FPA of Central Florida
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  FPA of Central Florida

Upcoming Chapter Events

Announcing our September 19th Quarterly meeting!

Your clients spend a good part of their lives building their wealth....and the balance trying to protect it!

 Join 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 retirement.

Our sessions are: 

“Creative Solutions to Help Retirees” presented by Meredith Tracy and Barbara McIntyre

 “Fastest Way 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

Click here to register

Save the dates! 

Annual and Quarterly Meeting:  Friday, November, 7

Details will be announced shortly…..



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!

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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