Educational Events/Webinars

Slides from Philip Herzberg’s February 3, 2016. Presentation to the Jewish Community Foundation Professional Advisory Council (PAC)


"Proactive Mitigation of High Net Worth Clients’ Tax Liability in 2016 February 3, 2016"

Slides from Linda Lubitz Boone's Presentation at the 6th Annual Financial Advisor Retirement Symposium Las Vegas, Nevada April 2, 2015


"Where to Retire," FA Magazine Retirement Symposium April, 2015"

The Lubitz Financial Group Webinar: 1 Hour to Savvy Cybersecurity December 10, 2014 Download/Print our Reference Guide:


"Savvy Cybersecurity Quick Reference Guide"