ Estate Planning Council joint dinner event was a huge success, with over 60 attendees at the Hyatt Regency Miami! FPA members were able to network with leading trust and estate planning professionals and hear two excellent presentations: Proactive IRA Planning Strategies After Tax Reform from Philip Herzberg, CFP®, CTFA, AEP®, MSF &Business Succession Planning: Practical, Financial & Income Tax Concerns from Jerry Hesch, Esq. 


September 25th Joint FPA/CFA Society Dinner

Likewise, the September 25th FPA/ CFA Society Miami joint dinner event was also a huge success, with over 60 attendees at Shutts! FPA members were able to network with leading money managers and hear two dynamic presentations: Cyber-Currencies from the Investment, Legal & Tax Perspective, with Ron Holloway, Lance Lvovsky, CPA, and Daniel Stabile, Esq; and Maximizing Property Tax Savings through Property Tax Management Strategies & Due Diligence, from Adam Cappel. 


Thanks to everyone who came out!

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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.  

© 2018 FPA of Miami.

6815 Biscayne Blvd | Suite 103 #323 | Miami, FL 33138 

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