Upcoming Chapter Events
Announcing our November 7th
Annual and Quarterly Meeting
Outlook: What Will Happen to Interest Rates After QE
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:
four pillars of economic perspective
continuing to weigh on consumers
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
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
here to register
Monday and Tuesday, January 26 & 27, 2015
Sheraton Hotel Orlando North
Announcing Michael Kitces
Michael E. Kitces
MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASLas
our Keynote Speaker. Click
here for Michael’s Bio.
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.
Our sessions and speakers will give you cutting edge
information, practical solutions and will bring you the
quality education for which you are accustomed.
Some of our topics include:
Cutting Edge Tax Planning
Hidden Cost of Liquidity
Realities in Real Estate
Planning for Income
Social Security Planning
CFP® Ethics Course
Our Resource Partners will provide
you with the newest and greatest tools, solutions and
support to help you grow and maintain your successful
Click here for:
Agenda – at – a – glance
Resource Partner Package
Early Bird (until December
Non Member: $279
After December 1st:
Non Member: $329
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