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List of Prior Speaking Engagements

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.  Please contact us to discuss your event.

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

  • 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