STEP MIAMI

Breaking News!  We are honored to announce that Michael Reid, Former Bello Columnist and Senior Editor for Latin America at The Economist, will be the keynote speaker at the STEP MIAMI Summit 2024! With his unparalleled expertise and profound insights, this is an opportunity you won't want to miss. Join us for an extraordinary event that promises to inspire and enlighten. Register now! Early bird rate ends tomorrow. https://lnkd.in/ePYUnyim #StepMiami2024 #KeynoteSpeaker #MichaelReid #LatinAmerica #LatinAmericanAffairs Madelayne Cordero, Esq., TEP Anabella Murillo, TEP Susie Belanger

We are thrilled to announce that Corina Lechuga Rivera, Senior Associate at Sánchez DeVanny Eseverri, S.C., will be joining us as a speaker at the STEP MIAMI Summit 2024! With over 11 years of experience advising national and international companies and high net worth individuals on complex tax issues, Corina brings unparalleled expertise in private wealth, foreign investments, and international asset planning. We look forward to her valuable insights. Stay tuned for more details and secure your spot now at: https://lnkd.in/ep3dRK4H #stepmiami #stepmiamisummit2024 #confirmedspeakers Madelayne Cordero, Esq., TEP Anabella Murillo, TEP Susie Belanger  

Early bird rates for the STEP MIAMI Summit 2024 end on July 31st. Secure your spot now to join us at The Ritz-Carlton, Key Biscayne on Friday, October 25th. Your registration pass also grants you access to the welcome party on Thursday, October 24th. Don’t miss the opportunity to be part of this transformative event filled with inspiration, connection, and exploration. Take advantage of the exclusive rates before they're gone! Register today at https://lnkd.in/ePYUnyim. #STEPMiamiSummit2024 #STEPMiami #EarlyBird Madelayne Cordero, Esq., TEP Anabella Murillo, TEP Susie Belanger

Join us at STEP MIAMI's August Webinar on August 7, 2024, from 12:00 PM to 1:30 PM for a deep dive into Planning with PPLI for Global Families. Gain insights on PPLI strategies, LatAm compliance, and more! Our expert panel includes Miguel García Cardona, CEO at Scuadra Life; Edward Gordon CEP at Preservation Capital Partners LLC; Shelly Meerovitch-Barak J.D., Head of Global Families Wealth Strategies at Bernstein Private Wealth Management, and will be moderated by Mary Oliva, President at International Wealth Protection. Don’t miss this opportunity to enhance your understanding of PPLI and its strategies! Register here: https://lnkd.in/eyFxEgxc #STEPMiami #PPLI #WealthManagement #GlobalFamilies #FinancialPlanning #Webinar

We are delighted to announce that Leslie A. Share, Shareholder in Packman, Neuwahl & Rosenberg, P.A., will be speaking at the STEP MIAMI Summit 2024! With over forty years of expertise in tax, estate, and wealth preservation planning, Leslie has advised on Broadway productions, real estate exchanges, and offshore and domestic trust structures. Join us as Leslie brings his wealth of knowledge and experience to our summit! Stay tuned for more details and secure your spot now at: https://lnkd.in/ep3dRK4H #stepmiami #stepmiamisummit2024 #confirmedspeakers Madelayne Cordero, Esq., TEP Anabella Murillo, TEP Susie Belanger

We are thrilled to give you a sneak peek into the exciting STEP MIAMI Summit 2024 agenda! Join us at The Ritz-Carlton, Key Biscayne, to connect with industry leaders, gain valuable insights, and explore innovative solutions shaping the future of wealth management. Stay tuned for more details on the transformative sessions and our keynote session. Don't miss this opportunity to be part of this incredible event! https://lnkd.in/ep3dRK4H #STEPMiami #STEPMiamiSummit2024 Madelayne Cordero, Esq., TEP Anabella Murillo, TEP Susie Belanger

Join us for an exclusive webinar on June 27 from 12 pm to 1:30 pm ET, featuring insights on leading European residency and citizenship investment programs, key developments in the UK "non-dom" regime, and Italy's popular tax programs. Our panel includes Emma Gillies from Forsters LLP (UK), Alessandro Bavila from Maisto e Associati (Italy), and Basil Mohr-Elzeki from Henley & Partners - The Firm of Global Citizens® (US), moderated by Anabella Murillo, TEP of IQ-EQ Trust Company, U.S. / STEP MIAMI Vice Chair. Secure your spot today by registering here: https://lnkd.in/dBWaQ5-w Don’t miss out on this opportunity to stay ahead in the field! #STEPMiami #Webinar #TaxRegimes #CitizenshipInvestment #UKTax #ItalianTaxPrograms

Wishing all the incredible mothers at STEP MIAMI a Happy Mother's Day! Your dedication, strength, and love inspire us every day. #STEPMiami #MothersDay

Thank you to all who joined us at STEP MIAMI's 'Branching Out' event! Your presence and support are shaping our community's future.  We loved welcoming so many new potential members! Reach out to step.miami@step.org to learn more. #STEPMiami #BranchingOut Madelayne Cordero, Esq., TEP Anabella Murillo, TEP Susie Belanger

STEP MIAMI has been invited to join the upcoming Spring Networking Event 2024 in Miami! Join us on Thursday, May 2nd, 2024, from 6:00 PM to 9:00 PM at Regatta Grove for an evening filled with networking, breathtaking views, and delightful surprises! Indulge in an open bar, mouthwatering Hors d'oeuvres, and don't miss your chance to win fabulous prizes in our exciting raffle, including prestigious large and standard format bottles of wine! Secure your spot for this exclusive event: https://lnkd.in/dr8itZRd. Let's make unforgettable connections together! #StepMiami #NetworkingEvent #MiamiEvents #SpringNetworking #RegattaGrove Madelayne Cordero, Esq., TEP Anabella Murillo, TEP CFA Society Miami Estate Planning Council of Greater Miami Florida Institute of CPAs (FICPA) MDB Young Lawyers Section Coral Gables Trust Tax Efficient Solutions Pension Services, Inc. J.P. Morgan Asset Management Chicago Atlantic CAF America Keller Williams Realty, Inc.