• FPA of Miami

Oct. 18th Dinner with Estate Planning Council up next!

Dear fellow FPA of Miami member,

Estate Planning Council

I hope you are doing well and enjoying your fall…

I am excited to share details of our upcoming special dinner meeting on October 18th with the Estate Planning Council of Greater Miami from 5:30 – 8:30 PM at the Hyatt Regency Miami. We have been in discussions with the EPC for a year about a joint event, and it is finally here.

At the joint event, there will be great networking opportunities to connect with Miami’s top trust & estate planning professionals, as well as hear two dynamic presentations from all-stars in our field. Phil Herzberg, CFP®, current EPC President and former FPA President will be presenting on the topic of “Proactive IRA Planning Strategies after Tax Reform”; and Jerry Hesch, Esq., renowned estate planning attorney will be presenting on the topic of “Business Succession Planning: Practical, Financial, and Income Tax Concerns”. As always, both compelling presentations qualify for CFP® continuing education credits.

This is another exceptional opportunity to come out and learn for only $35, as well as meet some new people that can help your business. I truly hope to see you out there and that the FPA of Miami will show up in strength - just like last month’s very successful joint dinner event with CFA Society Miami at Shutts & Bowen.

You can register today at:

Last, if you haven’t already, be sure to check-out our lineup for the upcoming 13th Annual Symposium on Thursday, November 29th at Akerman, highlighted by keynote speaker Dr. David Kelly, J.P. Morgan Chief Global Strategist. With just 56 days remaining, we are nearing capacity, so be sure to register ASAP at before it’s too late.

Looking forward to seeing you again soon.

Best regards,


John E. Lenahan, CFP®, CIMA®, ChFC®

FPA of Miami President

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