Save the Date!
Friday, October 23, 2015
Our annual Strategic Planning meeting is scheduled for Friday,
October 23, 2015 and will be hosted at the Charles Schwab Branch
Office located at 500 E. Broward Blvd., Ste 100, Ft. Lauderdale.
Special Thanks go out to Jim Kovach, Charles Schwab for hosting the
We are pleased to announce Mr. Mark Tibergien,
CEO of Pershing Advisor Solutions, will provide insight into the big
issues the financial planning profession is facing as he presents “What Will Be Your Legacy” during the lunch hour.
You won’t want to miss this compelling presentation!
All Florida Chapter board members, committee members, and members
are encouraged to participate in the FPA of FL Strategic Plan for
2016. If you plan to be in a leadership role in your Chapter
in 2016, you will not want to miss this meeting. Make your voice
heard and opinion count!
Click on the links below for:
Mark Tibergien Bio and Session
October 5-10, 2015 is Financial Planning Week!
Claudia Sachs, CFP®, member of the FPA of the Gulf States and
Board member of the FPA of Florida meet with CFO Jeff Atwater on
Tuesday, October 29th and received the State Resolution, designating
October 5-10, 2015 as Financial Planning Week.
Click here to view
FPA Diversity Scholarships Awarded to
Miami Chapter Members
FPA recently awarded Diversity
Scholarships, recognizing professionals who are working to
encourage diversity in the financial planning profession and the
population served, to two FPA of Miami members. Congratulations to
chapter members Danqin (Kristin) Fang and Pamela Peña
Serrano! These merit-based scholarship recipients earned
one-year FPA memberships and complimentary registration and travel
expenses to the recent FPA Annual Conference – BE Boston 2015. The
FPA of Florida congratulates both recipients!
Six 2015 goals have been established by
the FPA of Florida’s Board of Directors.
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.")