FPA of Florida

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 more...

FPA News

Announcing a New Benefit for FPA Members and Family!

FPA of Florida is pleased to announce the launch of its Sponsored Long-Term Care Insurance Benefit. Offered by Transamerica (rated A+ Superior), the program is available with lifetime discounts worth $thousands in savings. Besides members and spouses, the program is extended to insurable siblings, parents, children and all in-law equivalents.

To learn more, contact George Braddock, II, CLTC at 888-350-5423 or by email at george.braddock@ltcfp.net.


Member Discounts:

Florida Chapter Members: FPA Retreat 2014 Discount Now Available

Florida chapter members can STILL save with a discount now that advance registration has ended for FPA Retreat 2014!

Thru April 15th, Florida members receive a special $899 rate and your chapter receives a $25 rebate for each member that uses promo code FLRET14.

$1,149 REDUCED TO $899 for Florida's FPA members.

Saving members $150 to $250 on the registration fee.

The member has to use the promo code:    FLPRET14

Click here to register

34th Annual South Florida FPA Conference  

April 24-25, 2014 Westin Hotel, Ft. Lauderdale


This is Southeast Floridas largest symposium for financial advisors. The FPA of Greater Ft. Lauderdales 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.


Click here for details

Complimentary registration available

Once again, the FPA of Florida is happy to announce complimentary registration to one of the most popular conferences, Pershing Insite 2014, June 4-6, 2014 at the Westin Diplomat hotel.

You must be a member in good standing (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).

Email Diane Layton at fpa@financialplanningflorida.org to receive this years code.   

Complimentary Registration to FA's Annual Retirement Symposium.

Financial Advisor Magazine is offering all FPA members in Florida complimentary registration to the 5th Annual Financial Advisor Retirement Symposium. Learn more. 

Government Relations

Tallahassee Trip: 

March 16-18, 2014

The FPA of Florida Government Relations team returns from their Spring Day on the Hill with more press than ever.  Details will be posted to our website shortly.  Congratulations to our FPA chapters in Florida for setting the record for the number of Chapters represented!  Six of the 8 Chapters in the state sent volunteer representatives to Tallahassee. 

Pictured (L to R) Ashley OKurley, Claudia Sachs, Paul Auslander, Chris Bruser, Bill Dyess, Darrick McGhee (Director of Legislative Affairs, Office of Governor Rick Scott) , Dale Van Scoyk, Cary Carbonaro, Michael Zmistowski, Charlie Fitzgerald, Jerry Thompson.  Travelers not pictured:  Chris Draughon

Travelers included:

Paul Auslander, CFP

Chris Bruser       

Tim Caldwell

Cary Carbonaro, CFP

Chris Draughon, CFP

Bill Dyess, CLTC

Charlie Fitzgerald, CFP

Ashley OKurley, CFP

Claudia Sachs, CFP

Jerry Thompson, CFP (guest Kati Thompson)

Dale Van Scoyk, GFS

Michael Zmistowski, CRC

For a summary of their trip, click here.

The February Capitol Ideas Call which featured Michael Zmistowski as the special guest contained a lot of valuable information that benefits FPA members statewide.  Click here to listen to the recording.


Thanks to Our

Resource Partner(s)

Preferred Level

Friends Level

Council Level

Financial Advisor Magazine

Zahn, Inc.

Dyess Insurance Services

Security 1 Lending

NuView IRA

FPA Chapters in the State of Florida

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