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Events & Speaking Engagements

About Our Speakers

Donlevy-Rosen & Rosen, P.A. is pleased to offer guest speakers or lecturers on the topic of asset protection planning to appropriate groups across the country.  Attorneys Howard Rosen and Patricia Donlevy-Rosen each provide unique, engaging, and informative presentations to attorneys, CPAs, financial planners, or any other interested group.

Sample Topics Include

  • Drafting the Offshore Trust
  • Protecting Immovable Assets
  • Reducing Estate Tax through Estate Freeze Planning

and others…

Prior Speaking Engagements

Howard Rosen and Patricia Donlevy-Rosen have lead seminars, or have been invited guest speakers, for the following:

Speaking Experience
  • Dallas Bar Association (Texas)
  • Monterey County Bar (California)
  • Santa Barbara County Bar (California)
  • Brazoria County Bar (Texas)
  • University of Miami
  • University of South Florida Accounting Conference
  • American Institute of CPA’s National Tax Conference
  • Florida International University
  • University of Missouri at Kansas City: Heart of America Tax Institute (2008)
  • Osgoode Hall Law School CLE (York University – Toronto, Canada)
  • Nebraska, Wyoming, South Dakota Bar Associations
  • State Bar of Nevada
  • Wilshire Bar Assoc. (Los Angeles, California)
  • Florida Institute of CPA’s
  • Florida Bar
  • Washington State Bar Association
  • State Bar of California
  • Colorado Bar
  • Utah State Bar
  • Santa Clara County Bar (California)
  • Southpac Offshore Planning Institute (2007, 2008)
  • Central New Jersey Estate Planning Council
  • Institute for International Research
  • Estate Planning Council of Seattle
  • Essex County (NJ) Bar Tax Committee
  • Indianapolis Bar Association (Indiana)
  • Michigan Association of CPA’s
  • Society of Louisiana CPA’s
  • American Association of Attorney – CPA’s National Convention
  • Baptist Hospital Of Miami Foundation
  • American Society of Women Accountants – 61st Annual Convention
  • American Society of Women Accountants – 58th Annual Convention
  • Institute of Certified Financial Planners – 1997 Mid-Atlantic Retreat
  • Bergen County (NJ) Estate Planning Council
  • Broward County (FL) Estate Planning Council
  • Travis County (Texas) Bar
  • “Jim Barry’s Financial Success”, Nationally Broadcast PBS TV Show
  • Boston Estate Planning Council
  • Estate Planning Council of Diablo Valley (California)
  • Coral Gables Bar Association
  • Greater Ft. Lauderdale Tax Council
  • Tampa Bay Society of Plastic Surgeons
  • Estate Planning Council of Mississippi
  • Estate Planning Council of Lee County (FL)
  • Financial Planning Association of Broward
  • Law Education Institute – 2001 & 2002 National CLE Conferences, Colorado
  • Estate Planning Council of Gainesville (FL)
  • Allegheny County (Pittsburgh, PA) Bar Association
  • North Carolina Association of CPA’s – Annual Convention
  • Orange County (Florida) Bar Association (Tax Section)
  • Central Florida Estate Planning Council
  • Durham/Orange Estate Planning Council (North Carolina)
  • Wake County Estate Planning Council (North Carolina)
  • Cincinnati Estate Planning Council
  • Continuing Professional Education, Inc. (CPE, Inc.)
  • Indian River Estate Planning Council (Florida)
  • Westchester County Estate Planning Council (New York)
  • District of Columbia Bar – Tax Section
  • Swiss-American Chamber of Commerce
  • CPA – LAW Forum
  • Dade County Chapter of the Florida Institute of CPA’s
  • East Coast Estate Planning Council (West Palm Beach)
  • East Coast Chapter of the Florida Institute of CPA’s
  • Atlantic Chapter of the Florida Institute of CPA’s
  • Broward County Chapter of the Florida Institute of CPA’s
  • Gulf Coast Chapter of the Florida Institute of CPA’s
  • South Dade Chapter of the Florida Institute of CPA’s
  • West Coast Chapter of the Florida Institute of CPA’s
  • Gold Coast Chapter of the Florida Institute of CPA’s
  • North Dade/South Broward Estate Planning Council
  • Greater Miami Tax Institute
  • Estate Planning Council of Naples
  • Institute of Certified Financial Planners
  • The Jewish Community Foundation of South Palm Beach County
  • Martin County Estate Planning Council
  • Monroe County Estate Planning Council
  • Montgomery/Prince George’s County Tax Study Group (Maryland)
  • Palm Beach Tax Institute
  • South Dade Estate Planning Council
  • Barry Financial Group Annual Financial Planning Workshop
  • Blanchard’s Mid-Year Investment Conference
  • “The Savvy Investor” WCBM, Michael Canet & Ryan Herbert radio show (February 5, 2015)
  • “Radio Free California” KGDP, Rob Walter Show (Broadcast locally; Webcast Worldwide)
  • “To The Contrary” – Nationally Broadcast PBS Television Show
  • “Legal Report” – Karl Kilb interview, Bloomberg Information Radio Network, National Radio Broadcast, and worldwide on Bloomberg Terminals
  • “Your Money” – CNNInternational TVBroadcast (March 1, 1997)
  • “Money Talk” – Ted David interview, CNBC National TV Broadcast
  • “Financial Freedom”, Nationally Broadcast PBS TV Show
  • “Bill Bresnan Show” – Business Radio Network – Nationally Broadcast Radio Show
  • KGLO Radio, Keith George Show (California)
  • KRLD Radio, Jody Dean Show (Dallas, TX)
  • KFON Radio, Ben Baldwin Show (Austin, TX)
  • Business Day Radio Show, Business Radio Network
  • Investment Seminars Incorporated “ISI” (San Francisco & Las Vegas)
  • Internal Revenue Service
  • South Miami Hospital Foundation
  • Mercy Hospital Anesthesiology Group
  • Smith Barney
  • Paine Webber
  • South Palm Beach County Dental Association
  • Greater Miami Dental Society

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