The Suncoast chapter's next
program is "The Economic Outlook with Jeffrey Lacker, President of
the Richmond Federal Reserve".
The program is open to all members
of FPA of FL chapters. This is being done in conjunction with the
Global Interdependence Center and Cumberland Advisors.
The program is on Friday, April 10
at the Sarasota Yacht Club from 8:00 to 9:30. The cost is $25 and
includes breakfast. Registration and event details here.
CFP® credit is available.
There is limited
seating for this event so sign up soon!
FPA of Greater Fort Lauderdale Conference
April 30-May 1, 2015
Signature Grand, Davie, FL
This is Southeast Florida’s largest symposium for financial
advisors. The FPA of Greater Fort Lauderdale’s Conference provides a
unique venue for attendees to network, receive continuing education
credit and hear high caliber speakers plus explore a resource
development center showcasing the latest in financial services,
insurance strategies, new products and planning techniques.
Attendees will learn how to make their business more profitable by
becoming more competitive and knowledgeable about trends facing
their clients. We are offering 14 continuing education credits for
Certified Financial Planners, CPAs, Attorneys and Trust Officers.
Other disciplines are pending
Our keynote speakers are:
Dr. Teo Babun, Jr.
CEO, Herzfeld/Cuba Alternative Investments, Thomas J. Herzfeld
Dr. Martjin Cremers,
Professor of Finance, University of Notre Dame
President, Analytics & Publication, IndexUniverse
Dr. Wade Pfau, CFA,
Professor of Retirement Income, The American College of
Shawn Snyder, M.A., J.D., LL.M.,
Snyder & Snyder, P.A.
Visit us at our
June 3-5, 2015
Hyatt Regency Orlando
Complimentary Registration to
INSITE 15 for those who meet the criteria below!
Once again, the FPA of Florida is happy
to announce complimentary registration to one of the most
popular conferences, Insite 2015, June 3-5, 2015 at the
Hyatt Regency Orlando.
You must be a member in good standing
as of June 2015 (be sure your membership dues are up to date
or renew today).
Pershing has offered these guidelines:
All conference registrations are
subject to review and/or cancellation by Pershing if they do
not meet our attendee criteria (affiliation with a Pershing
broker-dealer or registered investment advisor firm).
The FPA comp code cannot be
offered to or used by a third party product or service
provider (who is a current member of the FPA).
to receive this year’s code.
During the FPA of Florida’s 2014-15 Annual Strategic Planning
Meeting and Advocacy Day in Tallahassee late October, the Board of
Directors established 6 goals for the Council.
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.")