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FPA News
 

 



35th Annual

FPA of Greater Fort Lauderdale Conference  

April 30-May 1, 2015

Signature Grand, Davie, FL


This is Southeast Florida’s largest symposium for financial advisors. The FPA of Greater Fort Lauderdale’s Conference provides a unique venue for attendees to network, receive continuing education credit and hear high caliber speakers plus explore a resource development center showcasing the latest in financial services, insurance strategies, new products and planning techniques.

Attendees will learn how to make their business more profitable by becoming more competitive and knowledgeable about trends facing their clients. We are offering 14 continuing education credits for Certified Financial Planners, CPAs, Attorneys and Trust Officers.  Other disciplines are pending

 

Our keynote speakers are:


Dr. Teo Babun, Jr. CEO, Herzfeld/Cuba Alternative Investments, Thomas J. Herzfeld Advisors, Inc.

Dr. Martjin Cremers, Professor of Finance, University of Notre Dame

Matt Hougan, President, Analytics & Publication, IndexUniverse

Dr. Wade Pfau, CFA, Professor of Retirement Income, The American College of Financial Services

Shawn Snyder, M.A., J.D., LL.M., Snyder & Snyder, P.A.

Visit us at our website


 

 

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).

Email Diane Layton at fpa@financialplanningflorida.org 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.  They are:

1. Recognition and regulation of Financial Planners.

2. Create Communications (Elevator speech) to Florida Legislators and Consumers.

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 universities.

6. Strengthen our base of support in Florida and FPA National. ("People and Money.")

 


Advocacy

WHO’S GOT YOUR BACK?

 

Join fellow FPA members from around the state on March 15 to March 17 in Tallahassee for our semi-annual Advocacy Days in the capitol. Here’s your opportunity to make a difference on how your profession is viewed and regulated by our state government. The spring trip provides us with access to officials responsible for creating and passing laws influencing our daily lives. Let your voice be heard!

 

This trip will feature a new experience. We will be partnering with the Foundation for Financial Planning and conducting a public relations campaign with various Veterans Affairs departments. Come be a part of this milestone event and share the good work that we can do for our military veterans.

 

Those wishing to participate should plan to arrive in Tallahassee on the evening of Sunday, March 15 for dinner with colleagues and guests. Monday will be a full day of information sharing followed by dinner. Tuesday’s meetings will conclude at lunch. Hotel accommodations can be had at the Tallahassee Hilton Garden Inn on Blairstone Road. (850) 893-8300. 

Sunday dinner will be at 6:30 held at Marie Livingston’s Steakhouse, 2705 Apalachee Pkwy, Tallahassee; phone 850-562-2525.

 

RSVP your attendance to Diane Layton at fpafla@embarqmail.com.


 




Thanks to Our

Resource Partners



Friends Level



Council Level

Dyess Insurance Services

NuView IRA

Security 1 Lending

Find our more about becoming a resource partner today! Click here for more information

 
 
FPA Chapters in the State of Florida

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