In case you missed it, STEP Miami is presenting their 2021 Summit Series next week and Bridgeford Trust Company is thrilled to be a sponsor!

The Series consists of five webinars presented over the week of May 17-21 with one presentation each day from 12 p.m. to 2 p.m. ET. These webinars are offered on a complimentary basis, with the opportunity to send a donation to STEP Miami’s chosen local charity that is doing great work in the South Florida community, Urban Oasis.

Each day offers a timely topic with well-known speakers who will offer insights relevant to advisors practicing all over the country and around the world.

  • Monday, May 17 – Tax, Policy and Other Updates from LatAm and Europe
  • Tuesday, May 18 – Family Dynamics and the Power of Why
  • Wednesday, May 19 – The Future of International Tax Cooperation including its Impact on HNWIs and the Financial Industry
  • Thursday, May 20 – The Chain Game: Block, Crypto, Non-Fungible Tokens (NFTs) and Beyond
  • Friday, May 21 – Moving to Europe (Italy, Portugal or Spain), Immigration and Tax Planning

Click here to learn more about each of the presentations, speakers, and how to register.