Educational Events/Webinars



Market Watch & Markets

General Information

Philip Herzberg's October 19, 2017 Presentation to the Estate Planning Council of Greater Miami and on February 23, 2018 to the Coral Gables/South Dade Estate Planning Council.


"ABLE Account Planning Insights for Special Needs Individuals and their Families"



Market Commentary

Slides from Philip Herzberg's October 18, 2018 Presentation at the Joint Estate Planning Council of Greater Miami Workshop & Dinner Event with the Financial Planning Association (FPA) of Miami.



Phil Herzberg's June 4th Presentation on the SECURE Act

 "Client Planning under the SECURE Act"