What do you want for the future of your practice?

The end of a year presents a great opportunity to design the look, feel, and structure of the next year and beyond.

As we take in the design of iconic Miami architecture and artistic vibe, we'll be designing each of our practices' futures during the
December Mastermind Collegium. 


We'll have some of the brightest minds in the industry sharing their knowledge of:

  • branding
  • practice growth & acquisition
  • tax legislation
  • succession planning
  • career & compensation planning
  • and more!


We hope you'll join us and our group of likeminded advisors as we continue to learn from and push each other to new levels of success and provide holistic services for our clients.


Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Business

Most leaders, marketers, salespeople and managers struggle to explain what they do. It's not because they aren't smart, hard-working or likable, it's because they aren't communicating clearly. StoryBrand helps companies understand what customers are looking for so they can tell their story in such a way people listen. The human brain is drawn to CLARITY and away from confusion. If customers are confused about what you offer, they'll look past you for somebody who can say it clearly. Once you clarify your message, your company will begin to grow. 

Kristin Spiotto  /  StoryBrand



Tax Planning For A Biden Administration: The Proposed Biden Tax Plan

The beginning of 2021 ushered in a new U.S President and a change of control in the U.S Senate. In this session, we will explore what President Joe Biden has detailed as his proposed tax plan, the focus primarily on individual income tax, estate tax and investment taxation. This program will take a holistic look at the proposed platform, and attendees will learn about the major changes outlined by President Biden, exploring both the new challenges, and planning opportunities, it creates. 

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA  /  Kitces




The trendy Kimpton EPIC Hotel is situated in downtown Miami with panoramic views of Miami’s iconic skyline and waterways. Featuring gorgeous, newly renovated rooms, this luxury boutique hotel is steps away from the water, within walking distance of many restaurants, shops and attractions, and just a quick 15-minute drive from the Miami International Airport.

Check out the video below of the Kimpton EPIC Hotel...And make sure to unmute to hear an epic tune, too.



The fun will begin at 8:30 pm on November 30th during the “Welcome to Miami” night reception.  Attendees will enjoy a party in the city where the heat is on!  Bienvenidos a Miami!  Enjoy warm breezes, sounds of downtown Miami, views of Biscayne Bay, and locally-inspired cocktails and sweet treats atop the 16th floor pool deck.

The next evening, December 1st, will be filled with our “Tropic Like It’s Hot” Dinner/Night Out during which you will flaunt your VIP status while aboard a private 130-foot yacht.  Top 2021 advisors will be recognized, and the sounds and flavors of the tropics will be enjoyed.


Registration and discounted rate at hotel end at 11:59 pm EDT on November 9, 2021


We will be posting more information as it becomes available. Please contact Lauren Carroll at with questions.