January
Tuesday, January 12
Chapter Ethics Meeting
Suitability of Annuity and Life Insurance Products for Seniors.
This 3-hour program fulfills both the Senior Suitability (CE-9911) requirement for Florida Insurance Relicensing and the 2-hour Ethics/Practice Standards requirement for CFP recertification. |
February
Tuesday, February 9
FPA Miami-Dade & CFA Miami Joint Dinner Meeting
Alice in the Wonderland of Estate Taxes – Curiouser and Curiouser
Presented by Michael A. Dribin, JD, LLM; Broad and Cassel
|
APRIL
Tuesday, April 20
Chapter Dinner Meeting
$3 Trillion in Neglected Wealth — How to Get Your Share
Presented by Dave Moran, CFP®, CLU, ChFC
Helping Clients Age Gracefully: Navigating the Elder Care Maze
Presented by Rona Bartelstone, LCSW, BCD, CMC, C-ASWCM; Alex Cuello, JD, LLM; William R. Dyess, CLTC; and Dolores Perdomo, Ph.D., LCSW |
May
Wednesday, May 19
5th Annual Symposium
Into the Light: Empowering Our Profession in 2010
Featuring Kathleen Day, Barry Gottlieb, Tom Higgins, Michael Kitces, Richard Alan Lehrman and Mitchell Marenus
UM’s BankUnited Center Multipurpose & Hurricane 100 Rooms, 1245 Dauer Dr., Coral Gables |
JULY
Tuesday, July 20
Chapter Dinner Meeting
The Social Media Revolution
in the Financial Services Industry
Melissa Raskin
How to Protect Your Cash and
Obtain Residential Mortgage
Financing in Today’s Banking Climate
Jay Pelham, CFP®
|
SEPTEMBER
Tuesday, September 21
Chapter Dinner Meeting
Further details to follow
|
