January

Thursday, January 29
Chapter Dinner Meeting

Securing Your Professional Future in Today's Financial Services Industry
Panel Discussion with Matt McGrath, CFP®; Richard Perez; Jeanine Karp; Dennis Nason; Ramon Usategui; and Jay Pelham, CFP®

February

Thursday, February 26
Chapter Dinner Meeting

The Vision and the Mission of Long Term Care Insurance
Presented by William R. Dyess, CLTC, Vice President at Gelbwaks Insurance Services, Inc.

APRIL

Wednesday, April 15
Chapter Dinner Meeting

In Your Defense: How and Why a Client Lawsuit Can Happen to You
Brian Levin, Esq., Dimond Kaplan & Rothstein, P.A.
and James Sallah, Esq., Sallah & Cox, LLC

May

Thursday, May 21
4th Annual Symposium

Weathering the Storm
Featuring Harold Evensky, Elizabeth Jetton, Michael Kitces, and Ron Shuffield

Westin Colonnade Hotel, Coral Gables

July

Wednesday, July 8
Chapter Dinner Meeting

Fiduciary Law: Good Process, Bad Process or No Process?
Frank Armstrong, CFP®, AIFA®
Transition Issues or Tax Status Hokey Pokey: You put your tax status in, you take your tax status out … so what happens with the taxman?
Carlos F. Arazoza, JD, CPA

September

Thursday, September 10
Chapter Dinner Meeting

Planning for Non-Traditional Families and the Evolving Definition of Marriage
Jerry Simon Chasen, Esq.
Collaborative Divorce: Divorce with Dignity, Civility and Respect
Elaine King, CFP®; Robert Joseph Merlin, Esq.; Rosemarie S. Roth, Esq.; Sammi Siegel, Ph.D.; Lana M. Stern, Ph.D.; and Richard Tejera, Esq.

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November

Tuesday, November 3
Chapter Dinner Meeting

Into the Light & Surviving the Recession: What Your Clients Need to Know
Richard Krinzman, Esq., Krinzman, Huss & Lubetsky; Deborah Reyes, Capital American Mortgage Company; Philip J. Shechter, CPA/ABV, CVA, Berenfeld, Spritzer, Schechter, Sheer, LLP; Erik Wesoloski, Esq., Wesoloski Carlson P.A.