FPA of Florida-Working together instead of alone
As the first cooperative 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
The FPA of Florida has concluded their
Strategic Planning and Annual meeting on Friday, October 18.
Eight of the nine chapters in the state were represented along with
members from the FPA of California Council.
Annual elections were held, and the
following were voted in as the 2014 Executive team:
Michael Zmistowski, CRC®
Paul Auslander, CFP®
Phil Herzberg, CFP®
Jean Larsen, CFP®
Elaine King, CFP®
We will be voting for our board members in
the coming months along with announcing our Chapter Representatives.
Eight Florida chapter members of
the Financial Planning Association and 2 National FPA
representatives have returned from their 7th annual fall trip to
FPA members travel to Florida’s Capitol to strengthen relations with
elected officers, legislators and regulators. FPA also receives
State Resolution for Financial Planning Week 2013. Click
here to view the report
The team was successful in obtaining a
Proclamation for Financial Planning week signed by Florida Governor
Scott, Attorney General Pam Bondi, Chief Financial Officer Jeff
Atwater and Commissioner Adam Putnam.
here to view the Proclamation.
from the FPA of Florida Board and recent Tallahassee travelers will
be at Experience, manning part of the FPA booth. Have questions on
how you can become involved with Advocacy? Be sure to stop by!