Upcoming Engagements |
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Recent Engagements |
2010-02-24 | North Dade/South Broward Estate Planning Council Meeting
Title: Wealth Preservation, Business & Estate Planning
(1 hour: CLER #-9 general; CPE is tech. Biz; SPGO #20-250051)
Location: Holiday Inn, 2905 Sheridan Street, Hollywood, FL
Time: 5:45 p.m. |
2009-05-02 | Conference: The Florida Bar Continuing Legal Education Committee and the Out-of-State Division present Practice Updates and Prospectives for Tough Economic Times
Title: Estate Planning and Asset Protection in Uncertain Times
Location: New York, NY
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2009-04-08 | The Breakfast Club Meeting of the Broward Health Foundation
Title: Asset Protection in the Current Creditor Infused Environment
Location: Ft. Lauderdale, Florida - Broward General Medical Center
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2009-01-22 | Seminar Hosted by Wachovia Securities
Title: Investing in Today's Market
Location: Palm Beach, FL
Time: 11:30 a.m. |
2008-12-10 | The Breakfast Club: The networking sensation for wealth management and financially oriented professionals
Title: Best Practices for Year-End Giving
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2008-10-10 | Probate & Pumpernickel Luncheon: A Continuing Education Forum hosted by JP Morgan and Joyce M. Boyer
Title: Planning in a Low Interest Environment
Location: Boca Raton, FL |
2008-09-17 | Seminar hosted by John Hancock Financial Partners
Title: Wealth Preservation Planning 2008
Location: Boca Raton, FL and John Hancock Financial Partners satellite offices |
2008-05-06 & 13 | Conference hosted by Morris Law Group
Title: Wealth Preservation Planning 2008
Location: Boca Raton, FL
Time: 4:30 p.m. - 8:30 p.m. |
2007-03-29 | Conference hosted by Oppenheimer & Co. Inc.
Title: Advanced Estate Tax Planning: The Benefits of Trusts & Wills
Location: Ft. Lauderdale, FL
Time: 4:30 p.m. - 8:30 p.m. |
2007-04-04 | Smith Barney Conference
Title: Life Insurance Planning & Strategies
Location: Boca Raton, FL
Time: 12:00 p.m. - 1:00 p.m. |
2007-03-07 | Smith Barney
Title: Life Insurance Planning & Strategies
Location: Boca Raton, FL
Time: 12:00 p.m. - 1:00 p.m. |
2007-03-06 | Smith Barney
Title: Life Insurance Planning & Strategies
Location: Hallandale, FL
Time: 12:00 p.m. - 1:00 p.m. |
2007-03-01 | Smith Barney
Title: Life Insurance Planning & Strategies
Location: Ft. Lauderdale, FL
Time: 12:00 p.m. - 1:00 p.m. |
2007-02-10 | Conference: The Florida Bar Continuing Legal Education Committee and the Out-of-State Division present Practical Solutions for Inter-State Client Legal Services
Title: "The New Florida Trust Code and Other New Developments"
Location: St. Johns University, 101 Murray Street, New York, NY 10007
Time: 10:00 a.m. - 11:00 a.m. |
