The Financial Planning Association of Miami-Dade

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.

Upcoming Chapter Events

Don’t miss our July 20, 2010, dinner chapter meeting at UM’s BankUnited Center’s Hurricane 100 Room – The Social Media Revolution in the Financial Services Industry, presented by Melissa Raskin, and How to Protect Your Cash and Obtain Residential Mortgage Financing in Today’s Banking Climate, presented by Jay Pelham, CFP®.
Click here to download a registration form
Click here to learn more

Chapter News

FPA of Miami-Dade and University of Miami Career Awareness Event
On April 13th, the FPA of Miami-Dade and University of Miami (UM) Toppel Career Center co-sponsored a career awareness panel presentation on private wealth management and financial planning as career options for graduating students. The panel of professionals included F. Rodger Peterson, CFP®, CFA, UM Professor and FPA board member; Helen Salazar-Realini CFP®, CLU, FPA board member; Charles Sachs, CFA, CFP®, FPA board member; and Amelia Garcia, CFP®, CRPC, FPA member. "We need to invest in the next generation of leaders," said panel moderator F. Rodger Peterson, CFP®, CFA.

FPA of Miami-Dade Recognized at 2009 Chapter Leaders Conference
FPA of Miami-Dade was recognized at FPA’s 2009 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award in Pro Bono/Financial Literacy. The chapter was honored for its accomplishments and efforts in chapter operations, chapter leadership, public relations and public awareness, member outreach, and member recruitment and retention. FPA President Richard Salmen, CFP®, CFA, CTFA, EA, and Chapter Leadership Resource Council Chair Reed Fraasa, CFP®, presented the award. FPA of Miami-Dade’s 2010 President, Elaine King, CFP®, CDFA™ accepted the award on behalf of the chapter.

FPA Miami-Dade Grant Award
FPA of Miami-Dade was awarded a grant from the Foundation for Financial Planning to improve, expand and sustain our Community Outreach Program for Financial Literacy. Contact the chapter office for further information and to get involved.

The FPA of Miami-Dade Scholarship Fund in Honor of Randy Lee and Martin Hughes
The FPA of Miami-Dade mourns the loss of Randy Lee – a fellow chapter member, an officer of our Board, a beloved friend, and a longtime contributor to the financial planning community. In Randy’s honor, and the honor of our late friend Martin Hughes, we have renamed our scholarship fund. The funds from the scholarship are designed to help defray the cost of acquiring the CFP® designation, as well as offset the registration expenses for attending FPA's Residency Program. Further details of the program, including application criteria, will be available soon. Please contact us if you’d like to learn more, or to get involved with our Scholarship Committee.

ABOUT OUR MEMBERS

Harold Evensky (Evensky Katz) was featured in the Sun-Sentinel’s June 30, 2010, article, “Financial Reform, Mom, Pop and Apple Pie” (click here for the article).

Ellen Siegel (Ellen Siegel and Associates) and FPA of Miami-Dade Money 101 Program Volunteers were featured in the Miami Herald’s June 20, 2010, article, “Even in a Recession, You Can Make Ends Meet” (click here for the article).

Ellen Siegel (Ellen Siegel and Associates) was featured in Bankrate.com and Yahoo!Finance.com June 10, 2010, article, “Premium Financing: Is It Worth the Risks?” (click here for the article).

Elaine King (Gibraltar Private) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAforFinancialPlanning.org June 7, 2010, article “Tips for Parents: Educating Your Children About Financial Literacy” (click here for the article).

FPA of Miami-Dade Community Outreach Volunteers were featured in May 2010 FPA Chapter Leaders/FPAnet.org resource, “FPA of Miami-Dade’s Outreach for Financial Literacy.”

Elaine King (Gibraltar Private) and Philip Herzberg (Ladenburg Thalmann) co-authored the FPAForFinancialPlanning.org May 10, 2010, resource, “Checklist for Parents: Retirement Planning Versus College Savings for Children” (click here for the article).

Philip Herzberg (Ladenburg Thalmann) authored the FPAforFinancialPlanning.org May 10, 2010, feature article, “The European Debt Crisis: What It Means to You” (click here for article).

Carol Harlow (The Enrichment Group) authored the FPA Capitol Update May 7, 2010, article, “Health Care Reform: The Future of Long-Term Care” (click here for the article).

Cathy Pareto (Cathy Pareto and Associates) was interviewed on the WLRN/Miami Herald Friday Business Report on May 7, 2010, by Niala Boodhoo to discuss “Parents Using Their Kids’ Credit” (click here to listen to interview).

Harold Evensky (Evensky Katz) authored Journal of Financial Planning May 2010 article “Investment Research: From ‘The Future Ain’t What It Used to Be’ to ‘Big News’ ” (click here for article).

Harold Evensky and Deena Katz (Evensky Katz) were featured in the Investment Advisor’s May 2010 article “Thirty for Thirty” (click here for the story).

Elaine King (Gibraltar Private) was featured in the Miami Herald’s April 27, 2010, issue in “Companies Help Employees Who Have Financial Stress” (click here for the story).

Steve Foldes (Foldes Financial Management) was featured in the Miami Herald’s April 11, 2010, issue in “If You’ve Been Putting Off Doing Your Taxes, You’re Not Alone” (click here for the story).

Frank Armstrong (Investor Solutions) was featured in the Wall Street Journal’s April 10, 2010, issue in “Make More on Your Cash” (click here for the story).

Elaine King (Gibraltar Private) and Philip Herzberg (Ladenburg Thalmann) co-authored the FPAforFinancialPlanning.org March 29, 2010, article, “Tips for New Couples: How to Handle Recent Credit Card Changes” (click here for the story).

Ana Harris (Cela Advisors) and Elaine King (Gibraltar Private) were featured in The Miami Herald’s March 21, 2010, article “Now’s The Time to Plan Your Estate” (click here for the story).

Ellen Siegel (Ellen Siegel and Associates) and Cathy Pareto (Cathy Pareto and Associates) were featured in the Miami Today’s March 11, 2010, article “When Clients Fret, Financial Planners Try to Keep the Talk Flowing.”

Philip Herzberg (Ladenburg Thalmann) wrote the FPAforFinancialPlanning.org March 1, 2010, article, “Tips for Young Professionals: Preparing for Financial Planning Success” (click here for the story).

Harold Evensky (Evensky Katz) was featured in the Investment Advisor’s March 2010, article “Hope and Change: Is Financial Reregulation Moving in the Right Direction?”(click here for the story).

Chapter members – please send items for the “ABOUT OUR MEMBERS” section of our website to Amy Miller, at info@fpamiamidade.org. We want to share your news!

Membership Milestones

Welcome New Members
Sergio Fernandez
Richard A. Gotterer
Bernard C. Javelly
Scott A. Poulin

5 Years of Membership
Edward De Arcos
Debra Berman Freedman

10 Years of Membership
Jose Omar Rodriguez

20 Years of Membership
Kathleen Day
Victor A. Escarpanter
Neal Faerber

FPA National Events and Resources