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Title

Joint Presentation & Dinner with FPA Miami

Event Description

You are invited to a joint dinner and presentation

with FPA of Miami, with speaker: 

Mark R. Parthemer
Managing Director
Bessemer Trust​



Event Type

Society

Education Topic

 

Starting Time

5/8/2019 5:30 PM

Ending Time

5/8/2019 7:45 PM

City

Miami

State/Province

FL

Event Country

33131

Event Region

Americas

Location Info

EAST Miami Hotel

788 Brickell Plaza

Rise Room, 38th Floor

Miami, FL 33131


Speaker

Mark R. Parthemer
Managing Director
Bessemer Trust

Bio:
Mr. Parthemer is Managing Director and Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans and for guiding the firm on fiduciary issues. He is a member of the firm’s Estate Planning and Advanced Implications Modeling Committees.

Prior to joining Bessemer, Mark was Partner at Duane Morris, LLP.
He is a nationally recognized speaker, published author, and quoted in national publications, including The Wall Street JournalMoney magazine, and Barron’s. Mark is an ACTEC Fellow and holds leadership positions in the Real Property Trust and Estate Section of the American Bar Association, the Florida Bankers Association, and Synergy Summit. He is an associate editor of the Journal of Financial Service Professionals.

Mark earned a J.D. from Dickinson School of Law, as well as a B.A. and B.S. in philosophy and government from Franklin and Marshall College. He is an Accredited Estate Planner.

CE Credits

1.0

Member Cost

$25.00

Non-Member Cost

$55.00

Registration

All Day Event

 

Recurrence

 

End

 

Hosted by

CFA Society Miami

Attachments

Content Type: MyCFA Calendar
Created at 4/12/2019 7:54 PM by administrator@cfa-miami.org
Last modified at 4/12/2019 7:54 PM by administrator@cfa-miami.org