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Upcoming Chapter Events

 

Announcing our November 7th Annual and Quarterly Meeting

Interest Outlook: What Will Happen to Interest Rates After QE Ends

U.S. and global interest rates have been mired in a period of great uncertainty. Jerry Paul, CFA will discuss his outlook on U.S. interest rates and explain the basis for his outlook, including:

 · Investor Behavioral bias

· The four pillars of economic perspective

· Debt continuing to weigh on consumers

· Governments over-levered

This session will provide you with insights on were interest rates have been historically and if we are indeed entering the “Old Normal”.

Mr. Paul’s investment experience includes over thirty five years in fixed income portfolio management and research. Jerry holds a BBA from the University of Iowa and an MBA from the University of Northern Iowa. In his free time, he is involved in community and charitable organizations.

Click here for more details

This session has been accepted for 1 hour of continuing education credits for CFP®, PACE, FL. Dept. of Insurance.

CPE Self reporting 


Click here to register

 


 

Monday and Tuesday, January 26 & 27, 2015

Sheraton Hotel Orlando North

 

 Our 2015 Symposium will mark a milestone for our Chapter...our 25th Anniversary!  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:

                                                           

Michael E. Kitces
MSFS, MTAX, CFP®, CLU, ChFC,
RHU, REBC, CASL

 

Michael 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 Kitces.com, dedicated 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.

 

More details will be coming soon!

 

Resource Partners click here

 

Book your room by clicking here

 

Attendees:  Registration is now open! Early Bird pricing ends on December 1st!

Click here to register today!

 


FPA News

Our Chapter

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 details.



Central Florida Veterans need your help!  One on One planning opportunity to help our Central Florida Veterans on a pro bono basis.  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:

  • Create a new type of insurance agent--an unaffiliated insurance agent--and specifies the scope of the license.

More details will be forthcoming.


Member discounts:

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.  Click here for details


  

 

 

                                

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