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
here for more information
FPA of Central FL announces their 25th
Save the dates!
January 26 & 27, 2015
Sheraton Hotel, Maitland, Florida
Announcing Keynote Speaker:
MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Michael will present:
Applying Behavioral Finance
Your Financial Planning
Cutting Edge Tax Planning
Developments and Opportunities
Other topics include:
Hidden Cost of Liquidity
The Future of Lifetime Income
State of the Real Estate Market
Using a Team Approach to Estate Planning
Health Care Reform
Understanding College Savings Plans
Administering IRAs after the Owner’s Death
Social Security Planning
529s: A Unique Estate Planning and
Wealth Transfer Tool
CFP® Ethics Course
www.fpafla.com for more topics and to register!
June 3-5, 2015
Hyatt Regency Orlando
Complimentary Registration to
INSITE 15 for those who meet the criteria below!
Once again, the FPA of Florida is happy
to announce complimentary registration to one of the most
popular conferences, Insite 2015, June 3-5, 2015 at the
Hyatt Regency Orlando.
You must be a member in good standing
as of June 2015 (be sure your membership dues are up to date
or renew today).
Pershing has offered these guidelines:
All conference registrations are
subject to review and/or cancellation by Pershing if they do
not meet our attendee criteria (affiliation with a Pershing
broker-dealer or registered investment advisor firm).
The FPA comp code cannot be
offered to or used by a third party product or service
provider (who is a current member of the FPA).
to receive this year’s code.
During the FPA of Florida’s 2014-15 Annual Strategic Planning
Meeting and Advocacy Day in Tallahassee late October, the Board of
Directors established 6 goals for the Council.
Recognition and regulation of Financial Planners.
2. Create Communications (Elevator speech) to Florida Legislators
3. Engage in Florida legislative process.
4. Financial Planning Week and Month event(s) in Florida.
5. University degree in one of the 12 State of Florida public
6. Strengthen our base of support in Florida and FPA National.
("People and Money.")