CE CREDITS AVAILABLE (6)

DOWNLOAD - ROUNDTABLE SESSIONS

DOWNLOAD - AGENDA

DOWNLOAD - Divorce Panel Discussion 

DOWNLOAD - Getting to Yes Quicker By Understanding the Personality Paradox 

DOWNLOAD - Business Exit Planning 

DOWNLOAD - Overview of the Foundation for Financial Planning (FFP)

DOWNLOAD AGENDA HERE

Keynote Session 1 - Economic Panel Discussion

Wayne Ewan (Moderator) – Vice President (T. Rowe Price Investment Services, Inc.)

Amy Hauter – Director of Sustainable Fixed Income – Brown Advisory

Jordan Jackson – Global Market Strategist – J.P. Morgan Asset Management

Peter Smith – Senior Vice President, International Equity Strategist – Federated Hermes

Bryan Wong – Vice President & Portfolio Manager – Osterweis Capital Management

Keynote Session 2 -  Divorce Panel Discussion - Helping Hands: Planning Advice for Divorced and Divorcing Clients 

Maria Castillo Dominguez, MS, CFP® ​(Moderator) –  Founder – Valoria Wealth Management, LLC

Philip Herzberg – Team Hewins, LLC

Lauren Grondski  – Law Offices of Lauren Grondski, P.A.

Vicky Townsend – President – Divorce Right, Inc.

Keynote Session 3 -  Getting to Yes Quicker By Understanding the Personality Paradox 

Erika Wasserman – Certified Financial Therapist (CFT-1)

Keynote Session 4 – Business Exit Planning

 Josh Blum – Co-Founder, Partner, IVOLVE + THRIVE

Phil Paret, CFP®, ChFC®, CAIA®, CVGA®, CEPA®, CM&AA®, CLU®, AEP® - Wealth Advisor, Imperio Wealth

Keynote Session 5 – The State of the Real Estate Market

Kimberly Mamaril (Moderator) – Vice President | Wealth Advocate for HNW & UHNW Clients, Las Olas Capital Advisors

Banna Fakhoury – Global Real Estate Advisor at ONE Sotheby's International Realty| Co-Owner of @TheMiamiGuide

Ariella Gutman  –   Partner – Haber Law, P.A.

Anton Taveras, CPRIA - Partner  |  Vice President of Personal Risk - USI Insurance Services 

Jonathan Branham - Director - Hines Private Wealth Solutions LLC 

Concurrent Session 1 – Foundation for Financial Planning - Pro Bono Financial Planning Training Course

Carl M. Christie, MBA, CFP®, CFS® - (Moderator) -  Florida Atlantic University

Christian E. Urbina, CFP® - President/CIO - Prosperitus Wealth Advisors, LLC

Maria Castillo Dominguez, MS, CFP® - Senior Financial Planner 

Concurrent Session 2 – "Practical applications working with Allied Professionals" Tax/Accounting/Advisor Panel

Glenn Downing, MBA, CFP® (Moderator) – CERTIFIED FINANCIAL PLANNER , CameronDowning

Full day event sessions starts at 8:30 am

Registration and mixer 8:00-8:45 am; Networking Reception 5:30-7:30 pm

6 sessions (5 keynote/1 concurrent)

6 hours of continuing education credits 

We look forward to you joining us for the entire day's event, however if that is not possible, please join us for cocktails & networking directly following the main event, on the Rusty Pelican Terrace.

 5:30-7:30pm 

REGISTER FOR THE COCKTAILS & NETWORKING ONLY EVENT  HERE