Upcoming Chapter Events
Announcing our September 19th
clients spend a good part of their lives building
their wealth....and the balance trying to protect
us on Friday, September 19th to learn about
protecting your clients’ IRAs and how to help your
senior clients plan for much needed income upon
Our sessions are:
“Creative Solutions to Help
Retirees” presented by Meredith Tracy and Barbara
to Lose an RIA” presented by James Flick, JD
Sessions have been accepted for 1 hour
CE each for CFP ®, RFC CPE
Click here for more details
here to register
||Save the dates!
Annual and Quarterly Meeting:
Friday, November, 7
Details will be
Monday and Tuesday, January 26 & 27, 2015
Sheraton Hotel Orlando North
2015 Symposium will mark a milestone for our Chapter...our
We will deliver the excellence you have become
accustom to during this event.
For 25 years the leading
financial professionals of Central Florida and beyond have
gathered at Symposium to attend advanced educational
sessions, learn cutting edge business practices, and to
network with the best and the brightest in the profession!
We salute our Resource
Partners who will provide you with the newest and greatest
tools, solutions and support to help you grow and maintain
your successful practice.
Announcing Our Keynote Speaker:
MSFS, MTAX, CFP®, CLU, ChFC,
RHU, REBC, CASL
Kitces is a Partner and the Director of Research for
Pinnacle Advisory Group, a private wealth management firm
located in Columbia, Maryland that oversees approximately
$1.3 billion of client assets.
In addition, he is a co-founder of the XY Planning Network,
the practitioner editor of the Journal of Financial
Planning, and the publisher of the e-newsletter
The Kitces Report
and the popular financial planning industry blog
Nerd’s Eye View
through his website
to advancing knowledge in financial planning. In 2010,
Michael was recognized with one of the FPA’s “Heart of
Financial Planning” awards for his dedication and work in
advancing the profession.
will be coming soon!
Resource Partners click
Book your room by clicking
Registration is now open!
to register today!
Local Fee Only Financial Planning firm looking to add to
their team. Candidate
must be a CFP® or enrolled in a CFP® certification course.
Click here for more
Florida Veterans need your help! One on One planning
opportunity to help our Central Florida Veterans on a pro
Click here for more details.
FPA of Florida announces their
Strategic Planning and Annual meeting!
This year’s meeting will be held in
Tallahassee and will combine visits with Legislators and
Regulators! Mark your calendars for October 13 & 14, 2015.
Details to be announced.
FPA of Florida Advocates for HB633:
Among other amendments to Florida’s insurance agency
licensure law this new law, signed by Governor Scott, will
allow the following:
More details will be forthcoming.
Are you reaping all the benefits you can from your FPA
Membership? Through FPA Member Advantage Program, you can
save on back office, banking & insurance, growth and
succession, marketing, technology and more.
Click here to learn more
FPA's Member-Get-A-Member Program
Referring and referred members receive discounts on
their annual membership dues. The more you refer, the more
you can save.
here for details