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"

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.


"Proactive IRA Planning Strategies After Tax Reform"

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"

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


"Client Planning under the SECURE Act"