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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

The FPA of FL has concluded their 2014-15 Annual Strategic Planning Meeting and Advocacy Day in Tallahassee.  Six chapters were represented which include:  Central Florida, Miami, Northeast Florida, SunCoast, Southwest Florida and Tampa Bay. 

During the meeting the 2015 Executive Committee was elected.  The Executive Team is:

                Chairman:           Paul Auslander, CFP

                President:           Phil Herzberg, CFP

                President Elect:  Chris Draughon, CFP

                Secretary:           Charlie Kerwood, III, CFP

                Treasurer:           Jean Larsen, CFP

Board of Directors will be announced later.

Announcing a New Benefit for FPA Members and Family!

FPA of Florida is pleased to announce the launch of its Sponsored Long-Term Care Insurance Benefit. Offered by Transamerica (rated A+ Superior), the program is available with lifetime discounts worth $thousands in savings. Besides members and spouses, the program is extended to insurable siblings, parents, children and all in-law equivalents.

To learn more, contact George Braddock, II, CLTC at 888-350-5423 or by email at george.braddock@ltcfp.net.



Attendees are left to right:  Claudia Sachs, CFP,  Chris Draughon, CFP, Chief Financial Officer, Jeff Atwater, Michael Zmistowski, Matt Ubben

FPA of Florida Recognized for Helping State Residents Achieve Financial Goals

FPA of Florida leaders were commended for their diligence in guiding statewide residents to achieve financial goals during their September 23rd trip to Tallahassee.

Florida CFO Jeff Atwater presented ambassadors Michael Zmistowski, Chris Draughon, and Claudia Sachs with a State Resolution, designating October 6-12 as Financial Planning Week.

Click here to view the Resolution. This Resolution highlights the importance of the financial planning process to Floridians in mapping out their financial futures.

Fall Tallahassee Trip

Plans are in the works for the Fall Tallahassee Trip.  The Advocacy team plans to travel to Tallahassee on October 12th and will be scheduling appointments with Regulators and Legislators. The team is excited to hold the fall trip in conjunction with the FPA of FLs Strategic Planning and Annual Meeting.   More information will be posted.

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