FPA of Central Florida
  Home       Our Chapter      Board      Events       Partner Directory      Sponsorships     FPA of Florida    Find a Planner    Job Bank   Resources
  FPA of Central Florida

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


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

Career Opportunities are now available in our local area.  Click on our Job Bank for more details

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





Special offers from local and national retailer can be found in our members only section.  Also, a complete contact list of your fellow professionals. 

Need your login updated?  Click
here to make your request.

Join or Renew Your Membership Today!
Join Now
Don't miss out on all the many member benefits from the Financial Planning Association.  Don't wait, join or renew your membership today!
If you are a professional seeking employment or a company seeking a qualified professional, let us help you reach your career goals.
For a local opportunity click here.
Home :  About Our Chapter:FPA of Central FloridaEventsFPA of Central Florida:FPA of Central FloridaPartner DirectoryFPA of Central Florida:FPA of Central FloridaSponsor OpportunitiesFPA of Central Florida:FPA of Central FloridaPartnersFPA of Central Florida: Chapter BoardFPA of Central Florida:FPA of Central FloridaFPA of FloridaFPA of Central Florida:FPA of Central FloridaCareers
Financial Planning Association of Central Florida © 2011
Ph. 407-814-9905 | Fax 407-814-0929| Email us at  admin | P.O. Box 520310 | Longwood | FL | 32752