The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.
REGISTER NOW FOR OUR March 4, 2014, CHAPTER DINNER MEETING AT UM BANKUNITED CENTER’S HURRICANE 100 ROOM. Sessions include: Protecting Your Clients’ Wealth - Secure the Right Insurance the First Time, presented by Jamie Gordon; Executive Director, Crystal & Company’s National Sales and Private Client Services Departments; and Professional Geriatric Care Managers: Bridging the Gap in Coordinating Health & Elder CarE, presented by Marty Seigel, CSA; Advocare Care Management.
Learn more and register today!
FPA of Florida
The FPA of Florida includes all nine FPA Chapters in Florida and serves as the leading advocacy organization in promoting the financial planning profession, and engages with members, consumers, regulators, legislators and other stakeholders in promoting the principles of financial planning as the means by which consumers’ need for financial services are addressed with the highest levels of competence and professionalism. The FPA of Florida visits Tallahassee twice each year to give voice to these important issues. The next trip will be on March 16-17. Please feel free to contact your FPA of Miami Representative Ashley O’Kurley, CFP®, at email@example.com to share your ideas and get involved with the FPA of Florida.
February 14th CFP® Certificant Connection Meeting
FPA of Miami members are invited to the CFP® Board Certificant Connection meeting on February 14th, 8:00 - 9:30 AM, at The Westin Colonnade in Coral Gables. This complimentary event will be hosted by Ray Ferrara, CFP®, 2014 Chair of CFP® Board’s Board of Directors, and Kevin R. Keller, CAE, CFP® Board’s CEO, who will share updates on the latest developments and issues at CFP® Board with the financial planning community. The town-hall style meeting will provide an opportunity for attendees to openly connect with CFP® Board’s leadership. Continental breakfast will be served. Learn more and register online.
FPA Chapter Leaders Conference
FPA of Miami Board Members Carol Harlow, CFP®, Jorge Padilla, CFP®, and Charles B. Sachs, CFA, CFP® attended the Chapters Leaders Conference in Broomfield, CO, on November 15 – 17. This annual conference gathers chapter leaders from across the country to share ideas, and gain an understanding of FPA's key messages and strategic priorities.
FPA of Miami Presents Budget Workshop
to FPA@FIU Student Chapter
On November 13th, Elaine King, CFP®, FPA Past-President, delivered a budget workshop presentation focusing on personal and family finances to over 110 Florida International University (FIU) undergraduate and graduate students. The event was coordinated by the FPA@FIU Student Chapter Executive Board members; Dr. Helen K. Simon, CFP®, FPA@FIU faculty advisor; and Jorge Padilla, CFP®, FPA of Miami board member. Visit the FPA@FIU Facebook page to learn more.
FPA of Miami 8th Annual Symposium
FPA of Miami’s 8th Annual Symposium on September 10th featured outstanding presentations by national speakers Kurt Czarnowski; George D. Karibijanian, Esq.; Carolyn McClanahan, M.D., CFP®; Dave Moran; Suzette Rothberg; and Shawn Snyder, Esq. Visit our chapter’s Facebook page for event photos, and click here to learn more about our sponsors who helped make the event such a great success.
FPA of Florida Career Center
FPA of Florida announces the launch of the new FPA of Florida Career Center, catered specifically to job seekers and employers in Florida's financial community. Learn more.
Members in the Media
FPA of Miami members serve as reputable and reliable resources for raising awareness and promoting the financial planning profession in local and national media. Contact us at firstname.lastname@example.org and let us know if you have been in the news lately! Click here for a recent list of chapter members in the media.
|Welcome New Members
Maria Consuelo Tarazona
|20 Years of Membership
Deborah F. Wiggin
15 Years of Membership
Katherine L. Hart
10 Years of Membership
5 Years of Membership
Diane E. Don
John L. Pitlosh
|follow us on Twitter, Facebook and LinkedIn.
FPA of Miami,
PO Box 560982,
Miami, FL 33256-0982
Tel: 786.390.7655 Fax: 305.470.7487
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