Upcoming Chapter Events
our 2nd Annual Solar Bear Game!
Friday, February 27, 2015
This event is sponsored by:
Fun times are just around the corner for you, your friends
Join us for our annual sporting event
hosted at the Amway Arena on Friday, February 27th.
Bring your friends and family and watch the Solar Bears vs.
the Gwinnett Gladiators!
Our partner, Legg Mason has provided a suite for all to join
in on the fun!
Game time: 7:30
register as seats are limited! Members can attend at
no charge and your friends and family can join you for only
$5.00 per person.
Non members are welcome to join us!
You, your friends and family can attend at a huge savings of
$7.50 per person.
IS CURRENTLY SOLD OUT!
To be placed on a “waiting list”
pending cancellations, please email Diane Layton at
Sheraton Hotel Maitland
Back by popular demand!
If you missed Mr. James Flick’s
Presentation during our 25th Annual Symposium,
you now have the opportunity to hear the latest updates as
IRAs: Avoiding the Tax Traps”
For many clients, IRA accounts are
the most valuable asset they will leave to their heirs.
Inherited IRAs are subject to complicated income tax rules
and require special handling by the financial professional.
session you will learn the best way to administer IRA
accounts upon the death of the original account holder.
This session has been accepted for 2 hours continuing
education credit for FL. INS, and application has been
submitted for 2 hours CE for CFP® and PACE.
CPE – self reporting
here to register
here for more details
FPA of Florida announces
their Spring trip to Tallahasse March 16 &
www.financialplanningflorida.org for more details.
Central Florida chapter member and past
president, Ms. Cary Carbonaro, CFP® was recently appointed
to the Certified Financial Planner Board of Standards as
Cary Carbonaro, CFP® was chosen on the basis of her
demonstrated leadership skills, passion for financial
planning, and belief in CFP Board's mission to serve the
"I'm very excited to serve as a CFP Board Ambassador where I
will be able to use my experience and expertise as a CFP®
professional to help my community, providing information and
insights on how financial planning can improve people's
lives," said Cary Carbonaro.
To read more, click
Charlie Fitzgerald III, CFP® was elected to the Board of
Directors of the Certified Financial Planner Board of
Standards, Inc. He was one of five new members elected
to serve a four-year term beginning January 1, 2015. Below
is the link that contains further information of this
announcement. Congratulations Charlie!
here for more information.
Career Opportunities are now available in our local area.
Click on our Job Bank for
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