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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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