January
Tuesday, January 22
Chapter Dinner Meeting
2008 Economic & Financial Outlook: Making Sense of Chaos
Presented by John Tousley
The Challenge of Transferring Wealth to the Next Generation
Presented by Robert B. Sansome |
February
Tuesday, February 19
Chapter Ethics Meeting
Ethics – A 2008 Revised Perspective
Presented by Joel M. Weiner
|
March
Tuesday, March 18
Chapter Dinner Meeting
Investor Protection from the Perspective of an Investors’ Rights Attorney
Presented by Christopher Vernon |
May
Tuesday, May 20
3rd Annual Symposium
Boomers – Designing Retirement Portfolios
Westin Colonnade Hotel, Coral Gables |
July
Tuesday, July 8
Chapter Dinner Meeting
Estate Planning: Top Five Planning Myths
Planning for the International Client –
What You Need to Know
Presented by Ana M. Veliz, Esq. |
September
Tuesday, September 9
Chapter Dinner Meeting
Life and Death Tax Planning for Annuities
AND
Trusts as Beneficiaries of IRAs
Presented by Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, CWPP™ |
