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FPA of Florida-Working together instead of alone

As the first State Council 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

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!      



35th Annual

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 Advisors, Inc.

Dr. Martjin Cremers, Professor of Finance, University of Notre Dame

Matt Hougan, President, Analytics & Publication, IndexUniverse

Dr. Wade Pfau, CFA, Professor of Retirement Income, The American College of Financial Services

Shawn Snyder, M.A., J.D., LL.M., Snyder & Snyder, P.A.

Visit us at our website



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).

Email Diane Layton at fpa@financialplanningflorida.org 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.  They are:

1. Recognition and regulation of Financial Planners.

2. Create Communications (Elevator speech) to Florida Legislators and Consumers.

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 universities.

6. Strengthen our base of support in Florida and FPA National. ("People and Money.")




FPA members in Florida have concluded their 17th Annual Advocacy Days in Tallahassee on March 17, 2015.  Six of the nine chapters in the state sent representatives.  Members in Floirda met with Legislators, Regulators, “Florida is for Veterans”, and FSU’s College of Business.  To read the summary of the trip, click here.


Pictured R to L:  Chris Draughon, CFP® Rep. Plasencia, Ashley O’Kurley CFP®, Claudia Sachs, CFP®, Matt Ubben, Tommy Lewis,  Jim Kovach CFP®, Michael Zmistowski, Hubert Ross, CFP®, Tim Caldwell, ???, Charlie Fitzgerald,III, CFP ®,  Paul Auslander, CFP®

FPA Gold Coast's Director of Advocacy Kwamena Goodin met Jeff Atwater, Chief Financial Officer of the State of Florida, at a breakfast event on March 20, 2015. The breakfast event was hosted by the Leadership Business Council and took place at The Colony Hotel in the Town of Palm Beach, Florida. The Leadership Business Council is an organization that was formed by several local business professionals with the goal of providing high level speakers on timely topics that are important to business leaders in this area at high quality venues throughout South Florida. 

During his speech, CFO Atwater described Florida's current financial condition and compared it with other states in the country. After his speech, Kwamena thanked CFO Atwater for signing the resolution recognizing October 6-12, 2014 as Financial Planning Week. Kwamena also provided CFO Atwater with a printout of FPA of Florida board members to remind him that we can be a resource to his office.

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