Past Practice Management Events

  • JOIN US! Sept 25, 2020 | CE Credit | Business Models: The Business case for Outsourced Investment Management| Webinar
    Sep 25, 2020, 11:00 AM – 12:30 PM
    Business Models: The Business case for Outsourced Investment Management - further details TBA
  • Tuesday, October 2nd | Hot Topics in Estate Planning
    Tue, Oct 02
    Bessemer Trust, Conference Room
    Oct 02, 2018, 7:30 AM
    Bessemer Trust, Conference Room, 801 Brickell Ave, Miami, FL 33131, USA
    Mark Parthemer (Managing Director, Head of Legacy Planning at Bessemer Trust for Southeast US) will present “Hot Topics in Estate Planning".
  • Tuesday, August 14th | Selling Your Advisory and Professional Practice Business
    Aug 14, 2018, 7:30 AM
    Evensky & Katz/Foldes Financial Wealth, 4000 Ponce de Leon Blvd, Miami, FL 33146, USA
    Our Panelists (Diana Cabrices, Rico Casares & Phil Josephson Esq.) will discuss how to get your practice ready to sell, what legal concerns you should prepare for and how to market to prospective buyers.
  • Tuesday, July10th | Building your practice through Marketing and Networking
    Jul 10, 2018, 7:30 AM – 9:00 AM
    WeWork South of Fifth, 429 Lenox Ave, Miami Beach, FL 33139, USA
    Angela Moore CFP®, CRPC®, CFEI (Modern Money Advisor) will co-present with Peter C. Leighton, M.S. Ed., Director of Marketing & Client Relationships (Chepenik Trushin LLP)
  • Thursday, June 7th | Cyber Security for Clients
    Jun 07, 2018, 7:00 AM
    Aon Risk Solutions, 1001 Brickell Bay Dr, 11th Floor, Miami, FL 33131, USA
    An interactive session hosted and moderated by Joe Clark, Chief Growth Officer, Aon Risk Solutions - '14 Items to Execute for Family Safety, Security, and Cyber Protection'.
  • Thursday, April 19th | Improving Expected Risk Adjusted Returns in a Portfolio Using Life Insurance Death Benefit
    Apr 19, 2018, 7:30 AM
    EisnerAmper LLP, 1001 Brickell Bay Dr #1400, Miami, FL 33131, USA
    Q&A about how adding a death benefit to a portfolio for a multi-generational family can increase the risk weighted return.
  • Tuesday, March 1st | Breakfast: Sustainable Investing
    Mar 01, 2018, 8:00 AM – 9:30 AM
    UBS AG, 701 Brickell Ave #3250, Miami, FL 33131, USA
    Practice Management Breakfast: Discussion Sustainable Investing
  • Tuesday, February 20th | Breakfast: Tax Reform
    Tue, Feb 20
    801 Brickell Ave Ste 1050, Miami, FL 33131
    Feb 20, 2018, 7:30 AM – 9:30 AM
    801 Brickell Ave Ste 1050, Miami, FL 33131
    Practice Management Breakfast - Discussion on Tax Reform - presented & hosted by CPA firm RSM