Public Presentations
Part of giving back to the community includes presenting to nonprofit professionals and board members, allied estate planning and financial planning
professionals such as accountants, bank officers, financial planners, insurance brokers, trust officers and other attorneys, either on behalf of charitable organizations, trade and educational associations such as the Partnership for Philanthropic Planning, Estate Planning Council, Financial Planning Association and Florida Institute of Certified Public Accountants, or as part of continuing education for The Florida Bar.
If your group would like to hear about any of these or similar topics, contact us:
AFP Florida Caucus /
AFP Miami Chapter / AFP Broward Chapter / AFP Palm Beach Chapter
Planet Philanthropy Annual statewide conference
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line /
Insider Philanthropy: Giving From Your Donors Point of View
06/24/2014 @ Westin Beach Resort, Ft. Lauderdale
Treasure Coast Planned Giving Council /
Indian River State College Foundation
“Sweet Charity: The Impact of Legacy Leadership” conference keynote speaker
Insider Philanthropy: Giving From Your Donors Point of View
09/26/2013 @ Indian River State College
Partnership for Philanthropic Planning of Miami-Dade County
Insider Philanthropy: Giving From Your Donors Point of View
09/17/2013 @ United Way of Miami-Dade
Planned Giving Council of Broward County
Insider Philanthropy: Giving From Your Donors Point of View
01/16/2013 @ Ft. Lauderdale Tower Club
AFP Miami Signature Event Money Over Miami: Philanthropy in the Tropics
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
09/28/2012 @ Miami-Dade College Wolfson Campus
Greater Miami Chamber of Commerce
Planned Giving and Major Gifts: A Critical Component of Effective Fund Raising
09/15/2011 @ United Way of Miami-Dade
Partnership for Philanthropic Planning of Miami-Dade County
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
09/13/2011 @ United Way of Miami-Dade
Greater Miami Jewish Federation – 2010 Annual Spring Meeting
Creating an Endowment
06/08/2010 @ Temple Emanu-El of Greater Miami
Financial Planning Association of Miami-Dade 5th Annual Symposium
Estate Planning in the Shifting Sands of the Outback, No Rules, Just Right
05/19/2010 @ University of Miami BankUnited Center
South Dade Jewish Leadership Council Steering Committee
2010 Annual Spring Meeting
Investing In the Future of Our Institutions
05/17/2010 @ Dave & Mary Alper JCC
Miami City Ballet Artist's Circle members
Planned Giving for the Board of Directors
11/17/2009 @ The Wellness Center
Gush Etzion Foundation
Planned Giving for the Board of Directors
11/07/2009 @ Donor home
Estate Planning Council of Greater Miami
Houston, We've Got A Problem: Gifts Gone Bad
11/20/2008 @ Banker’s Club
United Way of Miami-Dade
Do's and Don'ts of Estate Planning
06/04/2008 @ United Way of Miami-Dade
Temple Menorah capital campaign
Gift Planning Options
05/28/2008 @ Donor home
Partnership for Philanthropic Planning of Miami-Dade County
Houston, We've Got A Problem: Gifts Gone Bad
03/11/2008 @ United Way of Miami-Dade
LEAVE A LEGACY® Planned Giving Education Day Annual Conference
Planned Giving 201
03/04/2008 @ South Miami Hospital Conference Center
LEAVE A LEGACY® Planned Giving Education Day Annual Conference
Planned Giving 201
03/08/2007 @ South Miami Hospital Conference Center
Florida Institute of Certified Public Accountants Annual Estate & Financial Planning Conference
Charities - Give Now or Give Later
11/30/2006 @ Marriott Ft Lauderdale North
Foundation of Jewish Philanthropies Professional Advisory Committee
Be a Prophet with Your Client's Profits: Planning for Appreciated Property
09/28/2006 @ Greater Miami Jewish Federation
South Dade Chamber of Commerce
Introducing Planned Giving to Your Board
04/19/2006
Bal Harbour Probate & Guardianship Study Group
Charitable Gift Planning
11/22/2005 @ Suntrust Bank
Miami Beach Arts Trust - We Need More Money: Part 1:
Major Donors, Memberships and Planned Giving
04/11/2005 and 06/13/2005
Major Donors, Memberships and Planned Giving
New World Symphony Board of Directors
Starting A Planned Giving Program
03/23/2005 @ Mellon Bank Brickell Avenue
Mount Sinai Medical Center Foundation Board of Directors
Planned Giving (A One Act Play)
02/16/2005 @ Mount Sinai Medical Center
Miami Beach Estate Planning Group
Charitable Trusts
02/08/2005 @ Stearns, Weaver, Miller, Weissler, Alhadeff & Sitt
Women In Financial Services
LEAVE A LEGACY® & Fifty Ways to Leave Your Money
02/02/2005 @ Miami Springs County Club
Estate Planning Council of Monroe County
Charitable Planned Giving
07/15/2004 @ Holiday Isle Ballroom
United Way of Miami-Dade
Ten Biggest Estate Planning Mistakes
05/04/2004 @ United Way of Miami-Dade
Association of Fundraising Professionals
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
04/16/2004 @ Miami Airport Hilton
LEAVE A LEGACY® Annual Nonprofit Conference
Beyond Bingo, Bake Sales & Begging: Bringing Bequests to Your Bottom Line
03/15/2004@ Baptist Health Systems Conference Center
United Way of Miami-Dade Professional Advisory Committee
Ten Worst Estate Planning Mistakes
03/04/2004 @ United Way of Miami-Dade
St. Michael's Independent School Board of Directors
Beyond Bingo, Bake Sales & Begging: Bringing Bequests to your Bottom Line / Building Better Boards
02/25/2004 @ St. Michaels, Stuart, FL
Planned Giving Council of Miami-Dade County
Beyond Bingo, Bake Sales & Begging: Bringing Bequests to your Bottom Line
12/09/2003 @ United Way of Miami-Dade
Broward Society of Financial Service Professionals
Charitable Planned Giving
12/02/2003 @ Sheraton Ft. Lauderdale
United Way of Miami-Dade Professional Advisory Committee
Ten Worst Estate Planning Mistakes
11/20/2003 @ Washington Mutual Bank
Treasure Coast Planned Giving Council
Beyond Bingo, Begging and Bake Sales: Bringing Bequests to your Bottom Line
11/20/2003 @ Stuart, FL
Miami Lighthouse / Lighthouse International Nationwide CEO Retreat
Importance of Having A Planned Giving Program
10/30/2003 @ Northern Trust
Financial Planning Association of Broward County
Charitable Planned Giving
10/21/2003@ Fort Lauderdale Tower Club
Practicing Law Institute - Trust Drafting CLE Seminar
Charitable Trusts
9/30/2003 @ Miami Airport Hilton Conference Center
United Way of Miami-Dade Professional Advisory Committee
Ten Worst Estate Planning Mistakes
7/08/2003 @ Washington Mutual Bank
United Way of Miami-Dade
Why You Need A Will
6/05/2003 @ Ocean Bank Coral Gables
South Dade Estate Planning Council
Charitable Lead Trusts
5/22/2003 @ Hyatt Regency Coral Gables
South Dade Estate Planning Council
Charitable Giving Aspects of Estate Planning
4/24/2003 @ Hyatt Regency Coral Gables
LEAVE A LEGACY® Exempt Organizations Annual Conference
Planned Giving 102 - Who Loves Ya Baby?
3/13/2003 @ South Miami Hospital Conference Center
University of Miami Development / Advancement Departments
Planned Giving Tools of the Trade (all day workshop)
3/06/2003 @ University of Miami Lois Pope Life Center
RASG Hebrew Academy Donors/Board of Directors
How to Start a Planned Giving Program
2/19/2003 @ Donor home
United Way Resource Development
Endowment 102 - Planned Giving and Endowment
2/19/2003 @ United Way of Miami-Dade
Planned Giving Council of Broward County
Planned Giving in a Changing Economy
12/18/2002 @ Ft. Lauderdale Tower Club
Evensky & Katz
Planned Giving End of Year Ideas w/ Harold Evensky
12/10/2002 @ Colonnade Hotel, Coral Gables
Miami Beach Estate Planning Group
Charitable Planning for Fun & Non-Profit
12/10/2002 @ Stearns, Weaver, Miller, Weissler, Alhadeff & Sitt
Association of Fundraising Professionals of Greater Miami
Planned Giving for Dummies
12/09/2002 @ Miami City Club
Palmer Trinity School - Grandparents' Day
Planned Giving
11/26/2002 @ Palmer Trinity School
Planned Giving Council of Central Florida
Estate Administration and Business Succession
11/21/2002 @ Orlando Citrus Club
South Dade Chamber of Commerce
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
11/18/2002 @ Miami Marriott Dadeland
Union Planters Bank
Ten Biggest Mistakes (or cool things) in Charitable Planning
11/06/2002 @ Union Planters Bank
LEAVE A LEGACY® of Southwest Florida keynote & 2 hour breakout
Leave A Legacy, Philanthropy in Paradise
10/25/2002 @ Sanibel Island
ORT America estate planning seminar
Implementing a Planned Giving Program
10/01/2002 @Pembroke Pines
Planned Giving Council Florida Association bi-annual conference “Building Legacies”
Planned Giving in a Changing Economy
9/25/2002 @ Fort Lauderdale Marriott Marina Hotel
Monroe County Estate Planning Council
Why Planned Giving is Important to Clients
7/17/2002 @ Islamorada
LEAVE A LEGACY® "Charity Begins at Home" annual luncheon
Emcee
5/10/2002 @ J.W. Marriott Hotel Miami Biscayne Bay
Greater Miami Jewish Federation Foundation of Jewish Philanthropies Professional Advisory Committee
What Every Estate Planner Needs to Know
4/24/2002 @ Greater Miami Jewish Federation
United Way Community Connections
Ten Terrible Things That Will Happen Without a Will
4/09/2002 @ United Way of Miami-Dade
Planned Giving Council of Broward County
Charitable Trusts
3/20/2002 @ Fort Lauderdale Tower Club
United Way Executive Directors' Quarterly meeting
LEAVE A LEGACY® / Planning Giving Program
3/14/2002 @ United Way of Miami-Dade
LEAVE A LEGACY® Exempt Organizations Annual Conference
I'm From the IRS & I'm Here to Help You: Conquering the Conundrum of Compliance Concerns
3/14/2002 @ Miami Dade Community College
American Friends of Technion national board of directors’ conference
Planned Giving for the Board
3/07/2002 @ Mandarin Oriental ballroom
Gibraltar Bank Estate Planning Training for Trust Officers
2/07/2002 @ Gibraltar Bank
United Way Community Connections
How to Write a Will
10/16/2001@ United Way of Miami-Dade
United Parcel Service headquarters - Making a Will workshop
1/25/2002
Planned Giving Council of Miami-Dade County
Sunset, Sunset: Understanding the Estate Tax "Repeal"
9/25/2001 @ United Way of Miami-Dade
Alpha-1 Foundation quarterly board meeting
Planned Giving Board Primer
9/15/2001 @ Biltmore Hotel, Coral Gables
Smith Barney
Tax and Estate Planning
7/25/2001 @ Smith Barney Fort Lauderdale
Lupus Foundation National Board of Directors conference
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
7/19/2001 @ Boca Raton, FL
PBS Nightly Business Report - EGGTRA
6/19/2001 @ WPBT Channel 2
United Synagogue of Conservative Judaism National Leadership Conference
Planned Giving Primer for Board
5/06/2001 @ Temple Sinai Hollywood
YWCA Miami Board of Directors
Developing a Planned Giving Program
2/06/2001 @ YMCA Miami
LEAVE A LEGACY® "Sweet Charity" annual nonprofit Conference
Planned Giving 201
1/31/2001 @ Intercontinental Hotel
Elegant pictures by mugley Taken from flickr, under creative common. If you keep any of these pictures in your final website, please keep this credit too, thanks
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