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FPA of Florida-Working together instead of alone


As the first State Council of its kind, FPA of Florida serves as a model for other FPA chapters.  By offering advanced leadership training in a collaborative environment, chapter leaders are able to accomplish more for their members, and their communities.  Learn more...







FPA News

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 Charlie!

Click here for more information
 

FPA of Central FL announces their 25th Annual Symposium

Save the dates!  January 26 & 27, 2015

Sheraton Hotel, Maitland, Florida

 

Announcing Keynote Speaker:  Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL   

Michael will present:  Applying Behavioral Finance in Your Financial Planning Practice and 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


Visit 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).

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

Save the Dates:  We have scheduled our Spring Tallahassee Trip for March 16 & 17, 2015!

Fall Tallahassee Trip

This past October 14th marked our 14th trip to Tallahassee to advocate on behalf of our 1,237 members. Our agenda included meeting with three regulatory bodies: the Department of Business and Professional Regulation, Office of Financial Regulations and the Division of Insurance Agents and Agency Services, and Florida’s Insurance Consumer Advocate. Over the past seven years, FPA of Florida has developed strong relationships with several agencies in Tallahassee that have influence over our ability to practice financial planning. This fall’s trip offered us the opportunity to continue to strengthen our relationships and make new ones.

Click here for the summary of the Advocacy day

 



Consumers Are Confused and Harmed

Last month the Financial Planning Coalition released a 27 page White Paper entitled “Consumers Are Confused and Harmed: The Case For Regulation of Financial Planners.”*     This research may affect your livelihood.  Click here for the White Paper.



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